Enable Integrations or automations with these events of Leadsquared and cool tabs
Create a lead in LeadSquared
Find a lead using email id
Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.
Post an Activity on a Lead
Search lead by criteria
Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Leadsquared and cool tabs accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in cool tabs (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in cool tabs. This includes choosing which data fields go into which fields of cool tabs, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and cool tabs 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 cool tabs. 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 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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