
When this happens...

Automatically do this!
Create Space
Invite User
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a user joins or leaves a room in Pencil Spaces.
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 Pencil Spaces accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Pencil Spaces (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Pencil Spaces. This includes choosing which data fields go into which fields of Pencil Spaces, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Pencil Spaces 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 Pencil Spaces. 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 MorePencil Spaces is an innovative platform designed to enhance online collaboration and productivity. It offers a virtual workspace where teams can seamlessly interact, share ideas, and work together in real-time, making it ideal for remote work and education environments.
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