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Triggers when Lead stage is changed to Won stage.
Triggers when a new lead is added to HelloLeads CRM.
Creates a new lead.
List all Users Profile
Get list of all accounts
Create check-in for an account.
Retrieve user's check-ins for an account with customer_id.
Find an exisiting Account by ID or Other fields.
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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.
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.
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