Any.do Personal + HelloLeads

Create new HelloLeads leads from new tasks in Any.do Personal

Organize your tasks and leads more efficiently with this automation. Whenever you create a new task in Any.do Personal, a lead gets instantly created in HelloLeads. This ensures you never miss any potential business opportunity every time you mark a task. Simplify your personal and professional management with this seamless workflow.

When this happens...
New Task
Triggers when a new task is created.
TriggerPolling
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- List
Trigger
Polling
Try It
- List NameRequired
Action
Write
- TaskRequired
- Title
- Status
Action
Write
- TitleRequired
- ListRequired
- Due Date
- Set Reminder?
- Note
Action
Search or write
New Leads
Triggers when new lead is added into HelloLeads.
Trigger
Polling
Try It

- ListRequired
Trigger
Polling
Try It
- ListRequired
- TitleRequired
- Due Date
- Set Reminder?
- Note
Action
Write
- Task titleRequired
Action
Search
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
Trigger
Polling
Try It
- First NameRequired
- Last Name
- ListRequired
- Email AddressRequired
- Mobile NoRequired
- Designation
- Company
- Direct number
- Alternate Number
- Office number
- Address Line 1
- Address Line 2
- City
- State
- Zip
- Country
- Website
- Notes
- Interests
- Potential
- Deal Size
- Customer group
- Tags
Action
Write