Connect Leadsquared and Wortal CRM to Build Intelligent Automations
Enable Integrations or automations with these events of Leadsquared and Wortal CRM
Enable Integrations or automations with these events of Leadsquared and Wortal CRM
Actions
Create a new lead
Create a lead in LeadSquared
Find a lead by email id
Find a lead using email id
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
Post an Activity on a Lead
Search Lead by Criteria
Search lead by criteria
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
To start, connect both your Leadsquared and Wortal CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Wortal CRM (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Wortal CRM. This includes choosing which data fields go into which fields of Wortal CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Wortal CRM 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 Wortal CRM. 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.
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 Wortal CRM
Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.
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