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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a visitor invite is created in Envoy.
Action is the task that follows automatically within your Envoy for Visitors integrations.
Create a lead in LeadSquared
Find a lead using email id
Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.
Post an Activity on a Lead
Search lead by criteria
Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.

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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 Envoy for Visitors and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Envoy for Visitors triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Envoy for Visitors 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 Envoy for Visitors 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 Envoy for Visitors 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.
Envoy is a leading platform for workplace management, offering solutions for visitor management, room booking, and employee sign-in. It helps businesses streamline their operations and enhance security.
Learn MoreLeadsquared 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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