Privyr automation for lead follow-up and CRM updates
Auto-log new leads, send follow-up drafts, and sync contact updates so mobile sales reps keep every conversation moving.
Connect Privyr with 2200+ apps
Available Events and Actions
Enable Integrations or automations with these events of Privyr
When this happensTrigger
No trigger available
Do thisActions
Action is the task that follows automatically within your Privyr integrations.
Create Client
Creates a new client
Real-world use cases of Privyr integrations
See how Privyr integrates with popular apps to automate tasks and streamline your workflow.
Route new Privyr leads to HubSpot when a contact is marked qualified.
Send Privyr contact updates to Slack when a deal owner changes.
Log Privyr lead details in Google Sheets after every new phone inquiry.
Create Gmail follow-up drafts for Privyr conversations that go unanswered.
Sync Privyr hot leads to your CRM when reps tag them ready.
Export Privyr contact activity to a spreadsheet for weekly sales review.
How to get started with Privyr automations
Automate when something happens in Privyr
Login -> Create new flow -> Select trigger -> Search Privyr -> Choose the trigger from the list
Take action in Privyr when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Privyr -> Choose the action from the list
Trigger
Action
Start with a template
Launch your automation in minutes using professionally built workflow templates. Customize them anytime to fit your needs.
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Frequently Asked Questions
Connect your Privyr account to viaSocket, choose a trigger (new lead, incoming message, status change), then build a workflow that runs actions in Privyr or other apps — for example, send replies, assign leads, or update records. No coding needed.
Yes. viaSocket supports AI-enabled automation to classify inbound messages, summarize conversations, and draft or send templated replies through Privyr. That speeds response time and helps reps focus on high-value conversations.
Privyr already handles WhatsApp, iMessage, SMS and email. viaSocket connects Privyr to calendars, CRMs, Google Sheets, Slack, payment and invoicing tools, and more — so a single incoming chat can trigger bookings, invoices, or CRM updates.
No. Common automations use ready-made templates you can customize. Most teams set up core workflows (lead routing, auto-replies, calendar booking) in minutes to an hour, then refine them over time.
viaSocket connects to Privyr via standard API methods and transmits data over secure channels. You control what data each workflow accesses and which apps are connected. For specific policies or compliance needs, review both platforms' documentation.
About Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
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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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