Connect HelloLeads CRM and 36Blocks to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Get all Companies
List Client Users
Get Company Members
Get User Details
Log Out All Users
Ready to use HelloLeads CRM and 36Blocks automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Get all Companies
Gets all companies in a specified block.
List Client Users
Lists all users of the client.
Get Company Members
Retrieves all members of a company.
Get User Details
Gets a user's details using their ID or email.
Log Out All Users
Logs out all end-user sessions for a feature.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and 36Blocks accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in 36Blocks (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in 36Blocks. This includes choosing which data fields go into which fields of 36Blocks, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and 36Blocks 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 HelloLeads CRM and 36Blocks. 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 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 MoreAbout 36Blocks
36Blocks is a robust communication platform that leverages the capabilities of MSG91 to provide seamless messaging solutions for businesses. It enables efficient and reliable SMS, voice, and email communication, enhancing customer engagement and operational efficiency.
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