Freshdesk integration with LeadSquared
How to Add Leads in LeadSquared for new Freshdesk customers
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add Leads in LeadSquared for new Freshdesk customers" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate LeadSquared integrations
LeadSquared actions
Nekton can use any feature that is available in LeadSquared API.
Using our advanced AI, you can easily create custom automations for LeadSquared.
Here are some typical actions you can do in your automated workflows.
Post a Sales Activity to a Lead
Adds a sales activity on a lead.
Create Task on Lead
Create a task on a lead.
Find Users
Get all the users.
Find Lead (New)
Find Lead in LeadSquared by Schema Names.
Create Activity for Lead
Add a custom activity to a lead.
Get Activity Details
This Helps you get the activity details of the particular activity.
About LeadSquared
LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.