Connect HelloLeads CRM and Gmail to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Send Email With Attachments
Add or Remove Label to Email
Reply to Email
Get Thread Replies
Search Gmail Messages
Get Email Attachment
Create Gmail Draft
List all Mails
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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.
New Attachment
Retrieve recent Gmail messages (optionally filtered by label) that contain attachments, upload those attachments to Viasocket, and return message and attachment details.
New Email Received
Runs when new email arrives
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Send Email With Attachments
Send an email and attach files or Google Drive links.
Add or Remove Label to Email
Add or remove a label on a specific email or the first email that matches a subject or sender.
Reply to Email
Reply to an existing Gmail thread (plain text or HTML). Supports To/CC/BCC, attachments, custom sender name, and optional labels.
Get Thread Replies
Retrieve all messages in a thread excluding those sent from the specified email address.
Search Gmail Messages
Find Gmail messages by sender, subject, label, or AI/advanced query and return message details, attachments, and a next-page token.
Know More About Helloleads Crm and Gmail Integrations
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Step by step guides to integrate HelloLeads CRM and Gmail
Frequently Asked Questions
To start, connect both your HelloLeads CRM and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Gmail (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Gmail 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 Gmail. 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 Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
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