
When this happens...
When Lead Becomes Customer
New Lead Added

Automatically do this!
Create User
Get a Offer
Assign User Access
Get User Detail by Email
Get a Program
Update a User
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when Lead stage is changed to Won stage.
Triggers when a new lead is added to HelloLeads CRM.
Triggers when a new user is added to your storefront.
Trigger when new program video is uploaded.
Triggers when a Offer is processed for subscriptions, bundles.
Action is the task that follows automatically within your HelloLeads CRM integrations.
Creates a new lead.
Creates a new user
Get a Offer
Assigns a bundle or subscription to a customer.
Get a Customer/User Detail by email
Get a Program

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To start, connect both your HelloLeads CRM and Uscreen accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Uscreen (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Uscreen. This includes choosing which data fields go into which fields of Uscreen, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Uscreen 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 Uscreen. 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.
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 MoreUscreen is a fully hosted video platform enabling you to sell and distribute your videos online.
Learn More