Connect Leadsquared and Grist to Build Intelligent Automations

Choose a Trigger

Leadsquared

When this happens...

Choose an Action

Grist

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record

New Record

Triggers when a new Record is created.

Updated Record

Updated Record

Triggers when a Record is updated.

New Team Created

New Team Created

Trigger When A new Team Create

New or Updated Record

New or Updated Record

Triggers when a Record is updated, or a new Record is added.

Request a new Trigger for Leadsquared

Do thisActions

Action is the task that follows automatically within your Leadsquared integrations.

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 Grist?

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

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

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

How often does the data sync between Leadsquared and Grist?

The data sync between Leadsquared and Grist 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 Grist?

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 Grist?

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

About Grist

Grist is a modern spreadsheet and database hybrid that empowers users to organize and analyze their data with ease. It offers a flexible platform for creating custom applications, allowing users to manage their data in a way that suits their specific needs. With Grist, you can collaborate with your team, automate workflows, and gain insights from your data, all within a user-friendly interface.

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