LeadSquared + tl;dv

Create activity for new leads in LeadSquared when new recordings are added in tl;dv

Automate your sales process with this workflow that streamlines the connection between the tl;dv app and LeadSquared. When a recording is added in the tl;dv app, it immediately triggers an activity for a lead in LeadSquared, keeping your sales team informed and ensuring no updates are missed. This swift process saves time and enhances efficiency in managing leads.

When this happens...
Recording Added
Triggers when a new recording is created.
TriggerInstant
automatically do this!
Create Activity for Lead
Add a custom activity to a lead.
ActionWrite

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Supported triggers and actions

- Note tags
Trigger
Instant
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Transcript Added
Triggers when a new transcript is created.
Trigger
Instant
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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 StageRequired
- To StageRequired
Trigger
Instant
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- Sales Owner EmailRequired
- ProductRequired
- Lead IdRequired
- RevenueRequired
- Sales DateRequired
- StatusRequired
Action
Write
- Owner.Required
- Lead IdRequired
- SubjectRequired
- Description
- Due Date
Action
Write

- Search KeyRequired
- Search ValueRequired
Action
Search
- Schema NameRequired
- ValueRequired
Action
Search

Recording Added
Triggers when a new recording is created.
Trigger
Instant
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- Recording nameRequired
- Recording file or recording download URLRequired
Action
Write
- Activity EventRequired
Trigger
Instant
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- Landing Pages
Trigger
Instant
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- Email Address or Lead IdRequired
- Activity EventRequired
- 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 IdRequired
Action
Search
- Email Address or Lead IdRequired
Action
Search

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 more