Connect HelloLeads CRM and Hex to Build Intelligent Automations
Ready to use HelloLeads CRM and Hex automations
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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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Collection
Create a collection with a name, optional description, and sharing settings for users, groups, or workspace members.
Create Group
Create a new group and add selected users as members.
List Groups
Retrieve all groups in your Hex workspace.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Hex accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Hex (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Hex. This includes choosing which data fields go into which fields of Hex, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Hex 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 Hex. 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 Hex
Hex is a cutting-edge platform designed for tech enthusiasts and professionals, offering innovative solutions and tools to enhance your technological projects and workflows.
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