Create integrations between HelloLeads CRM and Crystal Ball
List Annotations from Crystal Ball when When Lead Becomes Customer in HelloLeads CRM
Create Annotation in Crystal Ball in Crystal-ball when When Lead Becomes Customer in HelloLeads CRM
Delete Annotation in Crystal Ball when When Lead Becomes Customer in HelloLeads CRM
Change Annotation in Crystal Ball when When Lead Becomes Customer in HelloLeads CRM
List Annotations from Crystal Ball when New Lead Added to HelloLeads CRM
Create Annotation in Crystal Ball in Crystal-ball when New Lead Added to HelloLeads CRM
Delete Annotation in Crystal Ball when New Lead Added to HelloLeads CRM
Change Annotation in Crystal Ball when New Lead Added to HelloLeads CRM
Actions and Triggers
When this happensTriggers
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
Create Lead
Creates a new lead.
List Annotations
List of all available Annotations in the cluster.
Create Annotation in Crystal Ball
Add an annotation in your account for an event.
Delete Annotation
Delete an annotation in your account for an event.
Change Annotation
Change an annotation in your account for an event.
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Frequently Asked Questions
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 Crystal Ball
Crystal Ball is a comprehensive business intelligence and analytics platform designed to provide insights and predictive analytics for businesses. It helps organizations make data-driven decisions by offering tools for data visualization, reporting, and forecasting.
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