Leadsquared

Marketing Automation

Way We Do

Productivity

Integrations Leadsquared Way We Do

Create integrations between Leadsquared and Way We Do

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Find a lead by email id in Leadsquared when Checklist Finished in Way We Do

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Find a lead by phone in Leadsquared when Checklist Step Completed in Way We Do

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Create a new lead in Leadsquared when Checklist Finished in Way We Do

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Create activity on a lead in Leadsquared when Checklist Started in Way-we-do

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Create activity on a lead in Leadsquared when Supervisor SignOff Invite in Way-we-do

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Create activity on a lead in Leadsquared when Checklist Step Completed in Way We Do

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Create activity on a lead in Leadsquared when New Comment in Way We Do

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Find a lead by email id in Leadsquared when Checklist Step Completed in Way We Do

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Create activity on a lead in Leadsquared when Procedure Accepted in Way We Do

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Find a lead by phone in Leadsquared when Supervisor SignOff Invite in Way-we-do

Actions and Triggers

Triggers

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.

Actions

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

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About 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.

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