Connect Fluent Forms and HelloLeads CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Submission
Choose an Action
Automatically do this!
Create Lead
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Triggered when a new form is submitted in Fluent Forms.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
Do thisActions
Action is the task that follows automatically within your Fluent Forms integrations.
Create Lead
Creates a new lead.
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Frequently Asked Questions
To start, connect both your Fluent Forms and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Fluent Forms triggers actions in HelloLeads CRM (or vice versa).
Absolutely. You can customize how Fluent Forms 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.
The data sync between Fluent Forms and HelloLeads CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fluent Forms 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.
About Fluent Forms
Fluent Forms is a powerful and user-friendly form builder that allows users to create custom forms for their websites with ease. It offers a wide range of features including drag-and-drop form building, conditional logic, and integration with various third-party services, making it ideal for businesses and individuals looking to streamline their data collection processes.
Learn MoreAbout 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.
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