Connect Leadsquared and Pennylane to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadsquared
Choose an Action
Automatically do this!
Create Customer
Create a Product
Update Customer
Update Product
Create a Estimate
Retrieve a customer
Retrieve a Product
Retrieve a Category
Create Company Customer
Create Quote
Retrieve quote
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is created.
New Product
Triggers when a new product is created.
Do thisActions
Action is the task that follows automatically within your Leadsquared integrations.
Create a new lead
Create a lead in LeadSquared
Find a lead by email id
Find a lead using email id
Find a lead by phone
Find a lead using phone number
Create activity on a lead
Post an Activity on a Lead
Create Customer
Creates a new customer.
Create a Product
Creates a new product in pennylane.
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Frequently Asked Questions
To start, connect both your Leadsquared and Pennylane accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Pennylane (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Pennylane. This includes choosing which data fields go into which fields of Pennylane, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Pennylane 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 Pennylane. 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.
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.
Learn MoreAbout Pennylane
Pennylane centralizes all your cash flows and connects with your financial tools to ease and automate collaboration with your accountant.
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