
When this happens...

Automatically do this!
Create Card
Update Card
Delete Card
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a user creates a card.
Trigger when a new Folder/Board Created.
Runs when Folder/board is updated
Trigger when a new Folder/Board Deleted.
Trigger when a Folder/Board To Pdf Created.
Trigger when an existing Folder/Board Viewed.
Action is the task that follows automatically within your Leadsquared integrations.
Create a new lead in LeadSquared
Find a lead by Lead ID, email, or phone.
Find leads that match one or more phone numbers and return either basic or full lead details.
Create an activity on a lead.
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.
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
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To start, connect both your Leadsquared and Guru accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Guru (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Guru. This includes choosing which data fields go into which fields of Guru, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Guru 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 Guru. 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.
Learn MoreGuru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
Learn More