HelloLeads CRM

Customer Relationship Management, Sales Automation

inflow-inventory

Proposal & Invoice Management, Sales & CRM

Integrations HelloLeads CRM inflow-inventory

Create integrations between HelloLeads CRM and inflow-inventory

Find a Sales Order in Inflow-inventory when When Lead Becomes Customer in HelloLeads CRM

Find a Sales Order in Inflow-inventory when New Lead Added to HelloLeads CRM

Create Lead in HelloLeads CRM when New Sales Order Created in inFlow Inventory

Create Lead in HelloLeads CRM when Update Customer in Inflow Inventory

Create Lead in HelloLeads CRM when Update Vendor in Inflow Inventory

Create Lead in HelloLeads CRM when Updated Purchase Order in inFlow Inventory

Create Lead in HelloLeads CRM when New Purchase Order in InFlow Inventory

Create Lead in HelloLeads CRM when New Vendor in inFlow Inventory

Create Lead in HelloLeads CRM when New Customer in inFlow Inventory

Create Lead in HelloLeads CRM when Update Sales Order Created in inFlow Inventory

Actions and Triggers

Triggers

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.

New Sales Order Created

Triggers When new sales order is created.

Update Customer

Triggers when existing customer is updated.

Update Vendor

Triggers when existing Vendor is Updated.

Updated Purchase Order

Triggers when existing purchase order is updated.

Actions

Create Lead

Creates a new lead.

Find a Sales Order

Search for the details of a sales order by Sales Order ID.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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.

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About inflow-inventory

inflow-inventory is a comprehensive inventory management software designed to help businesses efficiently track and manage their stock levels, orders, and sales. It offers features such as barcode scanning, reporting, and multi-location support to streamline inventory processes.

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