Connect HelloLeads CRM and Callyzer to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Fetch Employee Details
Fetch Call History Report
Fetch Summary Report
Fetch Employee Summary Report
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.
New Event
Trigger's when new event occurs.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Fetch Employee Details
Retrieves details of registered employees, including numbers and tags.
Fetch Call History Report
Returns the total calls, total connected calls, and total call duration, broken down hour-wise for each day.
Fetch Summary Report
Retrieves call counts with Never Attended, Never Received, Unique Clients, and Working Hour.
Fetch Employee Summary Report
Retrieves call counts, unique clients, and working hours for a given date range.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Callyzer accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Callyzer (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Callyzer. This includes choosing which data fields go into which fields of Callyzer, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Callyzer 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 Callyzer. 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 Callyzer
Callyzer is a comprehensive call tracking and analytics platform designed to help businesses monitor and analyze their call data effectively. It provides insights into call patterns, durations, and sources, enabling businesses to optimize their communication strategies and improve customer interactions.
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