
When this happens...

Automatically do this!
Create Lead
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When this happensTriggers
A trigger is an event that starts a workflow.
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 VATlayer integrations.
Check whether a VAT number is valid and return its country and status
Get the current VAT rate for a country or VAT number.
Retrieve current VAT rates (standard and reduced) for countries.
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 VATlayer and HelloLeads CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in VATlayer triggers actions in HelloLeads CRM (or vice versa).
Absolutely. You can customize how VATlayer 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 VATlayer 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 VATlayer 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.
VATlayer provides a reliable and easy-to-use API for VAT number validation, VAT rates, and VAT compliance. It is designed to help businesses manage their VAT obligations efficiently and accurately.
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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