Connect HelloLeads CRM and FastSpring to Build Intelligent Automations
Ready to use HelloLeads CRM and FastSpring 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 an Account
Creates a new account object.
Search Account By Email
Searches for an account by email.
Get Product By path
Retrieves the details of an existing product with the given product_path.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and FastSpring accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in FastSpring (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in FastSpring. This includes choosing which data fields go into which fields of FastSpring, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and FastSpring 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 FastSpring. 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 FastSpring
FastSpring is a comprehensive eCommerce platform designed to help businesses sell software, digital products, and services online. It offers a range of features including global payment processing, subscription management, and localized purchasing experiences to enhance customer satisfaction and streamline sales operations.
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