How To Get Started with HelloLeads CRM on Zapier

About HelloLeads CRM's Integration

What kind of authentication does HelloLeads CRM use?

HelloLeads CRM uses Basic Authentication.

Do I need a paid HelloLeads CRM account to use HelloLeads CRM with Zapier?

You don't need a specific HelloLeads CRM plan to use HelloLeads CRM with Zapier.

Do I need special account permissions in HelloLeads CRM to use HelloLeads CRM with Zapier?

You need to be a HelloLeads CRM "Account Owner" to connect HelloLeads CRM to Zapier.

Are there any API token limits in HelloLeads CRM when I use HelloLeads CRM with Zapier?

Yes, there's a limit of only one API token per account.

Are there any webhook subscription limits in HelloLeads CRM when I use HelloLeads CRM with Zapier?

HelloLeads CRM doesn't have any webhook subscription limits when you use HelloLeads CRM with Zapier.

Are custom fields in HelloLeads CRM supported when I use HelloLeads CRM with Zapier?

No, HelloLeads CRM does not support custom fields.

Does HelloLeads CRM use real trigger samples from my HelloLeads CRM account?

Yes, HelloLeads CRM provides real trigger samples from your HelloLeads CRM account.

What kind of HelloLeads CRM hosted account can I use with Zapier?

HelloLeads CRM's Zapier integration supports cloud-hosted accounts only.

Connecting with HelloLeads CRM

When you create a HelloLeads CRM Zap, you'll be asked to log in to your HelloLeads CRM account.

Enter your HelloLeads CRM username and password to connect your HelloLeads CRM account.

If all steps were successful, your HelloLeads CRM account will be connected.

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