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LeadSquared + monday.com

Create items in monday.com for every new lead in LeadSquared

Streamline your team's tracking process with this LeadSquared to monday.com workflow. Each time a new lead pops up in LeadSquared, an item will be promptly created in monday.com, ensuring your team stays updated with potential clients. This automation takes the hassle out of manual data entry and keeps your project management running efficiently.

Streamline your team's tracking process with this LeadSquared to monday.com workflow. Each time a new lead pops up in LeadSquared, an item will be promptly created in monday.com, ensuring your team stays updated with potential clients. This automation takes the hassle out of manual data entry and keeps your project management running efficiently.

  1. When this happens...
    LeadSquaredLeadSquared
    New Lead

    Triggers when a new lead is created.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

What does this mean?
  • LeadSquared triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • LeadSquared triggers, actions, and search

    Updated Lead

    Triggers when any lead field value changes.

    Trigger
    Instant
    Try It

    • From StageRequired

    • To StageRequired

    Trigger
    Instant
    Try It

    • Sales Owner EmailRequired

    • ProductRequired

    • Lead IdRequired

    • RevenueRequired

    • Sales DateRequired

    • StatusRequired

    Action
    Write

    • Activity EventRequired

    Trigger
    Instant
    Try It

    • Landing Pages

    Trigger
    Instant
    Try It

    • Email Address or Lead IdRequired

    • Activity EventRequired

    • Activity Note

    • Activity Date Time

    Action
    Write
  • LeadSquared triggers, actions, and search

    Create or Update Lead

    Create a new lead or update an existing contact based on email address.

    Action
    Write
leadsquared logo
leadsquared logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Learn moreHelp

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