Popular Use Cases
Start a workflow in your other tools whenever something new happens in Peasy Sales.
Update records in Peasy Sales automatically when data changes in the apps your team already uses.
Log Peasy Sales activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Peasy Sales
Ready-made flows built with Peasy Sales — preview one, then make it yours.
Integrate Peasy Sales with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Real-world use cases of Peasy Sales integrations
See how Peasy Sales integrates with popular apps to automate tasks and streamline your workflow.
Create HubSpot contacts when Peasy Sales receives a new customer inquiry.
Send Gmail follow-ups after Peasy Sales conversations end without a next step.
Log Salesforce leads when Peasy Sales captures qualified prospects from sales chats.
Post Slack alerts when Peasy Sales records a hot lead or renewal question.
Update your CRM when Peasy Sales conversations move a deal to proposal.
Add spreadsheet rows from Peasy Sales customer conversations for weekly reporting.
How to get started with Peasy Sales automations
Automate when something happens in Peasy Sales
Login -> Create new flow -> Select trigger -> Search Peasy Sales -> Choose the trigger from the list
Take action in Peasy Sales when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Peasy Sales -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
viaSocket links to Peasy Sales using standard API/webhook connections (no coding required). You pick triggers (e.g., new message, conversation tag) and actions (e.g., create CRM lead, send message, update record) to build automated workflows.
High-impact automations include instant lead routing to the right rep, automated follow-ups for unresponsive prospects, and logging conversations to your CRM so reps spend time selling instead of updating records.
Yes. Connections use secure authentication (API keys/OAuth as supported by Peasy Sales) and encrypted transfers. You control which accounts and permissions are connected and can disable integrations at any time.
Yes. viaSocket can add AI steps—summarize conversations, draft reply suggestions, or score leads—by routing Peasy Sales data to AI services and returning results into the workflow for automated actions or rep review.
About Peasy Sales
Peasy Sales is a communication app for sales team to connect seamlessly with customers.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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