Integrations HelloLeads CRM SerwerSMS
HelloLeads CRM + SerwerSMS

Connect HelloLeads CRM and SerwerSMS to Build Intelligent Automations

Choose a Trigger

HelloLeads CRM

When this happens...

Choose an Action

SerwerSMS

Automatically do this!

Ready to use HelloLeads CRM and SerwerSMS automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

When Lead Becomes Customer

When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

New Lead Added

New Lead Added

Triggers when a new lead is added to HelloLeads CRM.

New Message Received

New Message Received

Triggers when a new message is received.

New Message Sent

New Message Sent

Triggers when a new message is sent.

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Do thisActions

Action is the task that follows automatically within your HelloLeads CRM integrations.

Create Lead

Create Lead

Creates a new lead.

Add Phone Number to Blacklist

Add Phone Number to Blacklist

Add a phone number to the blacklist to prevent it from receiving SMS.

Add Contact

Add Contact

Add a new contact.

Send SMS

Send SMS

Send message SMS.

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Frequently Asked Questions

How do I start an integration between HelloLeads CRM and SerwerSMS?

To start, connect both your HelloLeads CRM and SerwerSMS accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in SerwerSMS (or vice versa).

Can we customize how data from HelloLeads CRM is recorded in SerwerSMS?

Absolutely. You can customize how HelloLeads CRM data is recorded in SerwerSMS. This includes choosing which data fields go into which fields of SerwerSMS, setting up custom formats, and filtering out unwanted information.

How often does the data sync between HelloLeads CRM and SerwerSMS?

The data sync between HelloLeads CRM and SerwerSMS typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from HelloLeads CRM to SerwerSMS?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between HelloLeads CRM and SerwerSMS?

Yes, you can set conditional logic to control the flow of data between HelloLeads CRM and SerwerSMS. 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.

HelloLeads CRM

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.

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SerwerSMS

About SerwerSMS

SerwerSMS is a comprehensive platform for managing SMS communication, offering tools for sending bulk messages, notifications, and marketing campaigns. It is designed to enhance customer engagement and streamline communication processes.

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