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Create integrations between Leadsquared and Way We Do
Create a new lead in Leadsquared when New Comment in Way We Do
Find a lead by phone in Leadsquared when New Comment in Way We Do
Create a new lead in Leadsquared when Checklist Started in Way-we-do
Find a lead by phone in Leadsquared when Checklist Started in Way-we-do
Find a lead by phone in Leadsquared when Checklist Step Completed in Way We Do
Find a lead by phone in Leadsquared when Procedure Accepted in Way We Do
Find a lead by phone in Leadsquared when Supervisor SignOff Invite in Way-we-do
Find a lead by phone in Leadsquared when Checklist Finished in Way We Do
Create activity on a lead in Leadsquared when Checklist Started in Way-we-do
Create a new lead in Leadsquared when Checklist Step Completed in Way We Do
Actions and Triggers
When this happensTriggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
Do thisActions
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
Add a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
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Frequently Asked Questions
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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