Connect HelloLeads CRM and shift4shop 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 Customer
Update Customer
Delete a Customer
Create a new Card
Retrieve an existing Card
Delete a Card
Retrieve an existing Customer
Retrieve an existing Charge
Create Payment link
Create Refund a Charge
Update Refund
Create a Plan
Delete a Plan
Update a Plan
Retrieve a Plan
Create a new Token
Create Subscription
Cancel a Subscription
Create a Test Payout
Update Payment link
Deactivate Payment link
Reactivate Payment link
Delete a Payment Method
Ready to use HelloLeads CRM and shift4shop 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.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create a Customer
Creates a new customer object.
Update Customer
Update an existing Customer.
Delete a Customer
Deletes an existing customer object.
Create a new Card
Creates a new card object.
Retrieve an existing Card
Retrieves an existing card object.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and shift4shop accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in shift4shop (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in shift4shop. This includes choosing which data fields go into which fields of shift4shop, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and shift4shop 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 shift4shop. 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 shift4shop
Shift4Shop is an all-in-one eCommerce platform for online retailers of any size. It includes a full range of website building and business management features.
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