Integrations HelloLeads CRM formkeep
HelloLeads CRM + formkeep

Connect HelloLeads CRM and formkeep to Build Intelligent Automations

Choose a Trigger

HelloLeads CRM

When this happens...

Choose an Action

formkeep

Automatically do this!

Enable Integrations or automations with these events of HelloLeads CRM and formkeep

Enable Integrations or automations with these events of HelloLeads CRM and formkeep

Triggers

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.

Request a new Trigger for HelloLeads CRM

Actions

Create Lead

Create Lead

Creates a new lead.

Request a new Action for HelloLeads CRM

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Frequently Asked Questions

How do I start an integration between HelloLeads CRM and formkeep?

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

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

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

How often does the data sync between HelloLeads CRM and formkeep?

The data sync between HelloLeads CRM and formkeep 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 formkeep?

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 formkeep?

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

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formkeep

About formkeep

Form endpoints for designers and developers. You control the form look and feel, and FormKeep handles the data.

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