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Integrations HelloLeads CRM Facebook Messenger
HelloLeads CRM + Facebook Messenger

Connect HelloLeads CRM and Facebook Messenger to Build Intelligent Automations

Choose a Trigger

HelloLeads CRM

When this happens...

Choose an Action

Facebook Messenger

Automatically do this!

Ready to use HelloLeads CRM and Facebook Messenger automations

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Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

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.

New Message Sent to Page

New Message Sent to Page

Triggered when a new message is received from a user on Facebook Messenger sent from page.

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.

Send Message from Page

Send Message from Page

Sends a message to a user from a page.

Send Receipt Template

Send Receipt Template

The receipt template allows you to send an order confirmation as a structured message.The template may include an order summary, payment details, and shipping information.

Set Messenger Welcome Screen

Set Messenger Welcome Screen

Dropdown to choose which Messenger Profile property/properties to set (get_started, greeting, or both).

Set Ice Breakers

Set Ice Breakers

Ice Breakers provide a way for users to start a conversation with a business with a list of frequently asked questions.

Set Persistent Menu

Set Persistent Menu

The Persistent Menu allows you to create and send a menu of the main features of your business.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

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Frequently Asked Questions

How do I start an integration between HelloLeads CRM and Facebook Messenger?

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

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

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

How often does the data sync between HelloLeads CRM and Facebook Messenger?

The data sync between HelloLeads CRM and Facebook Messenger 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 Facebook Messenger?

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 Facebook Messenger?

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

Customer Relationship ManagementSales Automation
Learn More
Facebook Messenger

About Facebook Messenger

Facebook Messenger is a popular communication platform that allows users to send messages, make voice and video calls, and share multimedia content with friends and family. It is integrated with Facebook, providing seamless connectivity and interaction with your social network.

CommunicationSocial Media Accounts
Learn More

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