Connect HelloLeads CRM and ThriveCart to Build Intelligent Automations
Choose a Trigger
When this happens...
When Lead Becomes Customer
New Lead Added
Choose an Action
Automatically do this!
Add Student
Get Customer Details
Issue Refund
List Products
Search Affiliates
Create Affiliate with Products
Search Transactions
List Bump Offers
List Upsells
List Downsells
Ready to use HelloLeads CRM and ThriveCart 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.
Product Is Purchased
Runs when product is purchased
Order Refunded Manual
Runs when order is refunded
Subscription Ends
Runs when subscription ends
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Add Student
Add a student to ThriveCart
Get Customer Details
Look up customer by email
Issue Refund
Return payment to a customer
List Products
List products (all,live,test)
Search Affiliates
Find affiliates by name or ID
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and ThriveCart accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in ThriveCart (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in ThriveCart. This includes choosing which data fields go into which fields of ThriveCart, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and ThriveCart 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 ThriveCart. 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 ThriveCart
Online shopping cart and checkout platform for selling products and managing orders.
Learn More
