Connect HelloLeads CRM and Shipday to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Insert Order
Search Order
Delete Order
Add Carrier
Delete Carrier
Edit Order
Assign Order To Driver
Ready to use HelloLeads CRM and Shipday automations
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.
Insert Order
Schedule a New Order.
Search Order
Search order by email and phone number.
Delete Order
Delete Order By Id
Add Carrier
Adds a new Carrier .
Delete Carrier
Delete a Carrier
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Shipday accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Shipday (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Shipday. This includes choosing which data fields go into which fields of Shipday, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Shipday 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 Shipday. 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 Shipday
Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.
Learn More
