When this happens...
New or Update Contact

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.
Triggers when a contact is created or Updated.
Action is the task that follows automatically within your Sendme integrations.
Update contact in Sendme.
Create contact in Sendme
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.

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To start, connect both your Sendme and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Sendme triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Sendme 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 Sendme 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 Sendme 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.
Sendme is a versatile platform designed to streamline your communication and file-sharing needs. Whether you're collaborating with a team or sharing important documents, Sendme ensures seamless and secure exchanges.
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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