Connect HelloLeads CRM and kiwili to Build Intelligent Automations

Choose a Trigger

HelloLeads CRM

When this happens...

Choose an Action

kiwili

Automatically do this!

Enable Integrations or automations with these events of HelloLeads CRM and kiwili

Enable Integrations or automations with these events of HelloLeads CRM and kiwili

Triggers

When Lead Becomes Customer

When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

New Lead Added

New Lead Added

Triggers when a new lead is added to HelloLeads CRM.

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Actions

Create Lead

Create Lead

Creates a new lead.

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Frequently Asked Questions

How do I start an integration between HelloLeads CRM and kiwili?

To start, connect both your HelloLeads CRM and kiwili accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in kiwili (or vice versa).

Can we customize how data from HelloLeads CRM is recorded in kiwili?

Absolutely. You can customize how HelloLeads CRM data is recorded in kiwili. This includes choosing which data fields go into which fields of kiwili, setting up custom formats, and filtering out unwanted information.

How often does the data sync between HelloLeads CRM and kiwili?

The data sync between HelloLeads CRM and kiwili typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from HelloLeads CRM to kiwili?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between HelloLeads CRM and kiwili?

Yes, you can set conditional logic to control the flow of data between HelloLeads CRM and kiwili. 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.

HelloLeads CRM

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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kiwili

About kiwili

ERP & online account management software for your small business

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