How to connect HelloLeads + HelpSpace
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- When Lead Becomes CustomerTriggers when Lead stage is changed to Won stage.Trigger
- New LeadsTriggers when new lead is added into HelloLeads.Trigger
- Create LeadCreates a new lead.Action
- New CustomerTriggers when a new customer is created.Trigger
- New TicketTriggers when a new support ticket is created.Trigger
- Customer CreateCreates a new CustomerAction
- Ticket CreateCreates a new ticketAction
- Customer DeleteDeletes a CustomerAction
Move ticket to trash
Updates a Customer
Updates a Ticket
- Step 1: Authenticate HelloLeads and HelpSpace.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.