
When this happens...
Voucher Created

Automatically do this!
Create a new lead
Find a lead by email id
Find a lead by phone
Create activity on a lead
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a new voucher is created.
Action is the task that follows automatically within your Voucherify integrations.
Create category with a specific name and hierarchy.
Create a customer segment.
Update the details of a reward.
Update an existing customer.
Create a lead in LeadSquared
Find a lead using email id

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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 Voucherify and Leadsquared accounts to viaSocket. Once connected, you can set up a workflow where an event in Voucherify triggers actions in Leadsquared (or vice versa).
Absolutely. You can customize how Voucherify 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 Voucherify 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 Voucherify 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.
Voucherify is a comprehensive promotion management platform that allows businesses to create, manage, and track various promotional campaigns such as vouchers, discounts, and loyalty programs. It is designed to help marketers and developers easily integrate promotional campaigns into their existing systems, providing a seamless experience for both businesses and their customers.
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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