Integrations surveycto HelloLeads CRM
surveycto + HelloLeads CRM

Connect surveycto and HelloLeads CRM to Build Intelligent Automations

Choose a Trigger

surveycto

When this happens...

Choose an Action

HelloLeads CRM

Automatically do this!

Enable Integrations or automations with these events of surveycto and HelloLeads CRM

Enable Integrations or automations with these events of surveycto and HelloLeads CRM

Triggers

When Lead Becomes Customer

When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

New Lead Added

New Lead Added

Triggers when a new lead is added to HelloLeads CRM.

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Actions

Create Lead

Create Lead

Creates a new lead.

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Frequently Asked Questions

How do I start an integration between surveycto and HelloLeads CRM?

To start, connect both your surveycto and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in surveycto triggers actions in HelloLeads CRM (or vice versa).

Can we customize how data from surveycto is recorded in HelloLeads CRM?

Absolutely. You can customize how surveycto 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.

How often does the data sync between surveycto and HelloLeads CRM?

The data sync between surveycto and HelloLeads CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from surveycto to HelloLeads CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between surveycto and HelloLeads CRM?

Yes, you can set conditional logic to control the flow of data between surveycto 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.

surveycto

About surveycto

SurveyCTO is a platform for digital data collection, optimized for ease-of-use, data security, and use in offline (field) settings.

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HelloLeads CRM

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