Connect HelloLeads CRM and Intercorp BAS to Build Intelligent Automations
Ready to use HelloLeads CRM and Intercorp BAS 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.
Search Client
Retrieve client records filtered by client code, creation/modified date range, and active status.
Search Profile
Retrieve client profiles.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Intercorp BAS accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Intercorp BAS (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Intercorp BAS. This includes choosing which data fields go into which fields of Intercorp BAS, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Intercorp BAS 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 Intercorp BAS. 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 Intercorp BAS
Intercorp BAS offers innovative business automation solutions designed to streamline operations and enhance productivity. With a focus on integrating cutting-edge technology, Intercorp BAS provides tools for efficient business management and process optimization.
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