Connect HelloLeads CRM and Dubble to Build Intelligent Automations

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HelloLeads CRM

When this happens...

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Guide Deleted

Guide Deleted

Triggers when a guide is deleted.

Guide Added to a Collection

Guide Added to a Collection

Triggers when a guide is added to a collection.

Guide Removed From Collection

Guide Removed From Collection

Triggers when a guide is removed from the collection.

Request a new Trigger for HelloLeads CRM

Do thisActions

Action is the task that follows automatically within your HelloLeads CRM integrations.

Create Lead

Create Lead

Creates a new lead.

Create Collection

Create Collection

Create a new collection.

Update Collection

Update Collection

Updates a collection.

Delete collection

Delete collection

Delete a collection.

Update Guide

Update Guide

Updates a guide

Delete Guide

Delete Guide

Deletes a guide.

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Frequently Asked Questions

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

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

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

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

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

The data sync between HelloLeads CRM and Dubble 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 Dubble?

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 Dubble?

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

About Dubble

Dubble is a cutting-edge platform designed to enhance team collaboration and productivity. It offers a suite of tools to streamline communication, project management, and task tracking, making it ideal for businesses looking to optimize their workflow.

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