Connect HelloLeads CRM and Whole Practice to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
- Request a new Action for Whole Practice
Enable Integrations or automations with these events of HelloLeads CRM and Whole Practice
Enable Integrations or automations with these events of HelloLeads CRM and Whole Practice
Triggers
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.
Actions
Create Lead
Creates a new lead.
Know More About Helloleads Crm and Whole Practice Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your HelloLeads CRM and Whole Practice accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Whole Practice (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Whole Practice. This includes choosing which data fields go into which fields of Whole Practice, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Whole Practice 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 Whole Practice. 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 Whole Practice
Whole Practice is a full practice management platform for Wellness Professionals.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.