Connect HelloLeads CRM and GanttPRO to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create Task
Create Project
Delete Task
Update task
Add Comment To Task
Ready to use HelloLeads CRM and GanttPRO 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.
New Task
Returns tasks from the selected project that were created within the past number of minutes specified by the scheduledTime input.
New Comment
Returns comments added to the selected task within the past specified number of minutes.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Task
Create a new task in a GanttPRO project with specified name, dates, status, priority, progress, estimation, deadline, and color.
Create Project
Create a new project in GanttPRO with a name, optional description, start date, and configuration (duration view and working days).
Delete Task
Permanently deletes the selected task from the specified GanttPRO project.
Update task
Update an existing GanttPRO task — modify its name, description, status, priority, progress, deadline, estimation, or color.
Add Comment To Task
Adds a comment to a specific task in a GanttPRO project by the selected user.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and GanttPRO accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in GanttPRO (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in GanttPRO. This includes choosing which data fields go into which fields of GanttPRO, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and GanttPRO 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 GanttPRO. 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 GanttPRO
Ganttpro is a powerful project management tool that helps teams plan, schedule, and manage their projects using Gantt charts. It offers features like task management, resource allocation, and time tracking to ensure projects are completed on time and within budget.
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