Connect Leadsquared and cody to Build Intelligent Automations

Choose a Trigger

Leadsquared

When this happens...

Choose an Action

cody

Automatically do this!

Enable Integrations or automations with these events of Leadsquared and cody

Enable Integrations or automations with these events of Leadsquared and cody

Actions

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 Leadsquared and cody?

To start, connect both your Leadsquared and cody accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in cody (or vice versa).

Can we customize how data from Leadsquared is recorded in cody?

Absolutely. You can customize how Leadsquared data is recorded in cody. This includes choosing which data fields go into which fields of cody, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Leadsquared and cody?

The data sync between Leadsquared and cody 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 Leadsquared to cody?

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 Leadsquared and cody?

Yes, you can set conditional logic to control the flow of data between Leadsquared and cody. 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.

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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cody

About cody

Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, processes with your own knowledge base.

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