Connect Leadsquared and Ora to Build Intelligent Automations

Choose a Trigger

Leadsquared

When this happens...

Choose an Action

Ora

Automatically do this!

Ready to use Leadsquared and Ora automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Comment Added to Task

New Comment Added to Task

Triggers when a new comment is added to task.

New Task

New Task

Triggers when a new task is added.

New Assignee Added to Task

New Assignee Added to Task

Triggers when a new assignee is added to task.

Task Update

Task Update

Triggers when an existing task is updated in Ora.

New Project

New Project

Triggers when a new project is added.

New Label Added to Task

New Label Added to Task

Triggers when a new label is added to task.

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 Ora?

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

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

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

How often does the data sync between Leadsquared and Ora?

The data sync between Leadsquared and Ora 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 Ora?

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 Ora?

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

About Ora

Ora is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.

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