Connect Leadsquared and Breeze to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadsquared
Choose an Action
Automatically do this!
Create Project
Create New Task
Create Workspace
List Project Tasks
List Active Projects
List Workspaces
Get Activity from a Project
Archive Project
List Project Stages
Get Task To-Do Lists
Ready to use Leadsquared and Breeze automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Leadsquared 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 Leadsquared and Breeze accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Breeze (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Breeze. This includes choosing which data fields go into which fields of Breeze, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Breeze 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 Leadsquared and Breeze. 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 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 MoreAbout Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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