Connect HelloLeads CRM and Joget to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
App version list
List All Apps
List Published Userviews
List Published processes
List forms of an specific App
List CRM Accounts
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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 CRM Account
Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
App version list
Retrieves all version of an app.
List All Apps
Retrieve a list of all available apps.
List Published Userviews
Retrieve a list of published userviews for an app.
List Published processes
Return all published app processes available in the Joget instance.
List forms of an specific App
Retrieve the forms configured in a specified Joget app. Returns form details or a message if no forms are found.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Joget accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Joget (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Joget. This includes choosing which data fields go into which fields of Joget, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Joget 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 Joget. 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 Joget
Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.
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