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Operate As

Integration

Helloleads

Lead management for sales teams and events. Your client pastes their Helloleads key once, and your agent or your code works with their access.

CRM and sales

About Helloleads

Through Operate As, your agent, n8n workflow or code works in Helloleads with your client's own access. Your client pastes their API key from Helloleads once. We store it encrypted, so it never sits in an email or a shared doc. Your agent reaches any endpoint of Helloleads's API through the request tool, with the client's access attached.

Common uses in CRM and sales

  • Add new leads from forms, emails and calls
  • Move deals along and log activity after each conversation
  • Keep contact records clean and complete

Helloleads

Helloleads · CRM and sales

API key

Lead management for sales teams and events

The client pastes their API key from Helloleads's settings. We store it encrypted.

Tested against Helloleads's live API.

Building with Helloleads? The docs have setup steps and code for every tool.

Open the Helloleads docs

Tools

Your agent calls any endpoint of Helloleads's API with the request tool, with the client's access attached.

Base URL for request

https://app.helloleads.io/index.php/private/api

  • request

    HTTPS ANY /v1/clients/{clientId}/helloleads/{path}

    Any endpoint of Helloleads's own API, with the client's access attached.

    servicestringrequired
    This service: helloleads
    methodstringrequired
    GET, POST, PUT, PATCH or DELETE
    pathstringrequired
    The path under https://app.helloleads.io/index.php/private/api
    queryobjectoptional
    Query parameters
    bodyobjectoptional
    A JSON body

Over MCP every tool also takes client_id, from list_clients. Over HTTPS send it as clientId to https://api.operate.as/v1.

What the client approves

  • Use the Helloleads key you paste, with only the access you gave that key

Related

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