Connect Heltar and mobicrm to Build Intelligent Automations
Choose a Trigger
When this happens...
New Client Is Created
Choose an Action
Automatically do this!
- Request a new Action for mobicrm
Enable Integrations or automations with these events of Heltar and mobicrm
Enable Integrations or automations with these events of Heltar and mobicrm
Triggers
New Client Is Created
Runs when a new client is created.
Actions
List All Campaigns
Retrieve the list of all campaign
List All Clients
Retrieve the list of all clients
List All Templates
Retrieve the list of all templates
Create or Update Client
Create or update client record
Fetch Client Messages
This will fetch all the messages of a particular client.
Send Text Message hold
Send text messages allow to your clients.
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Frequently Asked Questions
To start, connect both your Heltar and mobicrm accounts to viaSocket. Once connected, you can set up a workflow where an event in Heltar triggers actions in mobicrm (or vice versa).
Absolutely. You can customize how Heltar data is recorded in mobicrm. This includes choosing which data fields go into which fields of mobicrm, setting up custom formats, and filtering out unwanted information.
The data sync between Heltar and mobicrm 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 Heltar and mobicrm. 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 Heltar
Heltar is a cutting-edge platform designed to revolutionize the way businesses manage their operations and enhance productivity. With a focus on seamless integration and user-friendly interfaces, Heltar provides tools and solutions that cater to various business needs, ensuring efficient workflow management and improved collaboration.
Learn MoreAbout mobicrm
MobiCRM is a smartphone-first CRM, designed for your itinerant sales force, offering prospection tools, contacts management, and calendar synchronization.
Learn More
