Connect PostgreSQL and Leadsquared to Build Intelligent Automations
Choose a Trigger
When this happens...
Postgresql (mutiple table)
Choose an Action
Automatically do this!
Create a new lead
Find a lead by email id
Find Lead by Phone
Create activity on a lead
Search Lead by Criteria
Search Leads by Date
Ready to use PostgreSQL and Leadsquared automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Postgresql (mutiple table)
Get all the data, which was updated in last 15 min, from all the table provided.
Do thisActions
Action is the task that follows automatically within your PostgreSQL integrations.
Execute a Query (advanced)
You can select, create, update or delete row(s) of table via custom SQL query.
Insert row
Adds a new row into the table.
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
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Frequently Asked Questions
To start, connect both your PostgreSQL and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in PostgreSQL triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how PostgreSQL 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 PostgreSQL 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 PostgreSQL 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.
About Leadsquared
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