Integrations Envoy for Visitors Leadsquared
Envoy for Visitors + Leadsquared

Connect Envoy for Visitors and Leadsquared to Build Intelligent Automations

Choose a Trigger

Envoy for Visitors

When this happens...

Choose an Action

Leadsquared

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Visitor Invited

Visitor Invited

Triggers when a visitor invite is created in Envoy.

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Do thisActions

Action is the task that follows automatically within your Envoy for Visitors integrations.

Create a new lead

Create a new lead

Create a lead in LeadSquared

Find a lead by email id

Find a lead by email id

Find a lead using email id

Find Lead by Phone

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

Create activity on a lead

Post an Activity on a Lead

Search Lead by Criteria

Search Lead by Criteria

Search lead by criteria

Search Leads by Date

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

How do I start an integration between Envoy for Visitors and Leadsquared?

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).

Can we customize how data from Envoy for Visitors is recorded in Leadsquared?

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.

How often does the data sync between Envoy for Visitors and Leadsquared?

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.

Can I filter or transform data before sending it from Envoy for Visitors to Leadsquared?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Envoy for Visitors and Leadsquared?

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 for Visitors

About Envoy for Visitors

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.

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Leadsquared

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.

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