Connect Leadsquared and Planly to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadsquared
Choose an Action
Automatically do this!
- Request a new Action for Planly
Enable Integrations or automations with these events of Leadsquared and Planly
Enable Integrations or automations with these events of Leadsquared and Planly
Actions
Create Lead
Create a new lead in LeadSquared
Find Lead
Find a lead by Lead ID, email, or phone.
Find Leads By Phone
Find leads that match one or more phone numbers and return either basic or full lead details.
Create Activity on Lead
Create an activity on a lead.
Search Leads by Criteria
Find leads that match the criteria you specify.
Find Leads By Date Range
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
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Frequently Asked Questions
To start, connect both your Leadsquared and Planly accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Planly (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Planly. This includes choosing which data fields go into which fields of Planly, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Planly 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 Planly. 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 Planly
Planly is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses and individuals. It offers features such as calendar integration, automated reminders, and customizable booking pages to enhance productivity and ensure seamless scheduling experiences.
Learn More
