Salesmate

CRM

HelloLeads CRM

Customer Relationship Management

Integrations Salesmate HelloLeads CRM

Create integrations between Salesmate and HelloLeads CRM

TRY IT

Add Note in Salesmate when When Lead Becomes Customer in HelloLeads CRM

TRY IT

Create Activity in Salesmate when When Lead Becomes Customer in HelloLeads CRM

TRY IT

Create Company in Salesmate when When Lead Becomes Customer in HelloLeads CRM

TRY IT

Search User in Salesmate when When Lead Becomes Customer in HelloLeads CRM

TRY IT

Create Contact in Salesmate when When Lead Becomes Customer in HelloLeads CRM

TRY IT

Search Activity through Salesmate when When Lead Becomes Customer in HelloLeads CRM

TRY IT

Search Company in Salesmate when When Lead Becomes Customer in HelloLeads CRM

TRY IT

Search Contact in Salesmate when When Lead Becomes Customer in HelloLeads CRM

TRY IT

Add Note in Salesmate when New Lead Added to HelloLeads CRM

TRY IT

Create Activity in Salesmate when New Lead Added to HelloLeads CRM

Actions and Triggers

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

Add Note

Adds Note based on previous step.

Create Activity

Creates a new Activity, probably with input from previous steps.

Create Company

Creates a new Company, probably with input from previous steps.

Search User

Find an User based on different fields.

Create Contact

Creates a new Contact, probably with input from previous steps.

Search Activity

Finds an activity based on different fields

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

Know more

5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

Know more

How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

Know more

Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Salesmate

Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.

Learn More

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 More