GoCanvas + HelloLeads

Create new HelloLeads leads from GoCanvas submissions

Easily streamline your lead management process with this workflow that connects GoCanvas to HelloLeads. When a new submission is received in GoCanvas, it will automatically create a lead in HelloLeads, making it simpler to manage and organize your leads. Save time and improve your efficiency with this seamless integration between the two apps.

Easily streamline your lead management process with this workflow that connects GoCanvas to HelloLeads. When a new submission is received in GoCanvas, it will automatically create a lead in HelloLeads, making it simpler to manage and organize your leads. Save time and improve your efficiency with this seamless integration between the two apps.

  1. When this happens...
    GoCanvasGoCanvas
    New Submission

    Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.

    TriggerInstant
  2. automatically do this!
    HelloLeadsHelloLeads
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
  • HelloLeads triggers, actions, and search

    When Lead Becomes Customer

    Triggers when Lead stage is changed to Won stage.

    Trigger
    Scheduled
    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
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
  • HelloLeads triggers, actions, and search

    New Leads

    Triggers when new lead is added into HelloLeads.

    Trigger
    Scheduled
    Try It
gocanvas logo
gocanvas logo

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
Learn more

Related categories

  • Forms & Surveys

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helloleads logo
helloleads logo

About HelloLeads

HelloLeads offers sales CRM software to manage leads, improve customer relationships & more.

Related categories

  • CRM (Customer Relationship Management)

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