Connect HelloLeads CRM and Lightspeed Retail POS (X-Series) to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create or Update 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
Ready to use HelloLeads CRM and Lightspeed Retail POS (X-Series) automations
Actions and Triggers
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 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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
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
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Lightspeed Retail POS (X-Series) accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Lightspeed Retail POS (X-Series) (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Lightspeed Retail POS (X-Series). This includes choosing which data fields go into which fields of Lightspeed Retail POS (X-Series), setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Lightspeed Retail POS (X-Series) 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 HelloLeads CRM and Lightspeed Retail POS (X-Series). 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 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
