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Triggers when a document is sent.
Create a lead in LeadSquared
Find a lead using email id
Find a lead using phone number
Post an Activity on a Lead
Creates a contact
Send Reminder to document.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
Learn MoreXodo Sign is a tool used to sign legally binding documents online on any device
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