
When this happens...
New Lead
New Contact
Edit Lead

Automatically do this!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
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When this happensTriggers
A trigger is an event that starts a workflow.
Receives a new lead from Togile CRM via webhook and passes the lead details into the workflow.
Triggers when a contact is added in Togile and returns the contact details.
Update an existing lead's details in Togile CRM.
Action is the task that follows automatically within your Togile integrations.
Add a new lead to Togile CRM with contact details, source, pipeline, and owner.
Create a new company in Togile CRM.
Create a new contact in Togile using provided first/last name, email, phone and optional company, title, owner, source, and custom fields.
Update an existing lead's details in Togile CRM (name, email, phone, source, pipeline, owner, and custom fields).
Search for products by name (case-insensitive exact match) and return matching product records.
Adds a new user to the Togile workspace with specified name, email, role, and optional project assignments.

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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 Togile and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Togile triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Togile data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Togile and LeadConnector 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 Togile and LeadConnector. 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.
Togile is a comprehensive project management platform designed to streamline workflows and enhance team collaboration. With its intuitive interface, Togile helps teams plan, execute, and track projects efficiently, ensuring timely delivery and improved productivity.
Learn MoreLeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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