Connect HelloLeads CRM and BulkGate to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Add a Contact
Update a Contact
Get a Contact
Blacklist a Number
Check Blacklisted Number
Remove a Blacklisted Number
Check Credit Balance
Send a Marketing Bulk SMS Message
Use the Built-in Integrations
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.
Add a Contact
Add a Contact in BulkGate Address Book
Update a Contact
Update an existing contact by its Phone Number
Get a Contact
Get a Contact by Phone Number
Blacklist a Number
Adds a number to blacklist.
Check Blacklisted Number
Check Number is Blacklisted.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and BulkGate accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in BulkGate (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in BulkGate . This includes choosing which data fields go into which fields of BulkGate , setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and BulkGate 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 BulkGate . 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 BulkGate
Bulkgate is a comprehensive platform designed for businesses to streamline their communication through bulk messaging services. It offers tools for sending SMS, Viber, and other messaging services to engage with customers effectively.
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