Helloleads

Delegmate for Helloleads

An AI teammate that works in Helloleads

An AI teammate with its own Google Workspace account. Connect Helloleads and it works there as part of the job, alongside its email, calendar and docs, within the rules you set.

About Helloleads

HelloLeads is a smart and simple lead management solution designed for small businesses to streamline lead capture, tracking, and engagement.

What it does in Helloleads

  • Keeps Helloleads records current after every email, call and meeting
  • Adds new leads and contacts with the context from the conversation
  • Moves deals forward and logs every activity
  • Prepares a brief on an account before you talk to them

How it works

  1. 1

    Add a teammate

    It gets its own account in your Google Workspace, with its own email, calendar and Drive.

  2. 2

    Connect Helloleads

    From its Apps tab with your API key, with the Helloleads account your team chooses. Or just ask it, and it sends you the link.

  3. 3

    Hand it the work

    Email it, message it in Chat or Slack, or mention it in a doc. It asks before anything that matters.

Works with it ingmailcalendarmeetdocssheetsdrive

Built for

Questions

How does it connect to Helloleads?

With a Helloleads API key, pasted once on the teammate's Apps tab, or just ask it and it sends you the link. It connects with the Helloleads account your team chooses, and each teammate has its own connections, so you decide exactly what each one can reach.

What does it do in Helloleads without asking?

The everyday work it is there for: reading, updating and keeping things current. It asks first before contacting someone new, spending money, or anything that can't be undone, and every step is in its activity log.

Does it need its own Helloleads seat?

No. It works through the connection your team sets up, so there is no extra Helloleads seat to buy for it.

Is Delegmate made by Helloleads?

No. Delegmate is independent and is not affiliated with or endorsed by Helloleads. Helloleads is a trademark of its owner.

More CRM and sales apps

All integrations

Add your first teammate today

Sign in with your Google Workspace admin account. It takes a couple of minutes.

Helloleads is a trademark of its owner. Delegmate is not affiliated with or endorsed by Helloleads.