Connect HelloLeads CRM and Veeqo 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
Get Order Details
Find Customer
Create a New Product
Find Product
Use the Built-in Integrations
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.
New Product
Triggers when a new product is added to the inventory.
New Customer
Triggers when a new customer profile is created.
New Shipped Order
Trigger when an order is shipped.
New Incomplete Purchase Order
Triggers when a new incomplete Purchase Order is created.
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 profile in Veeqo.
Get Order Details
Get details of an existing order
Find Customer
Find an existing customer.
Create a New Product
Creates a new product.
Find Product
Get all the details of the product .
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Veeqo accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Veeqo (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Veeqo. This includes choosing which data fields go into which fields of Veeqo, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Veeqo 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 Veeqo. 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 Veeqo
Veeqo is a powerful inventory and order management software designed to help retailers streamline their operations. It integrates with various sales channels, shipping carriers, and accounting software to provide a unified platform for managing stock, orders, and deliveries.
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