viaSocket
Integrations Leadsquared Process Street
Leadsquared + Process Street

Connect Leadsquared and Process Street to Build Intelligent Automations

Choose a Trigger

Leadsquared

When this happens...

Choose an Action

Process Street

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Workflow Run

New Workflow Run

Triggers when a workflow is run.

Workflow Run Completed

Workflow Run Completed

Triggers when a workflow run is completed.

New Task Checked

New Task Checked

Triggers when a task is checked off in a workflow.

Task Ready

Task Ready

Triggers when a task is ready to be worked on.

Data Set Record Created

Data Set Record Created

Triggers when a new record is added to a data set.

Data Set Record Updated

Data Set Record Updated

Triggers when an existing record is updated in a data set.

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 Process Street?

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).

Can we customize how data from Leadsquared is recorded in Process Street?

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.

How often does the data sync between Leadsquared and Process Street?

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.

Can I filter or transform data before sending it from Leadsquared to Process Street?

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 Process Street?

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

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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Process Street

About Process Street

Automate 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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