Connect Leadsquared and Xodo Sign to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Leadsquared
Choose an Action
Automatically do this!
Create Contact
Get Final Signed Document
Send Reminder
Find and Download Document
Ready to use Leadsquared and Xodo Sign automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document Is Sent
Runs when document is sent
Document Completed
Runs when a document is completed in Xodo Sign.
Do thisActions
Action is the task that follows automatically within your Leadsquared integrations.
Create Lead
Create a new lead in LeadSquared
Find Lead
Find a lead by Lead ID, email, or phone.
Find Leads By Phone
Find leads that match one or more phone numbers and return either basic or full lead details.
Create Activity on Lead
Create an activity on a lead.
Search Leads by Criteria
This action searches lead based on many criteria i.e. the fields in used in the leads. This include various types of ids, phone numbers, email and much more.
Find Leads By Date Range
Retrieve leads modified between two dates and return selected fields with optional sorting and pagination.
Know More About Leadsquared and Xodosign Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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Frequently Asked Questions
To start, connect both your Leadsquared and Xodo Sign accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Xodo Sign (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Xodo Sign. This includes choosing which data fields go into which fields of Xodo Sign, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Xodo Sign 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 Xodo Sign. 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.
Learn MoreAbout Xodo Sign
Xodo Sign by Apryse is an electronic signature software platform that lets you sign, edit and send documents in one place. Xodo Sign helps businesses of every size replace printing, scanning, and mailing with fast, legally binding digital signatures and built-in document editing tools that save time, cut costs, and keep work secure.
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