Connect HelloLeads CRM and Skyvern to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Run a Workflow
Create and Run a Task V2
Create and Run a Task
Get a Task
Create a session
Ready to use HelloLeads CRM and Skyvern 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.
New or Updated Skyvern Workflow
Fetch Skyvern workflows created or updated within the specified recent time window and return them newest first.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Run a Workflow
Launch a Skyvern workflow run using a workflow ID and optional title, proxy location, webhook, and browser address. Returns the run ID, status, and a link to view the run.
Create and Run a Task V2
Create and run a complicated goal.
Create and Run a Task
Creates and starts a Skyvern task for a given URL and prompt, returning the task run ID, initial status, and app URL.
Get a Task
Fetch the full details of a specific task by its Task ID.
Create a session
Start a new Skyvern browser session. Optionally set a session timeout and choose a proxy location.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Skyvern accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Skyvern (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Skyvern. This includes choosing which data fields go into which fields of Skyvern, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Skyvern 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 Skyvern. 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 Skyvern
Skyvern is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Skyvern offers a suite of tools that cater to various business needs, from project management to team collaboration. Its robust features are tailored to streamline workflows, improve communication, and drive efficiency across teams.
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