CloudTalk + LeadSquared

CloudTalk + LeadSquared integrations

Manage new LeadSquared leads by creating or updating contacts in CloudTalk

Start managing your contacts seamlessly with this integration. When a new lead enters your LeadSquared system, this workflow updates or creates a new contact inside your CloudTalk account. With this automation, keep your conversations aligned with your lead information, saving you time on manual data entry and maintaining consistency. Turn leads into successful conversions with organized communication.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create or Update ContactCreates a new or updates an existing contact.
ActionWrite

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More things you can do with LeadSquared and CloudTalk

Discover other triggers and actions you can use with LeadSquared and CloudTalk

New Lead
Triggers when a new lead is created.
Trigger
Instant
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Updated Lead
Triggers when any lead field value changes.
Trigger
Instant
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- From Stage
  Required
- To Stage
  Required
Trigger
Instant
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- Sales Owner Email
  Required
- Product
  Required
- Lead Id
  Required
- Revenue
  Required
- Sales Date
  Required
- Status
  Required
Action
Write
- Owner.
  Required
- Lead Id
  Required
- Subject
  Required
- Description
- Due Date
Action
Write

- Search Key
  Required
- Search Value
  Required
Action
Search
- Schema Name
  Required
- Value
  Required
Action
Search

New Contact
Triggers when a contact is created or updated in CloudTalk.
Trigger
Instant
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- Activity ID
  Required
- Acitivity ID postfix
  Required
- Activity title
  Required
- Activity content
  Required
- Activity meta - price
- Activity meta - status
- Activity meta - color
- Activity link
- Contact ID
  Required
- Contact ID Postfix
  Required
- Contact name
- Contact email
- Contact number
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone Number
  Required
- Email
- Contact Company
- External Link
Action
Write

- Activity Event
  Required
Trigger
Instant
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- Landing Pages
Trigger
Instant
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- Email Address or Lead Id
  Required
- Activity Event
  Required
- Activity Note
- Activity Date Time
Action
Write
Create or Update Lead
Create a new lead or update an existing contact based on email address.
Action
Write
- Activity Id
  Required
Action
Search
- Email Address or Lead Id
  Required
Action
Search
New Call
Triggers when call is made via CloudTalk.
Trigger
Instant
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New SMS
Triggers when a SMS is sent/received via CloudTalk
Trigger
Instant
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- ID
  Required
- ID Postfix
  Required
- Contact Name
  Required
- Phone number
  Required
- Email
- Contact Company
- External Link
Action
Write
- From Number
  Required
- To Number
  Required
- Message Text
  Required
Action
Write
- Keyword
  Required
Action
Search

About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Learn moreLearn moreHelpHelp

Related categories

Phone & SMS

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Create contacts in CloudTalk from new leads in LeadSquared

Related Zap Templates

Create contacts in CloudTalk from new leads in LeadSquared