SignWell + LeadSquared Integrations
How to connect SignWell + LeadSquared
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Document CompletedTriggers when a document has been completed.Trigger- Document SentTriggers when a document is sent.Trigger
- Document ViewedTriggers when a signer view a document for the first time.Trigger
- Create Document From TemplateCreates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.Action
New LeadTriggers when a new lead is created.Trigger- New Activity for LeadTriggers when an activity is posted to a lead.Trigger
- Updated LeadTriggers when any lead field value changes.Trigger
- Landing Page SubmissionTriggers when a lead submits on a landing page.Trigger
- LeadSquared
Triggers when a stage of a lead is changed.
Instant
Trigger
- LeadSquared
Add a custom activity to a lead.
Scheduled
Action
- LeadSquared
Adds a sales activity on a lead.
Scheduled
Action
- LeadSquared
Create a new lead or update an existing contact based on email address.
Scheduled
Action
- LeadSquared
Create a task on a lead.
Scheduled
Action
- LeadSquared
This Helps you get the activity details of the particular activity.
Scheduled
Action
- LeadSquared
Get all the users.
Scheduled
Action
- LeadSquared
Find an existing lead using email address or lead ID.
Scheduled
Action
- LeadSquared
Find Lead in LeadSquared by Schema Names.
Scheduled
Action
How SignWell + LeadSquared Integrations Work
- Step 1: Authenticate SignWell and LeadSquared.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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