
CRM
Helloleads for your Agent
Flow can look up contacts, companies and deals in Helloleads, and with read and write access it can update records.
It asks for your approval before it changes anything in Helloleads. Connect with an API key from your Helloleads account.
Connect Helloleads in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Helloleads.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Helloleads.
What Flow can do depends on what Helloleads offers through its API and on the access you choose.
Things to ask
Type these to Flow once Helloleads is connected.
- Helloleads
Which Helloleads deals are linked to tenders closing this month?
- Helloleads
Create a Helloleads deal for the Vienna hospital tender, with its value and deadline.
About Helloleads
Helloleads is a smart lead management solution built for small businesses. It streamlines lead capture, tracking, and engagement so you never miss a sales opportunity.
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