Connect HelloLeads CRM and Zoho Catalyst to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Delete project
Search Project
Ready to use HelloLeads CRM and Zoho Catalyst automations
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Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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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.
Delete project
Delete a project in Zoho Catalyst.
Search Project
Get details for a Zoho Catalyst project
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Zoho Catalyst accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Zoho Catalyst (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Zoho Catalyst. This includes choosing which data fields go into which fields of Zoho Catalyst, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Zoho Catalyst 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 Zoho Catalyst. 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 Zoho Catalyst
Zoho Catalyst is a powerful serverless platform that enables developers to build and deploy scalable applications effortlessly. With a suite of tools and services, it streamlines the development process, allowing for rapid innovation and deployment.
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