
When this happens...

Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new contact is created.
Action is the task that follows automatically within your Leadsquared integrations.
Create a lead in LeadSquared
Find a lead using email id
Find a lead using phone number
Post an Activity on a Lead
Creates a new contact
Creates a draft of an email that can be reviewed and sent out.

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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 Office 365 accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Office 365 (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Office 365. This includes choosing which data fields go into which fields of Office 365, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Office 365 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 Office 365. 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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