Connect Lightspeed Retail POS (X-Series) and Pipedrive to Build Intelligent Automations
Choose a Trigger
When this happens...
Sale Is Created Or Updated
Product Changes
Customer Changes
Register Closed
Consignment Received
Consignment Send
Choose an Action
Automatically do this!
Create Person
Find User
Find Deal
Find Lead
Search Person
Create Deal
Create Lead
Update a Lead
Create Activity
Update Activity
Create Note
Add Product to Deal
Add Follower
Add Label to Person
Create Organization
Create Product
Update Person
Update a Organization
Update Deal
Find Activity
Create Project
Find Deals Associated with a Person
Create Project Task
Update Task
Update Project
List Person Fields
List Pipelines
List Products
List Projects
Archive Project
Add Note Comment
Update note comment
Updates Note
Add Follower to Organization
Add Follower to a person
Create Lead for Organisation
Add lead for Person
Add Activity To Person
Add Activity To Organisation
Add Activiy To Deal
Add Deal Follower
Add Deal Participant
Add Deal Discount
Ready to use Lightspeed Retail POS (X-Series) and Pipedrive automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Sale Is Created Or Updated
Runs when sale created/updated
Product Changes
Runs when product changes
Customer Changes
Runs when customer changes
Register Closed
Triggers when a specific register is closed in Retail Lightspeed.
Consignment Received
Triggers when a consignment received in Retail Lightspeed.
Consignment Send
Create and send a consignment shipment in Lightspeed, moving selected items into consignment inventory and recording the transfer.
Do thisActions
Action is the task that follows automatically within your Lightspeed Retail POS (X-Series) integrations.
Create or Update Customer
Add or update customer record
Create Customer Group
Creates a named customer group.
Create Product
Create a new product.
Create Register Sale
Create a new POS sale
Update Product
Update an existing product
Update Customer
Update an existing customer
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Step by step guides to integrate Lightspeed Retail POS (X-Series) and Pipedrive
Frequently Asked Questions
To start, connect both your Lightspeed Retail POS (X-Series) and Pipedrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Lightspeed Retail POS (X-Series) triggers actions in Pipedrive (or vice versa).
Absolutely. You can customize how Lightspeed Retail POS (X-Series) data is recorded in Pipedrive. This includes choosing which data fields go into which fields of Pipedrive, setting up custom formats, and filtering out unwanted information.
The data sync between Lightspeed Retail POS (X-Series) and Pipedrive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Lightspeed Retail POS (X-Series) and Pipedrive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Lightspeed Retail POS (X-Series)
Lightspeed Retail POS (X-Series) is a cloud-based point-of-sale and retail management system designed to streamline in-store and online operations. It provides powerful tools for inventory control, sales processing, customer management, reporting, and multi-store management. With an intuitive interface and real-time analytics, Lightspeed Retail POS helps retailers run smarter, automate workflows, and manage their business from anywhere.
Learn MoreAbout Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn More
