Connect Privyr and Leadsquared to Build Intelligent Automations
Enable Integrations or automations with these events of Privyr and Leadsquared
Enable Integrations or automations with these events of Privyr and Leadsquared
Actions
Create Client
Creates a new client
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
Find leads that match the criteria you specify.
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Frequently Asked Questions
To start, connect both your Privyr and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Privyr 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 Privyr 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 Privyr 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout Leadsquared
Leadsquared 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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