Connect HelloLeads CRM and Formbricks to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
List All Action Classes
List Attribute Classes
List Contact Attribute Keys
List Contact Attributes
List Contacts
List Persons
List Survey Responses
List Surveys
Ready to use HelloLeads CRM and Formbricks automations
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.
List All Action Classes
Get all the action classes available in the environment
List Attribute Classes
Geta list of all the available attribute classes.
List Contact Attribute Keys
Get a list of all contact attribute keys defined in the current environment.
List Contact Attributes
Get a list of all contact attributes in the current environment.
List Contacts
Get a list of all contacts for the current environment.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Formbricks accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Formbricks (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Formbricks. This includes choosing which data fields go into which fields of Formbricks, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Formbricks 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 Formbricks. 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 Formbricks
Formbricks is an open-source survey platform to gather insights at any point in the user journey.
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