Connect HelloLeads CRM and isms.online to Build Intelligent Automations
Enable Integrations or automations with these events of HelloLeads CRM and isms.online
Enable Integrations or automations with these events of HelloLeads CRM and isms.online
Triggers
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.
Actions
Create Lead
Creates a new lead.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and isms.online accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in isms.online (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in isms.online. This includes choosing which data fields go into which fields of isms.online, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and isms.online 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 isms.online. 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.
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About isms.online
ISMS.online is a cloud-based compliance management platform that helps businesses manage information security, privacy, and regulatory compliance. It simplifies the process of maintaining standards like ISO 27001 and GDPR through tools for risk assessments, policy management, and auditing. The platform provides centralized control, real-time updates, and automated workflows to ensure ongoing compliance and streamline security processes.
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