Connect HelloLeads CRM and Planable
Integrate HelloLeads CRM with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in HelloLeads CRM when When a new post is created in Planable
Create Lead in HelloLeads CRM when When a post becomes fully approved in the workspace in Planable
Create Lead in HelloLeads CRM when When a post is published in Planable
Create Post in Planable when When Lead Becomes Customer in HelloLeads CRM
Add Comment to Post on Planable when When Lead Becomes Customer in HelloLeads CRM
Popular HelloLeads CRM + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
HelloLeads CRM
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Lead in HelloLeads CRM when When a new post is created in Planable
Use this flowCreate Lead in HelloLeads CRM when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Lead in HelloLeads CRM when When a post is published in Planable
Use this flowCreate Post in Planable when When Lead Becomes Customer in HelloLeads CRM
Use this flowAdd Comment to Post on Planable when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Post in Planable when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Campaign in Planable when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Campaign in Planable when When Lead Becomes Customer in HelloLeads CRM
Use this flowView Campaign Details in Planable when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Campaigns from Planable when When Lead Becomes Customer in HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between HelloLeads CRM and Planable.
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.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Post
Creates a new social media post in Planable.
Add Comment to Post
Add a comment to a post for review or collaboration.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to group content, manage approvals, and schedule posts.
Update Campaign
Update a campaign’s details such as name, status, dates, color, icon, and links.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your HelloLeads CRM and Planable accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between HelloLeads CRM and Planable as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Planable. No coding required.
Yes. You can set up a workflow where HelloLeads CRM triggers actions in Planable, and a separate workflow where Planable triggers actions in HelloLeads CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between HelloLeads CRM and Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire HelloLeads CRM and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
