Connect HelloLeads CRM and Chatlayer to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Send Message
Create Channel
Delete Channel
Extract NLP Result
Ready to use HelloLeads CRM and Chatlayer automations
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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 Bot
Triggered when a new bot is created.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Send Message
Sends a message to a user through Chatlayer.
Create Channel
Creates a Channel.
Delete Channel
Delete an existing channel.
Extract NLP Result
Extract results from the Chatlayer NLP models of your bots.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Chatlayer accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Chatlayer (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Chatlayer. This includes choosing which data fields go into which fields of Chatlayer, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Chatlayer 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 Chatlayer. 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 Chatlayer
Chatlayer is a powerful AI-driven platform designed to create, manage, and optimize chatbots for various communication needs. It enables businesses to automate customer interactions, enhance user engagement, and improve customer support through intelligent conversational agents.
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