Connect Lark and HelloLeads CRM to Build Intelligent Automations
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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 Lark integrations.
Create Lark Sheet
Create a new Sheet in Lark
Search a Group Chat in Lark
Searches for a Lark Group Chat that users or bot are in by name
Search a Lark Base
Search for a Lark Base by name or keyword
Search Lark Calendar Event
Search user's Lark calendar events
Search a Lark Docs
Search for a Lark Base by name or keyword
Search a Lark File
Search a Lark File by key word
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Frequently Asked Questions
To start, connect both your Lark and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Lark triggers actions in HelloLeads CRM (or vice versa).
Absolutely. You can customize how Lark data is recorded in HelloLeads CRM. This includes choosing which data fields go into which fields of HelloLeads CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Lark and HelloLeads CRM 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 Lark and HelloLeads CRM. 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 Lark
Lark is a next-generation office suite that integrates messaging, video conferencing, schedule management, collaborative documents, and more into a single platform, designed to enhance productivity and streamline communication for teams.
Learn MoreAbout 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.
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