Create integrations between Salesmate and HelloLeads CRM
Add Note in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Create Activity in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Create Company in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Search User in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Create Contact in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Create Deal in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Update Activity in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Update Company in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Update Contact in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Update Deal in Salesmate when When Lead Becomes Customer in HelloLeads CRM
Actions and Triggers
When this happensTriggers
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
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.
Create Deal
Creates a new Deal
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Frequently Asked Questions
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 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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