Connect HelloLeads CRM and Fakturoid to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create Invoice
Create Subject
Get Subject
Update Invoice
Get Invoice
Delete Invoice
Create Payment
Delete Invoice Payment
Create Gererator
Update Gererator
Get Gererator
Delete Gererator
Create Recurring Generators
Update Recurring Generators
Activate Recurring Generator
Pause Recurring Generator
Get Recurring Generator
Delete Recurring Generator
Todo Toggle Completion
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 Invoice
Generates a new invoice in Fakturoid.
Create Subject
Creates a subject in account.
Get Subject
Get an existing subject by id in account.
Update Invoice
Updates a invoice in Fakturoid.
Get Invoice
Get an existing invoice by id in Fakturoid.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Fakturoid accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Fakturoid (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Fakturoid. This includes choosing which data fields go into which fields of Fakturoid, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Fakturoid 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 Fakturoid. 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 Fakturoid
Fakturoid is an online invoicing and accounting platform designed to simplify financial management for small businesses and freelancers. It offers features such as automated invoicing, expense tracking, and financial reporting, making it easier to manage your business finances efficiently.
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