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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Topic
Triggers when a new topic is created in a UserEcho forum.
New Comment
Triggers when a new comment is posted in UserEcho.
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 UserEcho integrations.
Create a Forum
Create a new forum
Create a Topic
Create a new topic by forum id
Create Lead
Creates a new lead.
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Frequently Asked Questions
To start, connect both your UserEcho and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in UserEcho triggers actions in HelloLeads CRM (or vice versa).
Absolutely. You can customize how UserEcho 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 UserEcho 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 UserEcho 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 UserEcho
Integrate with UserEcho to manage customer feedback, support tickets, and community interactions seamlessly.
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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