Connect Leadrat and Search and Save to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadrat
Choose an Action
Automatically do this!
- Request a new Action for Search and Save
Enable Integrations or automations with these events of Leadrat and Search and Save
Enable Integrations or automations with these events of Leadrat and Search and Save
Actions
Create Lead
Create a new lead in Leadrat including contact, property, schedule, and team details.
Get Leads
Get All Leads from LeadRAT
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Frequently Asked Questions
To start, connect both your Leadrat and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadrat triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Leadrat data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between Leadrat and Search and Save 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 Leadrat and Search and Save. 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 Leadrat
Leadrat is a cutting-edge platform designed to enhance lead management and conversion strategies. It offers tools to streamline the process of capturing, tracking, and nurturing leads, ensuring businesses can maximize their sales potential.
Learn MoreAbout Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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