Connect HelloLeads CRM and Teamdeck to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Add booking
Create Project
Create Resource
Create Organization Unit
Time Entry Resource
Update Project
Add New MileStone
List Resources
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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Add booking
Add a new Booking to the Selected Resource.
Create Project
Creates a new Project in your Organization.
Create Resource
Creates a new rRsource in your Account.
Create Organization Unit
Creates a organization unit.
Time Entry Resource
Add a new time Entry assigned to any Resource within your Organization.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Teamdeck accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Teamdeck (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Teamdeck. This includes choosing which data fields go into which fields of Teamdeck, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Teamdeck 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 Teamdeck. 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 Teamdeck
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
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