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

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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.
Action is the task that follows automatically within your HelloLeads CRM integrations.
Creates a new lead.
Get a clear answer to a specific question about an image.
Classify an image based on general knowledge or predefined classes.
Compare two images and return a clear summary of their similarities and differences.
Generate a short, plain‑language description and optional tags for an image provided as a URL or base64 string.
Extract specified text or numeric fields from an image (URL or base64) and return them as structured data.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your HelloLeads CRM and ViscribeAI accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in ViscribeAI (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in ViscribeAI. This includes choosing which data fields go into which fields of ViscribeAI, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and ViscribeAI 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 ViscribeAI. 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 MoreViscribeAI is a cutting-edge AI tool designed to enhance transcription and note-taking processes. Leveraging advanced machine learning algorithms, it provides accurate and efficient transcription services, making it ideal for professionals and businesses seeking to streamline their documentation tasks.
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