Connect HelloLeads CRM and Lightspeed Retail POS (X-Series)
Integrate HelloLeads CRM with Lightspeed Retail POS (X-Series) to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Create Customer Group in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Create Product in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Create Register Sale in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Update Product in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Popular HelloLeads CRM + Lightspeed Retail POS (X-Series) flows
Start from a real workflow other teams are already running.
Choose a trigger
HelloLeads CRM
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an action
Lightspeed Retail POS (X-Series)
Automatically do this!
Create Customer
Create Customer Group
Create Product
Create Register Sale
Update Product
Update Customer
Search Customers
List Store Products
List Store Users
List Store Registers
List Taxes
List All Brands
List All Suppliers
List Variant Attributes
List Payment Methods
List Customer Groups
List All Outlets
Get Top 10 Best Selling Products
Create Customer in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Customer Group in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Product in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Register Sale in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Product in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Customer in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowSearch Customers in Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Store Products from Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Store Users from Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Store Registers from Lightspeed Retail POS (X-Series) when When Lead Becomes Customer in HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between HelloLeads CRM and Lightspeed Retail POS (X-Series).
When this happensTriggers
A trigger is an event that starts a workflow.
When Lead Becomes Customer
Triggers when Lead stage is changed to Won stage.
New Lead Added
Triggers when a new lead is added to HelloLeads CRM.
Sale Updated
Runs when sale is 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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Customer
Add new 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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About HelloLeads CRM
HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.
Learn moreAbout 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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your HelloLeads CRM and Lightspeed Retail POS (X-Series) accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between HelloLeads CRM and Lightspeed Retail POS (X-Series) as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Lightspeed Retail POS (X-Series). No coding required.
Yes. You can set up a workflow where HelloLeads CRM triggers actions in Lightspeed Retail POS (X-Series), and a separate workflow where Lightspeed Retail POS (X-Series) triggers actions in HelloLeads CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between HelloLeads CRM and Lightspeed Retail POS (X-Series). Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire HelloLeads CRM and Lightspeed Retail POS (X-Series) integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
