Connect Vectara and Leadsquared to Build Intelligent Automations
Choose a Trigger
When this happens...
New Corpora
Choose an Action
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
Ready to use Vectara and Leadsquared automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Corpora
Retrieve corpora created within the last specified minutes.
Do thisActions
Action is the task that follows automatically within your Vectara integrations.
Create Corpus
Create a new Vectara corpus to store and index documents for search and retrieval.
Create a new lead
Create a lead in LeadSquared
Find a lead by email id
Find a lead using email id
Find Lead by Phone
Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.
Create activity on a lead
Post an Activity on a Lead
Search Lead by Criteria
Search lead by criteria
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Frequently Asked Questions
To start, connect both your Vectara and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Vectara triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Vectara 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 Vectara 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 Vectara 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 Vectara
Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.
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.
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