
When this happens...

Automatically do this!
Create New Project
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new project created
Runs when new recipient added
Runs when certificate created
Action is the task that follows automatically within your Leadsquared integrations.
Create a new lead in LeadSquared
Find a lead by Lead ID, email, or phone.
Find leads that match one or more phone numbers and return either basic or full lead details.
Create an activity on a lead.
This action searches lead based on many criteria i.e. the fields in used in the leads. This include various types of ids, phone numbers, email and much more.
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.

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To start, connect both your Leadsquared and SimpleCert accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in SimpleCert (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in SimpleCert. This includes choosing which data fields go into which fields of SimpleCert, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and SimpleCert 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 SimpleCert. 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 MoreSimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
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