
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Leadsquared and Take The Lead
Create a lead in LeadSquared
Find a lead using email id
Find a lead using phone number
Post an Activity on a Lead

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Take The Lead accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Take The Lead (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Take The Lead. This includes choosing which data fields go into which fields of Take The Lead, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Take The Lead 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 Take The Lead. 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 MoreTake The Lead enriches leads with a machine learning algorithm that matches anonymous website visitors to a proprietary network database of thousands of companies across the world.
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