Integrations Formsite HelloLeads CRM
Formsite + HelloLeads CRM

Connect Formsite and HelloLeads CRM to Build Intelligent Automations

Choose a Trigger

Formsite

When this happens...

Choose an Action

HelloLeads CRM

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Form Result

New Form Result

Triggers when a user submits a new form results.

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 Formsite

Do thisActions

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

Create Lead

Create Lead

Creates a new lead.

Request a new Action for Formsite

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Formsite 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 Formsite and HelloLeads CRM?

The data sync between Formsite 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 Formsite 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 Formsite and HelloLeads CRM?

Yes, you can set conditional logic to control the flow of data between Formsite 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.

Formsite

About Formsite

Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.

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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