Connect HelloLeads CRM and Easyship 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 Product
Delete a Product
Delete a Shipment
Create a Tag
Create an Address
Deactivate an Address
Create a Box
Update an Address
Create an App Access
Activate Address
Deactivate Address
Ready to use HelloLeads CRM and Easyship 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.
Shipment In-Transit
Triggers when a shipment is handed over to a courier.
Shipment Delivered
Triggers when a shipment is delivered.
Shipment Updated
Triggers when a shipment is updated.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create a Product
Create a new product.
Delete a Product
Delete a specific product by ID.
Delete a Shipment
Delete a specific shipment by its ID.
Create a Tag
Create a new tag.
Create an Address
Create a new address.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Easyship accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Easyship (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Easyship. This includes choosing which data fields go into which fields of Easyship, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Easyship 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 Easyship. 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 Easyship
Easyship is a cloud-based shipping platform that offers streamlined logistics solutions for businesses of all sizes. It connects sellers with over 250 shipping services worldwide, providing cost-effective options, automated shipping rules, and integrated tracking capabilities to enhance e-commerce operations.
Learn More
