Connect HelloLeads CRM and Doubletick
Integrate HelloLeads CRM with Doubletick to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Send WhatsApp Media Message in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Send WhatsApp Template Message in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Create a new group in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Add a member to a group in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Popular HelloLeads CRM + Doubletick flows
Start from a real workflow other teams are already running.
Choose a trigger
HelloLeads CRM
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an action
Doubletick
Automatically do this!
Send WhatsApp Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Create a new group
Add a member to a group
Delete a group
Get Customer Details
Add Tag to a Customer
Delete a Template
Assign team member to chat
Unssign team member from a chat
Logout a team member
Get wallet balance
Send WhatsApp Message in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowSend WhatsApp Media Message in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowSend WhatsApp Template Message in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate a new group in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowAdd a member to a group in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowDelete a group in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Customer Details in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowAdd Tag to a Customer in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowDelete a Template in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowAssign team member to chat in Doubletick when When Lead Becomes Customer in HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between HelloLeads CRM and Doubletick.
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.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
Create a new group
Create a new group by group name
Add a member to a group
Add a new member to a group
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your HelloLeads CRM and Doubletick accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between HelloLeads CRM and Doubletick as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Doubletick. No coding required.
Yes. You can set up a workflow where HelloLeads CRM triggers actions in Doubletick, and a separate workflow where Doubletick triggers actions in HelloLeads CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between HelloLeads CRM and Doubletick. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire HelloLeads CRM and Doubletick integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
