Connect HelloLeads CRM and Extracta.ai to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create extraction
Update extraction
View Extraction
Delete Extraction
Upload Files
Get Extraction results
Ready to use HelloLeads CRM and Extracta.ai 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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create extraction
Create an extraction that captures specified fields from your documents.
Update extraction
Update an extraction's name, description, language, processing options, and fields.
View Extraction
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
Delete Extraction
Delete an entire extraction, a specific batch, or a single file.
Upload Files
Upload one or more files to an extraction for processing, and optionally add them to an existing batch.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Extracta.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Extracta.ai (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Extracta.ai. This includes choosing which data fields go into which fields of Extracta.ai, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Extracta.ai 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 Extracta.ai. 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 Extracta.ai
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
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