Connect HelloLeads CRM and SendX to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create Contact
Update Contact
Delete Contact
Unsubscribe Contact
Search Contact By Email
Create List
Update List
Delete List
Create Tag
Update Tag
DeleteTag
Ready to use HelloLeads CRM and SendX automations
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.
New Contact Created
Triggers when a new Contact is added to any list.
New List Created
Triggers when a new list Created.
New Tag Created
Trigger when a New Tag created.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Contact
Creates a new contact in SendX.
Update Contact
Update a contact in SendX.
Delete Contact
Creates a contact in SendX.
Unsubscribe Contact
Unsubscribe a Contact in SendX.
Search Contact By Email
Search Contact By Email in Mailtrap.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and SendX accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in SendX (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in SendX. This includes choosing which data fields go into which fields of SendX, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and SendX 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 SendX. 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 SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
Learn More
