HelloAlex

HelloAlex Help & Support

What HelloAlex Triggers and Actions are Supported

Supported Triggers#

  • New Lead - Triggers when a new lead is added.

Supported Searches#

  • Find Lead - Finds a lead by phone or email.

Supported Actions#

  • Add Tags to Lead - Adds tags to a lead.
  • Remove Tags From Lead - Removes tags from a lead.
  • Create Lead - Creates a new lead.

How to Get Started with HelloAlex on Zapier

When you start creating a HelloAlex Zap, you will be asked to connect your HelloAlex account.

Click to connect  HelloAlex

When you click connect, you will then be asked to enter your HelloAlex username and password.

HelloAlex username and password

If those steps were correct, you'll get sent back to your Zap where you will now have your HelloAlex account successfully connected!

 HelloAlex connection successfull

Common Problems with HelloAlex on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

HelloAlex is a platform for real estate agents to trigger omni-channel lead qualification to increase conversions.

Getting Started with Zapier