Connect HelloLeads CRM and Weavely to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Generate Form
Get Form Fields
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.
New Form Submission
Trigger fires on When someone opens or loads the form (before any submission).
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Generate Form
Generates a Weavely form from a prompt.
Get Form Fields
String input for the path parameter FORM_ID required by GET /v1/forms/FORM_ID/fields.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Weavely accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Weavely (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Weavely. This includes choosing which data fields go into which fields of Weavely, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Weavely 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 Weavely. 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 Weavely
Weavely is an innovative AI-powered platform designed to enhance productivity and creativity through advanced artificial intelligence tools. It offers a suite of features that streamline workflows, automate tasks, and provide intelligent insights, making it an essential tool for businesses and individuals looking to leverage AI technology.
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