Connect HelloLeads CRM and Zenventory 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 New Item
Create a Customer Order
Create a Purchase Order
Update a Customer Order
Update a Purchase Order
Update an Item
Get a Item Details
Get a Customer Order
Get a Purchase Order
Generate CSV Export (Inventory) as CSV String
Generate CSV Export(Customer Orders) as CSV String
Ready to use HelloLeads CRM and Zenventory 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.
New Customer Order
Triggers when a new customer order is created.
New Item Created
Triggers when a new item is created.
New Purchase Order
Triggers when a new purchase order is created.
Customer Order Updated
Triggers when a customer order is updated.
Do thisActions
Action is the task that follows automatically within your HelloLeads CRM integrations.
Create Lead
Creates a new lead.
Create a New Item
Create a new item.
Create a Customer Order
Creates a new customer order.
Create a Purchase Order
Creates a new purchase order.
Update a Customer Order
Update a single customer order.
Update a Purchase Order
Update a single purchase order. The purchase order must still be a draft.
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Frequently Asked Questions
To start, connect both your HelloLeads CRM and Zenventory accounts to viaSocket. Once connected, you can set up a workflow where an event in HelloLeads CRM triggers actions in Zenventory (or vice versa).
Absolutely. You can customize how HelloLeads CRM data is recorded in Zenventory. This includes choosing which data fields go into which fields of Zenventory, setting up custom formats, and filtering out unwanted information.
The data sync between HelloLeads CRM and Zenventory 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 Zenventory. 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 Zenventory
Zenventory is a robust web-based inventory management system for small to medium-sized businesses. It helps manage inventory, orders, and suppliers, integrating with popular shipping and e-commerce platforms to streamline operations.
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