
When this happens...
new product is added

Automatically do this!
Create Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
runs when new product is added
Triggers when Lead stage is changed to Won stage.
Triggers when a new lead is added to HelloLeads CRM.
Action is the task that follows automatically within your ShopBase integrations.
Add a new product to your ShopBase store.
Adds a new product to your store with title, options, variants, and images.
Create a new variant for a product with option values, price, SKU, and image.
Adds an image to a product in your ShopBase store.
Update a product's title and images in your ShopBase store.
Creates a new lead.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ShopBase and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in HelloLeads CRM (or vice versa).
Absolutely. You can customize how ShopBase data is recorded in HelloLeads CRM. This includes choosing which data fields go into which fields of HelloLeads CRM, setting up custom formats, and filtering out unwanted information.
The data sync between ShopBase and HelloLeads CRM 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 ShopBase and HelloLeads CRM. 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.
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
Learn MoreHelloLeads 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.
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