Connect Leadsquared and Vectara to Build Intelligent Automations

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Leadsquared

When this happens...

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Vectara

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Corpora

New Corpora

Retrieve corpora created within the last specified minutes.

Request a new Trigger for Leadsquared

Do thisActions

Action is the task that follows automatically within your Leadsquared integrations.

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 Lead by Phone

Find Lead by Phone

Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.

Create activity on a lead

Create activity on a lead

Post an Activity on a Lead

Search Lead by Criteria

Search Lead by Criteria

Search lead by criteria

Search Leads by Date

Search Leads by Date

Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.

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Frequently Asked Questions

How do I start an integration between Leadsquared and Vectara?

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

Can we customize how data from Leadsquared is recorded in Vectara?

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

How often does the data sync between Leadsquared and Vectara?

The data sync between Leadsquared and Vectara 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 Vectara?

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 Vectara?

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

About Vectara

Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.

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