Integrations HelloLeads CRM dispatch
HelloLeads CRM + dispatch

Connect HelloLeads CRM and dispatch to Build Intelligent Automations

Choose a Trigger

HelloLeads CRM

When this happens...

Choose an Action

dispatch

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

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

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.

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Frequently Asked Questions

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

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

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

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

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

The data sync between HelloLeads CRM and dispatch 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 dispatch?

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 dispatch?

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

About dispatch

Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.

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