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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a workflow is run.
Triggers when a workflow run is completed.
Triggers when a task is checked off in a workflow.
Triggers when a task is ready to be worked on.
Triggers when a new record is added to a data set.
Triggers when an existing record is updated in a data set.
Action is the task that follows automatically within your Leadsquared integrations.
Create a lead in LeadSquared
Find a lead using email id
Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.
Post an Activity on a Lead
Search lead by criteria
Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.

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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 Process Street accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Process Street (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Process Street. This includes choosing which data fields go into which fields of Process Street, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Process Street 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 Process Street. 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 MoreAutomate your team's recurring tasks and workflows with Process Street, a powerful process management and checklist tool designed to enhance productivity and collaboration.
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