
When this happens...
New Product
Product Updated
Customer Created
Customer Updated
Customer Deleted
Checkout Created
Checkout Updated
Order Created
Benefit Created
Benefit Updated
Customer State Changed
Order Paid
Order Updated
New Subscription
Subscription Updated
Subscription Canceled
Refund Created
Order Refunded
Organization Updated

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Create Lead
Find Lead
Find Leads By Phone
Create Activity on Lead
Search Leads by Criteria
Find Leads By Date Range
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new product is created in Polar.
Triggers when a product is updated.
Triggers when a new customer is created.
Trigger When customer is updated.
Triggera when a customer is deleted.
Trigger when a new checkout is created.
Action is the task that follows automatically within your Polar integrations.
Create a new product in Polar.
Create a new lead in LeadSquared
Find a lead by Lead ID, email, or phone.
Find leads that match one or more phone numbers and return either basic or full lead details.
Create an activity on a lead.
Find leads that match the criteria you specify.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Polar and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Polar triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Polar data is recorded in Leadsquared. This includes choosing which data fields go into which fields of Leadsquared, setting up custom formats, and filtering out unwanted information.
The data sync between Polar and Leadsquared 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 Polar and Leadsquared. 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.
Polar is a comprehensive platform designed to streamline and enhance the process of managing and analyzing data. It offers tools for data visualization, collaboration, and insights generation, making it an essential tool for businesses and teams looking to leverage data for informed decision-making.
Learn MoreLeadsquared 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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