Connect HelloLeads CRM and Beamer to Build Intelligent Automations

Choose a Trigger

HelloLeads CRM

When this happens...

Choose an Action

Beamer

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

When Lead Becomes Customer

When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

New Lead Added

New Lead Added

Triggers when a new lead is added to HelloLeads CRM.

Request a new Trigger for HelloLeads CRM

Do thisActions

Action is the task that follows automatically within your HelloLeads CRM integrations.

Create Lead

Create Lead

Creates a new lead.

Create Post

Create Post

Create a new Post

Create Comment on Post

Create Comment on Post

This action creates a new comment on a post.

React to Post

React to Post

This action creates a new reaction on a post.

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Frequently Asked Questions

How do I start an integration between HelloLeads CRM and Beamer?

To start, connect both your HelloLeads CRM and Beamer accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Beamer (or vice versa).

Can we customize how data from HelloLeads CRM is recorded in Beamer?

Absolutely. You can customize how HelloLeads CRM data is recorded in Beamer. This includes choosing which data fields go into which fields of Beamer, setting up custom formats, and filtering out unwanted information.

How often does the data sync between HelloLeads CRM and Beamer?

The data sync between HelloLeads CRM and Beamer typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from HelloLeads CRM to Beamer?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between HelloLeads CRM and Beamer?

Yes, you can set conditional logic to control the flow of data between HelloLeads CRM and Beamer. 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

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.

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Beamer

About Beamer

Beamer is an easy to use newsfeed and changelog for your website or app. Use it to announce news and features, and improve user engagement.

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