HelloLeads CRM

Customer Relationship Management, Sales Automation

ChartMogul

Analytics, Business Intelligence

Integrations HelloLeads CRM ChartMogul

Create integrations between HelloLeads CRM and ChartMogul

Create a Contact in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

Create a Customer in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

Search Customer by Email in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

Search Customer via External Id in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

Retrieve a Metric in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

Retrieve a Customer Profile in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

List Customer's Opportunities from ChartMogul when When Lead Becomes Customer in HelloLeads CRM

Update an Opportunity in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

Update a Note or call log in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

Update a Customer in Chartmogul when When Lead Becomes Customer in HelloLeads CRM

Actions and Triggers

Triggers

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.

Actions

Create Lead

Creates a new lead.

Create a Contact

Creates a contact object in ChartMogul under a specified customer within the selected data_source.

Create a Customer

Creates a customer object in ChartMogul under the specified data_source.

Search Customer by Email

Searches for a customer by email

Search Customer via External Id

Searches for a customer profile via customer's external id

Retrieve a Metric

Retrieves the specified metrics for the specified time

Know More About
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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About ChartMogul

ChartMogul is a subscription analytics platform that helps businesses measure, understand, and grow their subscription revenue. It provides actionable insights and metrics to optimize your subscription business.

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