Connect HelloLeads CRM and EasyPost to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Create a parcel
Create a Shipment
Create and verify Address
Create a Batch
Create a Customs Info
Create a Customs Item
Create an Order
Create an EndShipper
Create a Tracker
Create a Child User
Create a Report
Use the Built-in Integrations
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.
Shipment Created
Triggers when a new shipment is created.
Batch Created
Triggers when batch will create
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create a parcel
Create a parcel weight, length, width, and height if applicable.
Create a Shipment
Create your shipment
Create and verify Address
Create an address and verify whether it is a valid address.
Create a Batch
Create a batch of shipments. A batch can be created with or without Shipment.
Create a Customs Info
Create a CustomsInfo object contains all administrative information for processing customs.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and EasyPost accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in EasyPost (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in EasyPost. This includes choosing which data fields go into which fields of EasyPost, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and EasyPost 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 EasyPost. 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 EasyPost
EasyPost is a flexible, modern API that enables developers to add shipping and logistics functionalities to their applications. It supports a wide range of carriers and offers features like address verification, tracking, and insurance.
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