Connect HelloLeads CRM and TMETRIC to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Get recent tasks
latest time entry
Get projects for time entry
Tags for time entry
Get statuses live
List time‑off requests
Get an invoice
List clients
List Managed Teams
Create Task
Create Project
Delete Invoice
Delete Timesheet
Delete Task by ID
Delete Time Entry
Update Invoice Status
Modify Task
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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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Get recent tasks
List recently created or updated tasks
latest time entry
Fetch the most recently tracked time entry
Get projects for time entry
Get projects available for time tracking
Tags for time entry
Get tags available within a specified project
Get statuses live
Retrieve current time‑tracking statuses of all users
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and TMETRIC accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in TMETRIC (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in TMETRIC. This includes choosing which data fields go into which fields of TMETRIC, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and TMETRIC 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 TMETRIC. 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 TMETRIC
TMetric is a comprehensive time tracking software designed to help businesses and freelancers manage their time efficiently. It offers features such as time tracking, project management, team management, and reporting, making it an ideal tool for improving productivity and ensuring accurate billing.
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