Connect HelloLeads CRM and Seven Time 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 Person
Create Task
Create Work Order
Create Time Log
Create Project
Update Customer
Use the Built-in Integrations
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 Customer
Triggers when a new customer is created in Seven Time.
New Project
Triggers when a new project is created in Seven Time.
New Time Log
Triggers when a new time log is created in Seven Time.
New Work Order
Triggers when a new work order is created in Seven Time.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Contact Person
Creates a Contact Person in Seven Time.
Create Task
Create Task in Seven Time
Create Work Order
Creates a work order in Seven Time.
Create Time Log
Creates a time log in Seven Time.
Create Project
Creates a new project in Seven Time.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Seven Time accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Seven Time (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Seven Time. This includes choosing which data fields go into which fields of Seven Time, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Seven Time 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 Seven Time. 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 Seven Time
Seven Time is a comprehensive time tracking and project management tool designed to help businesses and teams efficiently manage their time and resources. It offers features such as time tracking, project management, invoicing, and reporting, making it an ideal solution for businesses looking to streamline their operations and improve productivity.
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