Helloleads Reference, 3 actions

01. Operations

Act on Helloleads from a workflow

Operations are the actions a workflow can take in Helloleads, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Lead Lists

1 operation

Retrieve and manage your available lead lists within Helloleads. This is useful when you need to understand what lead collections exist in your account before querying or working with specific leads.

Action

List Lead Lists

HELLOLEADS_LIST_LISTS

Retrieve all your lead lists from HelloLeads to see what lists are available for organizing and managing your leads.

Leads

2 operations

Query existing leads from your Helloleads database or add new prospects to your system. Use these operations to search for contact information, build lead workflows, or programmatically generate new lead records for your campaigns.

Action★ Featured

Create Lead

HELLOLEADS_CREATE_LEAD

Add a new lead to your HelloLeads CRM with contact information and assign it to a specific list for follow-up and tracking. This helps you capture and organize potential customers for your sales pipeline.

23 input

Action★ Featured

List Leads

HELLOLEADS_LIST_LEADS

Retrieve all your leads from HelloLeads to view your complete prospect database and manage your sales pipeline.

What now

Use Helloleads in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.

Browse workflow templates