Connect HelloLeads CRM and Docstar to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create a Document
List Pages/Documents
Get Page/Document Content
Ready to use HelloLeads CRM and Docstar 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 Pages/Documents
Fetch pages added to the selected collection since the configured recent time window.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create a Document
Create a new page under a specified parent with title, optional URL slug, tab ID, and content.
List Pages/Documents
Retrieve pages from a specified collection, optionally filtering by page name or page ID.
Get Page/Document Content
Retrieve the content (text and basic metadata) of a specific page or document stored in Docstar.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Docstar accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Docstar (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Docstar. This includes choosing which data fields go into which fields of Docstar, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Docstar 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 Docstar. 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 Docstar
Docstar is a comprehensive document management solution designed to streamline the way businesses handle, store, and access their documents. With advanced features for document capture, indexing, and retrieval, Docstar enhances productivity and ensures secure document handling.
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