
When this happens...
New contact added

Automatically do this!
Create Lead
Find Lead
Find Leads By Phone
Create Activity on Lead
Search Leads by Criteria
Find Leads By Date Range
Get Leads By IDs
When this happensTriggers
A trigger is an event that starts a workflow.
Start a workflow for each contact added to your Routee account.
Action is the task that follows automatically within your Routee integrations.
Retrieve all the contacts of the account.
Create a new contact with name, mobile number, country code, and optional VIP flag.
Send a text message to the specified phone number.
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.

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To start, connect both your Routee and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Routee triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Routee 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 Routee 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 Routee 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.
Routee is a platform that provides users with SMS sending functionality, enhancing communication between businesses and individuals.
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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