Connect Leadsquared and ProjectManager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadsquared
Choose an Action
Automatically do this!
Create Project
Create Task
Create Timesheet Entry
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Get Project Priorities
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
List Tasks
List User Skills
List Users
List Project Templates
List Project Statuses
List Project Fields
List projects
Ready to use Leadsquared and ProjectManager automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggered when a new user is added to your account
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.
New Timesheet Entry
Triggered when a new timesheet entry is created
Do thisActions
Action is the task that follows automatically within your Leadsquared integrations.
Create a new lead
Create a lead in LeadSquared
Find a lead by email id
Find a lead using email id
Find Lead by Phone
Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.
Create activity on a lead
Post an Activity on a Lead
Search Lead by Criteria
Search lead by criteria
Search Leads by Date
Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.
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Frequently Asked Questions
To start, connect both your Leadsquared and ProjectManager accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in ProjectManager (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in ProjectManager. This includes choosing which data fields go into which fields of ProjectManager, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and ProjectManager 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 Leadsquared and ProjectManager. 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.
About Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
Learn MoreAbout ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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