HelloLeads + RepCard

Create leads in HelloLeads from new contacts in RepCard

With this workflow, whenever a new contact gets added in your RepCard app, a corresponding lead will be created in HelloLeads. It simplifies the contact management process, making it efficient and seamless in maintaining consistency across your applications. Enjoy a streamlined process without manual entry, and ensure your lead collection is always up-to-date.

When this happens...
New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
TriggerInstant
automatically do this!
Create Lead
Creates a new lead.
ActionWrite

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Supported triggers and actions

- Trigger when any appointment is changed to the status(s) below:Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- EventRequired
- First Name
- Last Name
- Ticket NumberRequired
- Email
- Phone Number
- Company Name
- Ticket TypeRequired
Action
Write
- Appointment Title
- First NameRequired
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- CalendarRequired
- SetterRequired
- Closer
- Appointment Start TimeRequired
- Appointment End TimeRequired
Action
Write

- EventRequired
- Ticket TypeRequired
- First NameRequired
- Last NameRequired
- EmailRequired
- Country CodeRequired
- Phone NumberRequired
- Job TitleRequired
- Company NameRequired
Action
Write
- Send To Existing ContactRequired
- Send Via SMSRequired
- Send Via EmailRequired
- Who's RepCard do you want to send?Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial MessageRequired
- Choose Contact
- Include Social Media LinksRequired
- Choose text campaign
Action
Write

When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
Trigger
Polling
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- 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

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
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- Trigger when any user registered to the Event belowRequired
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- StatRequired
- Date TimeRequired
- Owner TypeRequired
- Stat OwnerRequired
- Stat UIDRequired
- Stat ValueRequired
Action
Write
- First Name
- Last Name
- TypeRequired
- Contact OwnerRequired
- Email
- Country Code
- Phone Number
- StatusRequired
- Company Name
- Title
- Address
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First NameRequired
- Last Name
- User EmailRequired
- Country CodeRequired
- Phone NumberRequired
- RoleRequired
- Job TitleRequired
- OfficeRequired
- Team
Action
Write
- ContactRequired
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- StatusRequired
- Notes
- Address
- State
- City
- Zip
Action
Write
New Leads
Triggers when new lead is added into HelloLeads.
Trigger
Polling
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