Connect HelloLeads CRM and Smartlead AI
Integrate HelloLeads CRM with Smartlead AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Campaign in Smartleadai when When Lead Becomes Customer in HelloLeads CRM
Get Campaign By Id in Smartleadai when When Lead Becomes Customer in HelloLeads CRM
Fetch Lead by email address from Smartlead AI when When Lead Becomes Customer in HelloLeads CRM
Update lead by ID in Smartleadai when When Lead Becomes Customer in HelloLeads CRM
Add Client in Smartleadai when When Lead Becomes Customer in HelloLeads CRM
Popular HelloLeads CRM + Smartlead AI flows
Start from a real workflow other teams are already running.
Choose a trigger
HelloLeads CRM
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an action
Smartlead AI
Automatically do this!
List all Campaigns
Create Campaign
Get Campaign By Id
Delete Campaign By Id
List all leads by Campaign ID
Fetch Lead Categories
Fetch Lead by email address
Update lead by ID
Add Client
Add leads to a campaign by ID
Add Lead/Domain to Global Block List
Update Campaign Status
Update a lead’s category
Get Campaign Analytics
Get All Email Account
Pause Lead
Resume Lead
Delete Lead By Campaign ID
List All Clients
Create Campaign in Smartleadai when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Campaign By Id in Smartleadai when When Lead Becomes Customer in HelloLeads CRM
Use this flowFetch Lead by email address from Smartlead AI when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate lead by ID in Smartleadai when When Lead Becomes Customer in HelloLeads CRM
Use this flowAdd Client in Smartleadai when When Lead Becomes Customer in HelloLeads CRM
Use this flowResume Lead in Smartlead AI when When Lead Becomes Customer in HelloLeads CRM
Use this flowList all Campaigns in Smartleadai when New Lead Added to HelloLeads CRM
Use this flowFetch Lead by email address from Smartlead AI when New Lead Added to HelloLeads CRM
Use this flowAdd Client in Smartleadai when New Lead Added to HelloLeads CRM
Use this flowAdd Lead/Domain to Global Block List in Smartleadai when New Lead Added to HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between HelloLeads CRM and Smartlead AI.
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.
Lead Unsubscribed
Triggers when a lead is unsubscribed
Lead Category Updated
Triggers when a lead category is updated
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
List all Campaigns
This endpoint fetches all the campaigns in your account
Create Campaign
This endpoint creates a new campaign
Get Campaign By Id
This endpoint fetches a campaign based on its ID
Delete Campaign By Id
This endpoint deletes a campaign based on its ID
List all leads by Campaign ID
This endpoint fetches all the leads in a campaign using the campaign’s ID
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 Smartlead AI
Smartlead AI is a cutting-edge platform designed to revolutionize lead generation and management using artificial intelligence. It offers advanced tools to automate and optimize the process of acquiring and nurturing leads, making it an essential tool for businesses looking to enhance their marketing and sales strategies.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your HelloLeads CRM and Smartlead AI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between HelloLeads CRM and Smartlead AI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Smartlead AI. No coding required.
Yes. You can set up a workflow where HelloLeads CRM triggers actions in Smartlead AI, and a separate workflow where Smartlead AI triggers actions in HelloLeads CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between HelloLeads CRM and Smartlead AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire HelloLeads CRM and Smartlead AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
