Connect HelloLeads CRM and mentortools to Build Intelligent Automations
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When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
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Total Courses
Course info by ID
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Get Module information
Lesson by ID
Add module submodule
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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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Get Courses
Get simplified list of courses
Create Courses
Total Courses
Get total count of courses
Course info by ID
Get course info by ID (simple info)
Get module by ID
Get module info by ID
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and mentortools accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in mentortools (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in mentortools. This includes choosing which data fields go into which fields of mentortools, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and mentortools 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 mentortools. 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 mentortools
Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.
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