DoubleTick + LeadSquared

DoubleTick + LeadSquared integrations

Manage new DoubleTick messages by creating or updating leads in LeadSquared

Easily maintain your client database with this seamless workflow. Whenever you receive a new message in DoubleTick, a lead is created or updated in LeadSquared. It not only ensures all your contacts are timely updated, but also eliminates the manually intensive task of data entry, keeping your data streamlined and organized.

When this happens...
Message ReceivedTriggers when a new message is received.
TriggerInstant
automatically do this!
Create or Update LeadCreate a new lead or update an existing contact based on email address.
ActionWrite

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More things you can do with DoubleTick and LeadSquared

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

Message Received
Triggers when a new message is received.
Trigger
Instant
Try It
- To
  Required
- Media Type
  Required
- Media Url
  Required
- Caption
Action
Write
- To
  Required
- Select Template
  Required
Action
Write
- Activity Event
  Required
Trigger
Instant
Try It
- Landing Pages
Trigger
Instant
Try It

- 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

Message Status Update
Triggers when a message status is updated.
Trigger
Instant
Try It
- To
  Required
- Text
  Required
- Preview Url
Action
Write
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Updated Lead
Triggers when any lead field value changes.
Trigger
Instant
Try It
- From Stage
  Required
- To Stage
  Required
Trigger
Instant
Try It
- 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

About DoubleTick

DoubleTick let's you use WhatsApp Business API on mobile.

HelpHelp

Related categories

Communication

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)

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