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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.

Which Helloleads deals are linked to tenders closing this month?

Connect Helloleads in three steps

  1. 01

    Connect an account

    In Tendersight, open Settings, then Integrations, and connect Helloleads.

  2. 02

    Choose what the Agent may do

    Choose the Agent’s access: Read only, Read and write, or Disabled.

  3. 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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Start for free today.