Connect Urable and HelloLeads CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Update Customer
Choose an Action
Automatically do this!
Create Lead
Ready to use Urable and HelloLeads CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Trigger when a new customer created.
Update Customer
Triggers when an existing customer is updated.
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 Urable integrations.
Search Customer
Retrieves the detail of customer based on email address.
List All Items
Retrieves the detail of all items.
Create Customer
Creates a new customer
Update Customer
Updates an existing customer
Create Lead
Creates a new lead.
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Frequently Asked Questions
To start, connect both your Urable and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Urable triggers actions in HelloLeads CRM (or vice versa).
Absolutely. You can customize how Urable 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.
The data sync between Urable and HelloLeads CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Urable 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.
About Urable
Urable is an application designed for automotive businesses that specialize in detailing, paint protection film, vinyl wrapping, tinting, and ceramic coating. As a cloud-based application with dedicated mobile apps, it allows you to run your business from multiple devices in real-time.
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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