Alert sales reps to new incoming leads
When a new lead is created in HelloLeads, send a direct message in DoubleTick to assign and notify the responsible salesperson.
See all HelloLeads + DoubleTick integrations or talk to a human
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
HelloLeads Explore HelloLeads →
TriggersFires when a new contact or lead is added to HelloLeads.
Fires when a field on a contact changes in HelloLeads.
Fires when a deal, case or record moves to a new stage in HelloLeads.
Fires when a deal is marked won in HelloLeads.
Creates or updates a contact in HelloLeads.
Creates a new deal in HelloLeads.
Moves a deal or record to a new stage in HelloLeads.
Logs a call, email, or note against a record in HelloLeads.
DoubleTick Explore DoubleTick →
TriggersFires when a new message is posted to a channel in DoubleTick.
Fires when a new channel is created in DoubleTick.
Fires when your team or a keyword is mentioned in DoubleTick.
Fires when a new file is shared in DoubleTick.
Posts a message to a channel in DoubleTick.
Sends a direct message to a specific person in DoubleTick.
Reacts to a message in DoubleTick.
Adds a user to a channel in DoubleTick.
More HelloLeads + DoubleTick workflows
Celebrate closed deals in team channels
When a deal is marked as won in HelloLeads, automatically send a celebration message to your team channel in DoubleTick.
See details
Log team discussions into CRM contact histories
When a new message is posted in DoubleTick, automatically log the details as an activity against the contact record in HelloLeads.
See details
See all HelloLeads + DoubleTick integrations → · Browse the full workflow library →
Common questions
Can Knit build “Alert sales reps to new incoming leads” between HelloLeads and DoubleTick?
Yes — describe it in the box above and Knit's Integrations Agent researches HelloLeads and DoubleTick's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting DoubleTick to HelloLeads help sales teams close deals faster?
Sales reps receive instant channel updates in DoubleTick whenever high-value leads or deal status changes occur in HelloLeads, allowing rapid team collaboration.
Can chat conversations be tracked in customer profiles?
Yes, important conversations or messages posted in DoubleTick can be automatically logged as activity notes in HelloLeads.