Connect toflow.ai and HelloLeads CRM
Integrate toflow.ai with HelloLeads CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in HelloLeads CRM when When new tasks are created in toflow.ai
Create Lead in HelloLeads CRM when When a new company is added in Toflow.ai
Create Lead in HelloLeads CRM when When a person is created in toflow.ai
Create Lead in HelloLeads CRM when When a new deal is created in toflow.ai
Update Company in ToFlow.ai when When Lead Becomes Customer in HelloLeads CRM
Popular toflow.ai + HelloLeads CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
toflow.ai
When this happens...
When new tasks are created
When a new company is added
When a person is created
When a new deal is created
Choose an action
HelloLeads CRM
Automatically do this!
Create Lead
Create Lead in HelloLeads CRM when When new tasks are created in toflow.ai
Use this flowCreate Lead in HelloLeads CRM when When a new company is added in Toflow.ai
Use this flowCreate Lead in HelloLeads CRM when When a person is created in toflow.ai
Use this flowCreate Lead in HelloLeads CRM when When a new deal is created in toflow.ai
Use this flowUpdate Company in ToFlow.ai when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Task in ToFlow.ai when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate List in toflow.ai when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate List Details in toflow.ai when When Lead Becomes Customer in HelloLeads CRM
Use this flowGet Lists from toflow.ai when When Lead Becomes Customer in HelloLeads CRM
Use this flowDelete List in toflow.ai when When Lead Becomes Customer in HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between toflow.ai and HelloLeads CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When new tasks are created
Runs the workflow automatically whenever new tasks are created in the account.
When a new company is added
Runs the workflow automatically whenever a new company is added to the account.
When a person is created
Runs the workflow automatically whenever a new person is created in the account.
When a new deal is created
Runs the workflow automatically whenever a new deal is added to the account.
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 toflow.ai integrations.
Update Company
Update attributes on a company record.
Create Task
Create a task with a title and due date; optionally add description or status, assign an owner or assignee, and link it to a person, company, deal, or other resource.
Create List
Create a new list to organize contacts for outreach campaigns.
Update List Details
Change a list's name, description, icon, or color.
Get Lists
Get workspace lists, optionally filtered by resource type.
Delete List
Archive a list to remove it from active use while keeping it recoverable (soft delete).
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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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 toflow.ai
AI-native multi-channel outreach platform for B2B sales teams to find leads, enrich contacts, and run personalized campaigns across email, LinkedIn, and WhatsApp with AI.
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.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your toflow.ai 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 toflow.ai 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 toflow.ai triggers actions in HelloLeads CRM, and a separate workflow where HelloLeads CRM triggers actions in toflow.ai. 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 toflow.ai and HelloLeads CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire toflow.ai 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.
