Connect HelloLeads CRM and Holded to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Services
Get Projects
Get Tasks
List employees
List accounting accounts
Create Events
Create Employee
Ready to use HelloLeads CRM and Holded 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.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Holded accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Holded (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Holded. This includes choosing which data fields go into which fields of Holded, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Holded 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 Holded. 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 Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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