Connect HelloLeads CRM and ReadMe to Build Intelligent Automations
Ready to use HelloLeads CRM and ReadMe automations
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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.
Updated branches
Retrieve branches updated in the last N minutes.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Show documentation branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create documentation category
Create a new documentation category in the selected branch and section.
Update category
Update a category's title, sidebar position, or section in the selected ReadMe branch.
Create custom page
Create a documentation page in a selected project version by setting the title, URL slug, content, appearance, SEO metadata, and visibility.
Upload image
Add an image to your ReadMe documentation.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and ReadMe accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in ReadMe (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in ReadMe. This includes choosing which data fields go into which fields of ReadMe, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and ReadMe 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 ReadMe. 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 ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
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