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AI agent integrationHelloleads

Helloleads integration for multiplayer collaboration with AI agents using Claude Code or Codex

One governed connection your whole team and its AI agents can share, with approved actions and human review, so working in Helloleads never means pasting credentials into a prompt.

CategorySales & CRM

Use Helloleads from Claude Code

Bring Helloleads context into engineering work while Type keeps app access attached to the teammate and workspace.

Automate Helloleads with Codex

Let coding agents ask for the right app action, preserve conversation context, and keep humans in the approval loop.

Connect open agent workflows

Use Type as the collaboration layer around OpenClaw and other LLM workflows that need app access.

Sales & CRM

What the Helloleads integration exposes

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

One connection, many teammates

Connect Helloleads once, then decide which teammates can use it for threads, automations, skills, and coding work.

Representative actions

  • Create Lead

    Tool to add a new lead into HelloLeads. Use when you need to push a fresh lead record with mandatory first name and list key.

  • List Leads

    Tool to list all leads from HelloLeads. Use after authentication to fetch the entire lead list. Returns empty list if none found.

  • List Lead Lists

    Tool to retrieve all lead list keys from HelloLeads. Use when you need to enumerate available lists for lead insertion.

Connection

API and auth details

HelloLeads is a lead-management CRM for capturing, tracking, assigning, and following up with sales leads. Public endpoint-level API documentation is limited, so integrations should describe CRM synchronization, lead capture, follow-up, activity tracking, and reporting capabilities conservatively and link to official product/security resources.

FAQ

Questions people ask before connecting Helloleads

Can Claude Code use Helloleads?

Yes. Type lets an AI teammate use connected Helloleads actions from a governed workspace context, so Claude Code work can reference the app without copying credentials into a local prompt.

Can Codex work with Helloleads through Type?

Yes. Codex can collaborate through Type with app context, skills, and approved actions. The Helloleads catalog entry includes public integration details and example capabilities where available.

Is this the same as a Helloleads MCP server?

Type exposes connected app capabilities to AI teammates and coding agents through Type's integration layer. Teams use it when they want shared app access, human review, and teammate-level permissions around agent work.

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