
When this happens...
When Lead Becomes Customer
New Lead Added

Automatically do this!
Enroll Contact to Sequence
List Users
Search Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when Lead stage is changed to Won stage.
Triggers when a new lead is added to HelloLeads CRM.
Action is the task that follows automatically within your HelloLeads CRM integrations.
Creates a new lead.
Enrolls a contact to a sequence on your Aloware account. For more information, go to Aloware >> Integrations >> Sequences API
Get the list of users.
Search a Contact.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your HelloLeads CRM and aloware accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in aloware (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in aloware. This includes choosing which data fields go into which fields of aloware, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and aloware 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 aloware. 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.
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 MoreAloware is a Cloud-based contact center software that offers call, text, and workflow automation and is fit for any team.
Learn More