Connect HelloLeads CRM and Fresh kds to Build Intelligent Automations
Ready to use HelloLeads CRM and Fresh kds 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.
New Fresh KDS Event
Receives real-time Fresh KDS events (order and status updates) for configured brands and locations.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Send KDS Message
Send the message to all the location’s devices.
Send Arrival Notification
Send the notification to all the location’s devices.
Cancel KDS Order
Cancel an active KDS order at a chosen location.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Fresh kds accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Fresh kds (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Fresh kds. This includes choosing which data fields go into which fields of Fresh kds, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Fresh kds 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 Fresh kds. 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 Fresh kds
Fresh KDS is a cutting-edge kitchen display system designed to streamline restaurant operations and enhance order management efficiency. It integrates seamlessly with point-of-sale systems to provide real-time updates and improve communication between the kitchen and front-of-house staff.
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