Integrations HelloLeads CRM convirza
HelloLeads CRM + convirza

Connect HelloLeads CRM and convirza to Build Intelligent Automations

Choose a Trigger

HelloLeads CRM

When this happens...

Choose an Action

convirza

Automatically do this!

Enable Integrations or automations with these events of HelloLeads CRM and convirza

Enable Integrations or automations with these events of HelloLeads CRM and convirza

Triggers

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.

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Actions

Create Lead

Create Lead

Creates a new lead.

Request a new Action for HelloLeads CRM

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Frequently Asked Questions

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

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

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

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

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

The data sync between HelloLeads CRM and convirza 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 convirza?

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 convirza?

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

About convirza

Convirza helps you unlock more value from what happens before, during, and after your calls.

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