Integrations HelloLeads CRM magnetis
HelloLeads CRM + magnetis

Connect HelloLeads CRM and magnetis to Build Intelligent Automations

Choose a Trigger

HelloLeads CRM

When this happens...

Choose an Action

magnetis

Automatically do this!

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

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

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.

Request a new Trigger for HelloLeads CRM

Actions

Create Lead

Create Lead

Creates a new lead.

Request a new Action for HelloLeads CRM

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between HelloLeads CRM and magnetis 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 magnetis?

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 magnetis?

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

Learn More
magnetis

About magnetis

Magnetis Call-tracking is a ROI solution which permits your company to follow and analyse its incoming calls. Thanks to the data collected, you get a precise and reliable insight of the performance of each channel or operation of communication that you use in your strategy.

Learn More