
When this happens...
New Order Created

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new order is created.
Action is the task that follows automatically within your SmartRoutes integrations.
Creates a new order.
Here you will get costumer details.
Can update customer details.
Here you will get all vehicle details.
The order will be deleted by providing order id.
To get all orders.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SmartRoutes and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartRoutes triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how SmartRoutes 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 SmartRoutes 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 SmartRoutes 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.
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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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