Connect Leadsquared and Close
Integrate Leadsquared with Close to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Leadsquared + Close flows
Start from a real workflow other teams are already running.
Choose a trigger
Leadsquared
When this happens...
- Request a new Trigger for Leadsquared
Choose an action
Close
Automatically do this!
Create Contact
Update Contact
Create Task
Create Bulk Email
Delete Email
Update Call
Create Note
Create Call
List Contacts
List Lead Status
List Opportunity Status
List Pipelines
List SMS Templates
List Sequences
List User Scheduling Links
List Shared Scheduling Links
List Lead Custom Fields
List Contact Custom Fields
List Opportunity Custom Fields
List Custom Activity Types
List Custom Object Types
List Unsubscribed emails
Create Custom Activity
Create Custom Object
Create Export
Create SMS
Delete Email Address From Contact
Delete Logged Call
Merge Two Leads
Run Status Change Report
Toggle Forwarding on Phone Number
Update Custom Activity
Update Custom Object
Update Lead Smart View
Update Note
Find Call
Find Connected Account
Find Custom Object
Find Custom Activity
Find Contact
Find Group
Find Lead
Create Lead in LeadSquared when New Call in Close
Use this flowFind Lead in LeadSquared when New Call in Close
Use this flowFind Leads By Phone in LeadSquared when New Call in Close
Use this flowCreate Activity on Lead in LeadSquared when New Call in Close
Use this flowSearch Leads by Criteria in LeadSquared when New Call in Close
Use this flowFind Leads By Date Range in LeadSquared when New Call in Close
Use this flowGet Leads By IDs from LeadSquared when New Call in Close
Use this flowCreate Lead in LeadSquared when New Contact in Close
Use this flowFind Lead in LeadSquared when New Contact in Close
Use this flowFind Leads By Phone in LeadSquared when New Contact in Close
Use this flowSupported Triggers & Actions
Everything you can automate between Leadsquared and Close.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call
Triggers when a new Call is created or completed.
New Contact
Triggers when a new contact is created.
New Email
Triggers when a new incoming Email is created or an outgoing Email is sent.
New Lead
Triggers when a new lead is created.
Lead Status Change Updated
Triggers when a Lead status change is updated.
New Task
Triggers when a new task is created or completed.
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
Runs the workflow automatically whenever any lead matches the specified criteria.
Find Leads By Date Range
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Close
Close is a powerful CRM platform designed to help sales teams close more deals and manage their customer relationships effectively. With features like email automation, calling, and reporting, Close streamlines the sales process and enhances productivity.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Leadsquared and Close accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Leadsquared and Close as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Close. No coding required.
Yes. You can set up a workflow where Leadsquared triggers actions in Close, and a separate workflow where Close triggers actions in Leadsquared. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Leadsquared and Close. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Leadsquared and Close integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
