HelloLeads CRM

Customer Relationship Management, Sales Automation

Plane.so

Project Management, Productivity

Integrations HelloLeads CRM Plane.so

Create integrations between HelloLeads CRM and Plane.so

Add a Project in Plane.so when When Lead Becomes Customer in HelloLeads CRM

Fetch all projects from Plane.so when When Lead Becomes Customer in HelloLeads CRM

Get Project Details in Plane.so when When Lead Becomes Customer in HelloLeads CRM

Update project details in Plane.so when When Lead Becomes Customer in HelloLeads CRM

Create an Issue in Plane.so when When Lead Becomes Customer in HelloLeads CRM

Retrieve Project Issues in Plane.so when When Lead Becomes Customer in HelloLeads CRM

Get a issue details in Plane.so when When Lead Becomes Customer in HelloLeads CRM

Delete an issue in Plane.so when When Lead Becomes Customer in HelloLeads CRM

Add a Project in Plane.so when New Lead Added to HelloLeads CRM

Fetch all projects from Plane.so when New Lead Added to HelloLeads CRM

Actions and Triggers

Triggers

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.

New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

Actions

Create Lead

Creates a new lead.

Add a Project

Add project in a workspace.

Fetch all projects

Fetches a list of all projects within a specified workspace.

Get Project Details

Get project details in a workspace.

Update project details

Update a project in a workspace.

Create an Issue

Adds a new issue to a specified project.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

Know more

5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

Know more

How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

Know more

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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

About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

Learn More