Connect HelloLeads CRM and Paystack to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Cancel a Subscription
Update a Order
Add Product
Find Customer
Find Transfer
Find Transaction
Create Invoice
Create Refund
Create Subscription
Create Virtual Terminal
Initialize Transaction
Ready to use HelloLeads CRM and Paystack automations
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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.
Recent Transactions
Retrieve Paystack transactions from the last 15 minutes, optionally filtered by status.
Abandoned Transaction
Fetches Paystack transactions marked as abandoned created in the last 15 minutes.
Fetch Subscriptions
Retrieve Paystack subscriptions created within a recent time window and filter by status (new or cancelled).
Cancelled Subscription
Return subscriptions cancelled on Paystack within the last 15 minutes.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Cancel a Subscription
Disable (cancel) a Paystack subscription using its subscription code and email token.
Update a Order
Update the status of an existing Paystack order (e.g., delivered or cancelled) using its Order ID.
Add Product
Create a new Paystack product with name, description, price, currency, and stock (quantity or unlimited) settings.
Find Customer
Locate a Paystack customer using their email and return the customer's details or a not-found message.
Find Transfer
Retrieve Paystack transfer details using a transfer code.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Paystack accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Paystack (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Paystack. This includes choosing which data fields go into which fields of Paystack, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Paystack 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 Paystack. 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 Paystack
Integrate seamless payment processing features with Paystack, enabling businesses to handle transactions efficiently and securely.
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