Connect HelloLeads CRM and Loyverse
Integrate HelloLeads CRM with Loyverse to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Or Update Customer in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Create Or Update Category in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Create or Update Discount in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Create Or Update Supplier in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Create or Update POS Device in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Popular HelloLeads CRM + Loyverse 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
Loyverse
Automatically do this!
Create Or Update Customer
Create Or Update Category
Create or Update Discount
Create Or Update Supplier
Create or Update POS Device
Create Or Update Taxes
Upload Item Image
List Items
List Customers
List Employees
Create Or Update Modifier
Create Sales Receipt
Create Refund Receipt
Create Or Update Variant
List of Receipts
Create Or Update Customer in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Or Update Category in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate or Update Discount in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Or Update Supplier in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate or Update POS Device in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Or Update Taxes in Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpload Item Image to Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Items from Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Customers from Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Employees from Loyverse when When Lead Becomes Customer in HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between HelloLeads CRM and Loyverse.
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.
Customer Updated
Runs when a customer is updated in Loyverse.
Item Updated
Runs when an item is updated in your Loyverse account.
Inventory Level Updated
Runs when an inventory level is updated.
Receipt Created Or Updated
Runs when a receipt is created or updated.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Or Update Customer
Creates a new customer or updates an existing customer's details in your Loyverse account.
Create Or Update Category
Creates a new category or updates an existing one in your Loyverse account.
Create or Update Discount
Creates a new discount or updates an existing discount in Loyverse.
Create Or Update Supplier
Creates a new supplier or updates an existing supplier in your Loyverse account.
Create or Update POS Device
Creates or updates a POS device in your Loyverse account.
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 Loyverse
Loyverse is a cloud-based POS suite that turns smartphones and tablets into full point-of-sale systems, combining sales, inventory, and employee management with built-in loyalty features for retail and hospitality. It supports multi-store operations, offline sales, barcode scanning, and integrations, enabling real-time analytics and customer engagement from one account.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your HelloLeads CRM and Loyverse 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 Loyverse 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 Loyverse. No coding required.
Yes. You can set up a workflow where HelloLeads CRM triggers actions in Loyverse, and a separate workflow where Loyverse 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 Loyverse. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire HelloLeads CRM and Loyverse integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
