Connect HelloLeads CRM and Dotdigital 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 List
Create Contact Data Field
Refresh Segment
Send Email Campaign
Send SMS
Send Transactional Email
Unsubscribe Contact
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 a List
Creates a list.
Create Contact Data Field
Creates a contact data field within the account.
Refresh Segment
Refreshes a segment.
Send Email Campaign
Send a marketing email to a contact.
Send SMS
Send a marketing SMS to a contact.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Dotdigital accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Dotdigital (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Dotdigital. This includes choosing which data fields go into which fields of Dotdigital, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Dotdigital 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 Dotdigital. 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 Dotdigital
Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.
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