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CRM & sales

Helloleads

Capture and manage leads from your phone calls with HelloLeads.

HelloLeads keeps your leads organised in one simple place. With AgentCalls connected, your agent can add a new caller as a lead during the call, check the lead lists you already use, and look up existing leads so the team knows who called before. Connect HelloLeads once from your AgentCalls dashboard using your own HelloLeads credentials from its settings. Every lead your agent captures lands in the list you choose, ready for follow-up.

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What your agent can do with Helloleads

  • Add a new caller as a lead in the right list while the call is still open
  • Check which lead lists exist so the agent files each lead in the correct one
  • Look up the full list of leads to confirm whether a caller is already on file
  • Pull lead records after a call so your team can follow up the same day

Helloleads exposes 3 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

New enquiry captured during a call

  1. Caller

    Hi, I'm looking for a quote for a kitchen refit. Are you able to help?

  2. Agent

    Of course. May I take your first name and the best number to reach you?

  3. Caller

    It's Maria Lopez, and the number is 415 555 0182.

  4. Agent

    Thank you, Maria. I've added you as a new lead under Website Enquiries. Someone from our team will call you tomorrow morning.

Checking whether a caller is already on file

  1. Caller

    Hello, I called last week about a plumbing estimate. Is there a record of me?

  2. Agent

    Let me check for you. Can you tell me your first name?

  3. Caller

    David, David Chen.

  4. Agent

    Yes, David, I can see your enquiry from last Tuesday. It's marked as waiting for an estimate. Would you like me to note that you called again today?

Adding a lead from an outbound follow-up

  1. Agent

    Hello, this is calling from Harbour Dental. Am I speaking with Priya Nair?

  2. Caller

    Yes, that's me.

  3. Agent

    You asked us about teeth whitening at our trade show. Are you still interested in booking a consultation?

  4. Caller

    Yes, please. Next week would be good.

  5. Agent

    Great. I've saved you as a warm lead in the Trade Show list, and we'll send you some available times by email.

How to connect Helloleads

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Helloleads

    From Integrations in the dashboard, choose Helloleads and enter the connection details from your Helloleads account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Helloleads actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with HelloLeads during the call or after it?

Both. During a call your agent can add a new lead and check existing ones. After a call, the lead record is already saved, so your team can see it in HelloLeads straight away.

What do I need to connect HelloLeads?

You need an active HelloLeads account. Copy your credentials from the HelloLeads settings, then sign in to the AgentCalls dashboard and connect the tool. Only the Growth plan and above include integrations.

Can the agent choose which list a lead goes into?

Yes. The agent can read your available lead lists and file each new lead in the one you specify, such as Website Enquiries or Trade Show.

Page drafted from the tool's public description and reviewed automatically for accuracy of claims

Put your agent to work with Helloleads.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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