Connect HelloLeads CRM and Farmbrite to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create Contact
Create Product
Create Order
Create Climate Log
Create Task
Create Transaction
Remove Inventory
Add Inventory
List Animals
List Climate Gauges
List Climate Logs
List Contacts
List Crop Plantings
List Inventory Types
List Products
List Orders
List Activities
List Tasks
List Transactions
List Warehouses
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.
New Contact
Triggers when a new contact is created.
New Crop Treatment
Triggers when a new crop planting treatment is created
New Schedule Event
Triggers when a new event on the schedule to be created.
New Crop Harvest
Triggers when a new crop harvest is added.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Contact
This action creates a contact
Create Product
Creates a new Product
Create Order
Create an Order
Create Climate Log
Create a new climate log entry in Farmbrite.
Create Task
Tasks things that need to be done
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Farmbrite accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Farmbrite (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Farmbrite. This includes choosing which data fields go into which fields of Farmbrite, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Farmbrite 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 Farmbrite. 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 Farmbrite
Farmbrite is a comprehensive farm management software designed to help farmers and agricultural businesses streamline their operations, manage resources, and improve productivity. It offers tools for crop planning, livestock management, financial tracking, and reporting, making it an essential platform for modern farming practices.
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