IntegrationsLeadsquaredinsurgrid
Leadsquared + insurgrid

Connect Leadsquared and insurgrid to Build Intelligent Automations

Choose a Trigger

Leadsquared

When this happens...

Choose an Action

insurgrid

Automatically do this!

Enable Integrations or automations with these events of Leadsquared and insurgrid

Enable Integrations or automations with these events of Leadsquared and insurgrid

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 a lead by phone

Find a lead by phone

Find a lead using phone number

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

Request a new Action for Leadsquared

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Frequently Asked Questions

How do I start an integration between Leadsquared and insurgrid?

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

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

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

How often does the data sync between Leadsquared and insurgrid?

The data sync between Leadsquared and insurgrid 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 insurgrid?

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 insurgrid?

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

About insurgrid

InsurGrid is your hub for verifying insurance policy data and documents professionally and efficiently.

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