Connect HelloLeads CRM and Peanutsquare
Integrate HelloLeads CRM with Peanutsquare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Update Lead in Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Find Contacts in Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
List Salespeople from Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
List Sales Teams from Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Popular HelloLeads CRM + Peanutsquare 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
Peanutsquare
Automatically do this!
Create Lead
Update Lead
Find Contacts
List Salespeople
List Sales Teams
List Lead Sources
List Tags
Create Lead in Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Use this flowUpdate Lead in Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Use this flowFind Contacts in Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Salespeople from Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Sales Teams from Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Lead Sources from Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Use this flowList Tags from Peanutsquare when When Lead Becomes Customer in HelloLeads CRM
Use this flowCreate Lead in Peanutsquare when New Lead Added to HelloLeads CRM
Use this flowUpdate Lead in Peanutsquare when New Lead Added to HelloLeads CRM
Use this flowFind Contacts in Peanutsquare when New Lead Added to HelloLeads CRM
Use this flowSupported Triggers & Actions
Everything you can automate between HelloLeads CRM and Peanutsquare.
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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create Lead
Create a new lead in the CRM.
Update Lead
Update an existing lead's details in Odoo CRM.
Find Contacts
Retrieve contacts (res.partner) from Odoo, returning basic fields (id, name, email, phone, mobile, street, city) with an optional result limit.
List Salespeople
List all salesperson users (res.users) from your Odoo instance.
List Sales Teams
List sales teams in your Odoo CRM.
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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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 Peanutsquare
Peanut Square is an Odoo-focused ERP and software services company that helps businesses automate operations and scale. Based in Ahmedabad and serving clients worldwide, they provide end-to-end Odoo consulting, implementation, customization, development, migration, and support—alongside web, mobile, and SaaS development. Their solutions cover CRM, sales, inventory, accounting, manufacturing, HR/payroll, and eCommerce, integrating third-party tools for secure, scalable digital transformation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your HelloLeads CRM and Peanutsquare 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 Peanutsquare 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 Peanutsquare. No coding required.
Yes. You can set up a workflow where HelloLeads CRM triggers actions in Peanutsquare, and a separate workflow where Peanutsquare 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 Peanutsquare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire HelloLeads CRM and Peanutsquare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
