IntegrationsLeadsquaredUnderstand Me
Leadsquared + Understand Me

Connect Leadsquared and Understand Me to Build Intelligent Automations

Choose a Trigger

Leadsquared

When this happens...

Choose an Action

Understand Me

Automatically do this!

Enable Integrations or automations with these events of Leadsquared and Understand Me

Enable Integrations or automations with these events of Leadsquared and Understand Me

Actions

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 a lead by phone

Find a lead by phone

Find a lead using phone number

Create activity on a lead

Create activity on a lead

Post an Activity on a Lead

Request a new Action for Leadsquared

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between Leadsquared and Understand Me?

To start, connect both your Leadsquared and Understand Me accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Understand Me (or vice versa).

Can we customize how data from Leadsquared is recorded in Understand Me?

Absolutely. You can customize how Leadsquared data is recorded in Understand Me. This includes choosing which data fields go into which fields of Understand Me, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Leadsquared and Understand Me?

The data sync between Leadsquared and Understand Me 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 Understand Me?

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 Understand Me?

Yes, you can set conditional logic to control the flow of data between Leadsquared and Understand Me. 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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Understand Me

About Understand Me

Understand.me is a tool to organize personality assessments

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