E-commerce · 4 steps
Send IdeaSoft orders to your CRM
When a new IdeaSoft order arrives (checked every 5 minutes), saves the customer as a lead deduplicated by e-mail and phone, pushes them to HubSpot as a contact and sends your team the order summary.
Required integrations
Messages it sends
Internal only
Sends nothing to customers; it only notifies you and your team, so İYS consent rules don't apply.
What this template does
This E-commerce template has 4 steps and is copied into your own project in one click; you then change the copy in the editor as you like. Who it's for: e-commerce.
Accounts you need to connect: IdeaSoft and HubSpot CRM.
When it runs
The workflow starts when Order created happens in your IdeaSoft account. OrqLabs checks your IdeaSoft account for new events every 5 minutes. Only events that meet the template's condition start the workflow; you can change the condition in the panel.
How it works
- 01
IdeaSoft · Order created
Integration eventStarts the workflow when “Order created” happens in your IdeaSoft account.
- 02
Create / upsert lead
Creates a lead from incoming data, or updates it if the email or phone already exists, e.g. adding everyone who fills in your web form.
- 03
Sync to CRM / Sheet
Pushes leads to HubSpot, Google Sheets, Notion or your own system, e.g. adding qualified leads to your sales team's spreadsheet.
- 04
Notify team
Sends your project team an in-app notification, email, Slack or Telegram message; e.g. when a hot lead comes in.
Setup notes
- Account choices, message template names and consent rules for this template are covered step by step in the setup guide (in Turkish).
How to customise it
- Before activating it, test the workflow with Test run; the run panel shows every step's input and output.
Frequently asked questions
Which e-commerce platforms does it work with?
The template is built on IdeaSoft. You can also take the order event from Shopify, WooCommerce, ikas, Ticimax, Shopier and Lemon Squeezy: change the trigger's account and event, then check the field names in the next nodes.
Does it send messages to my customers?
No. This template only notifies you and your team; it sends nothing to customers, so İYS rules don't apply.
Can I use the template before connecting the accounts?
Yes. The workflow is still created; the affected node shows a warning during validation, and the warning disappears once you connect the account.
Can I use the same template for several brands?
Yes. Use this template creates an independent copy every time; pick a different project and the copy runs with that brand's accounts.
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