Connect Didit and HelloLeads CRM to Build Intelligent Automations

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Didit

When this happens...

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HelloLeads CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

When Lead Becomes Customer

When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

New Lead Added

New Lead Added

Triggers when a new lead is added to HelloLeads CRM.

Request a new Trigger for Didit

Do thisActions

Action is the task that follows automatically within your Didit integrations.

Start verification session

Start verification session

Start a verification session to verify a person or document and get notified when it finishes.

verification decision becomes available

verification decision becomes available

runs when verification decision becomes available

Create Lead

Create Lead

Creates a new lead.

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Frequently Asked Questions

How do I start an integration between Didit and HelloLeads CRM?

To start, connect both your Didit and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Didit triggers actions in HelloLeads CRM (or vice versa).

Can we customize how data from Didit is recorded in HelloLeads CRM?

Absolutely. You can customize how Didit data is recorded in HelloLeads CRM. This includes choosing which data fields go into which fields of HelloLeads CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Didit and HelloLeads CRM?

The data sync between Didit and HelloLeads CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Didit to HelloLeads CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Didit and HelloLeads CRM?

Yes, you can set conditional logic to control the flow of data between Didit and HelloLeads CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Didit

About Didit

Didit is a comprehensive platform designed to enhance productivity and streamline task management. It offers tools for organizing tasks, setting priorities, and tracking progress, making it ideal for individuals and teams looking to boost efficiency.

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HelloLeads CRM

About HelloLeads CRM

HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.

Learn More