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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.
Get all existing bands

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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 Band accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Band (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Band. This includes choosing which data fields go into which fields of Band, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Band 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 Band. 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 MoreBand is a group communication app that helps teams, clubs, and communities stay connected and organized. It offers features like group messaging, event scheduling, and file sharing to enhance collaboration and streamline communication.
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