Connect HelloLeads CRM and Graphy to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Enroll Learner to Course
Unenroll Learner from Course
Create a Learner
Find Product
Update Course Validity
Find Learner
Reset Learners Password
Get Learner by ID
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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 Learner is created
Triggers when a learner is created
New Success Transaction
Triggers when the process of purchase transaction is complete
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Enroll Learner to Course
Enroll a learner to a course by email ID
Unenroll Learner from Course
Unenroll a Lerner from Course using email ID
Create a Learner
Creates a learner using email ID and Name
Find Product
Find product course/package details by name or ID
Update Course Validity
Update the course validity of the learner.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Graphy accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Graphy (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Graphy. This includes choosing which data fields go into which fields of Graphy, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Graphy 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 Graphy. 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 Graphy
Graphy is a platform that enables creators to build and sell interactive courses. It provides tools for video hosting, quizzes, and community engagement, allowing creators to offer a comprehensive learning experience.
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