Connect Doclift PDF and Leadsquared to Build Intelligent Automations
Enable Integrations or automations with these events of Doclift PDF and Leadsquared
Enable Integrations or automations with these events of Doclift PDF and Leadsquared
Actions
Create Document from Template
Create a document from a template using field values and an optional tag.
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
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Frequently Asked Questions
To start, connect both your Doclift PDF and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Leadsquared. This includes choosing which data fields go into which fields of Leadsquared, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Leadsquared 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 Doclift PDF and Leadsquared. 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 Doclift PDF
DocLift is a powerful platform designed to streamline document management and collaboration. It offers tools for creating, editing, and sharing documents seamlessly, making it ideal for teams and businesses looking to enhance productivity and efficiency.
Learn MoreAbout Leadsquared
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
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