Integrations Planado Lead Generated
Planado + Lead Generated

Connect Planado and Lead Generated to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

Lead Generated

Automatically do this!

Enable Integrations or automations with these events of Planado and Lead Generated

Enable Integrations or automations with these events of Planado and Lead Generated

Actions

Create Job

Create Job

Create a new job assignment for a field worker

Request a new Action for Planado

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Frequently Asked Questions

How do I start an integration between Planado and Lead Generated?

To start, connect both your Planado and Lead Generated accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Lead Generated (or vice versa).

Can we customize how data from Planado is recorded in Lead Generated?

Absolutely. You can customize how Planado data is recorded in Lead Generated. This includes choosing which data fields go into which fields of Lead Generated, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Planado and Lead Generated?

The data sync between Planado and Lead Generated typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Planado to Lead Generated?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Planado and Lead Generated?

Yes, you can set conditional logic to control the flow of data between Planado and Lead Generated. 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.