Connect HelloLeads CRM and Desklog.io to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create Task
Update Task
Create Project
Create Client
Create Tag
Update Tag
Rename Team
Add Team Member
Remove Team Member
Change Task Status
Delete Project
Delete Task
Delete Tag
Find user Profile
Delete Team
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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Task
Creates a new task in Desklog.io.
Update Task
Updates an existing task in Desklog.io.
Create Project
Creates a Project.
Create Client
Creates a Client.
Create Tag
Creates a Tag.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Desklog.io accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Desklog.io (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Desklog.io. This includes choosing which data fields go into which fields of Desklog.io, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Desklog.io 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 Desklog.io. 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 Desklog.io
Desklog.io is a comprehensive project management and time tracking software designed to enhance productivity and streamline workflow processes. It offers features such as task management, employee monitoring, and automated timesheets, making it an ideal solution for businesses looking to optimize their project management and team collaboration efforts.
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