Connect Form.taxi and Leadsquared to Build Intelligent Automations
Choose a Trigger
When this happens...
New Submission Arrives
Choose an Action
Automatically do this!
Create Lead
Find Lead
Find Leads By Phone
Create Activity on Lead
Search Leads by Criteria
Find Leads By Date Range
Get Leads By IDs
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission Arrives
Runs when a new form submission is received.
Do thisActions
Action is the task that follows automatically within your Form.taxi integrations.
Create Lead
Create a new lead in LeadSquared
Find Lead
Find a lead by Lead ID, email, or phone.
Find Leads By Phone
Find leads that match one or more phone numbers and return either basic or full lead details.
Create Activity on Lead
Create an activity on a lead.
Search Leads by Criteria
This action searches lead based on many criteria i.e. the fields in used in the leads. This include various types of ids, phone numbers, email and much more.
Find Leads By Date Range
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
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Frequently Asked Questions
To start, connect both your Form.taxi and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Form.taxi triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Form.taxi 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 Form.taxi 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 Form.taxi 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 Form.taxi
Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.
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.
Learn More
