Connect HelloLeads CRM and Smartlead AI to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
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
Ready to use HelloLeads CRM and Smartlead AI 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.
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
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Smartlead AI accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Smartlead AI (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Smartlead AI. This includes choosing which data fields go into which fields of Smartlead AI, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Smartlead AI 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 Smartlead AI. 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 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
