Connect SimpleCert and Leadsquared to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project Created
New Recipient Added
New Certificate Created
Choose an Action
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
Ready to use SimpleCert and Leadsquared automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project Created
Runs when new project created
New Recipient Added
Runs when new recipient added
New Certificate Created
Runs when certificate created
Do thisActions
Action is the task that follows automatically within your SimpleCert integrations.
Create New Project
Create a certificate project
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
This action searches lead based on many criteria i.e. the fields in used in the leads. This include various types of ids, phone numbers, email and much more.
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Frequently Asked Questions
To start, connect both your SimpleCert and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in SimpleCert triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how SimpleCert 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 SimpleCert 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 SimpleCert 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 SimpleCert
SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
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.
Learn More
