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Leadsquared

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Signwell

Integrations LeadsquaredSignwell

Create integrations between Leadsquared and Signwell

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Create a new lead in Leadsquared when Document Completed in Signwell

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Find a lead by email id in Leadsquared when Document Completed in Signwell

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Find a lead by phone in Leadsquared when Document Completed in Signwell

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Create activity on a lead in Leadsquared when Document Completed in Signwell

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Create a new lead in Leadsquared when Document Sent in Signwell

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Find a lead by email id in Leadsquared when Document Sent in Signwell

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Find a lead by phone in Leadsquared when Document Sent in Signwell

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Create activity on a lead in Leadsquared when Document Sent in Signwell

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Create a new lead in Leadsquared when Document Viewed in Signwell

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Find a lead by email id in Leadsquared when Document Viewed in Signwell

Actions and Triggers

Triggers

Leadsquared

Document Completed

Triggers when a document has been completed.

Leadsquared

Document Sent

Triggers when a document is sent.

Leadsquared

Document Viewed

Triggers when a signer view a document for the first time.

Actions

Leadsquared

Create a new lead

Create a lead in LeadSquared

Leadsquared

Find a lead by email id

Find a lead using email id

Leadsquared

Find a lead by phone

Find a lead using phone number

Leadsquared

Create activity on a lead

Post an Activity on a Lead

Leadsquared

Create Document From Template

Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?
No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
Can I automate complex multi-step workflows across thousands of apps with viaSocket?
Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
Can I monitor the performance of integrations and troubleshoot issues?
Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
How does viaSocket ensure the security of data exchanged between integrated apps?
Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
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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.

Marketing AutomationCRM
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About Signwell

Signwell is a digital platform that facilitates electronic signatures and document management, streamlining the process of signing, sending, and storing documents securely online.

DocumentsEmail
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