Connect SendX and HelloLeads CRM
Integrate SendX with HelloLeads CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in SendX when When Lead Becomes Customer in HelloLeads CRM
Update Contact in SendX when When Lead Becomes Customer in HelloLeads CRM
Delete Contact from SendX when When Lead Becomes Customer in HelloLeads CRM
Unsubscribe Contact in Sendx when When Lead Becomes Customer in HelloLeads CRM
Search Contact By Email in SendX when When Lead Becomes Customer in HelloLeads CRM
Popular SendX + HelloLeads CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
SendX
When this happens...
New Contact Created
New List Created
New Tag Created
Choose an action
HelloLeads CRM
Automatically do this!
Create Lead
Create Contact in SendX when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Contact in SendX when When Lead Becomes Customer in HelloLeads CRM
Use this flowDelete Contact from SendX when When Lead Becomes Customer in HelloLeads CRM
Use this flowUnsubscribe Contact in Sendx when When Lead Becomes Customer in HelloLeads CRM
Use this flowSearch Contact By Email in SendX when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate List in SendX when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate List in Sendx when When Lead Becomes Customer in HelloLeads CRM
Use this flowDelete List in Sendx when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Tag in SendX when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Tag in Sendx when When Lead Becomes Customer in HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between SendX and HelloLeads CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Triggers when a new Contact is added to any list.
New List Created
Triggers when a new list Created.
New Tag Created
Trigger when a New Tag created.
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 SendX integrations.
Create Contact
Create or update SendX contact
Update Contact
Update a contact in SendX.
Delete Contact
Creates a contact in SendX.
Unsubscribe Contact
Unsubscribe a Contact in SendX.
Search Contact By Email
Search Contact By Email in Mailtrap.
Create List
Creates a list in SendX.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SendX and HelloLeads CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SendX and HelloLeads CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach HelloLeads CRM. No coding required.
Yes. You can set up a workflow where SendX triggers actions in HelloLeads CRM, and a separate workflow where HelloLeads CRM triggers actions in SendX. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SendX and HelloLeads CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SendX and HelloLeads CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
