Connect Leadsquared and Swit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadsquared
Choose an Action
Automatically do this!
Create Channel
Create Idea
Create Message
Create Project
Create Task
Create Comment on Task
Delete Task
Update Task
Find Channel
Find Project
Find Task
Find Workspace
List Workspaces
List Teams
List Users
Ready to use Leadsquared and Swit automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Idea
Triggers when a new idea is posted on a specific channel.
New Message
Triggers when a new message is posted on a specific channel.
New Comment on Task
Triggers when a new comment is posted to a specific task.
Do thisActions
Action is the task that follows automatically within your Leadsquared integrations.
Create a new lead
Create a lead in LeadSquared
Find a lead by email id
Find a lead using email id
Find a lead by phone
Find a lead using phone number
Create activity on a lead
Post an Activity on a Lead
Create Channel
Creates a channel in a workspace you select.
Create Idea
Posts an idea on a channel you select.
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Frequently Asked Questions
To start, connect both your Leadsquared and Swit accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Swit (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Swit. This includes choosing which data fields go into which fields of Swit, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Swit 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 Swit. 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 Swit
Swit is one work suite for Chat and Project Management. With Swit, you can replace other team collaboration tools.
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