
When this happens...
When Lead Becomes Customer
New Lead Added

Automatically do this!
Get Contact Lists
Create Contact
Create Contact List
Delete Contact List
Delete a Contact
Update Contact
Delete a Contact Field
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when Lead stage is changed to Won stage.
Triggers when a new lead is added to HelloLeads CRM.
Action is the task that follows automatically within your HelloLeads CRM integrations.
Creates a new lead.
Allows you to get the list of your Lists and their IDs.
Creates a new contact.
Creates a new Contact Lists.
Delete existing Contact List.
Deletes Contact by his email.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your HelloLeads CRM and Mailtrap accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Mailtrap (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Mailtrap. This includes choosing which data fields go into which fields of Mailtrap, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Mailtrap 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 Mailtrap. 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 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 MoreMailtrap is a tool designed for safe email testing, allowing developers to inspect and debug emails before they reach real users. It provides a virtual inbox to capture and analyze emails, ensuring that they are correctly formatted and free of errors. This service is essential for developers and QA teams who need to test email functionality without sending emails to actual recipients.
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