Integrate LeadSquared with Retently

Trigger NPS/CSAT surveys after significant customer interactions such as lead conversion or sales activities, sync customer profiles and contact details between LeadSquared and Retently, and use survey feedback to enhance lead management and sales strategies.

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About LeadSquared

LeadSquared is a marketing automation and CRM solution designed for small to medium-sized businesses. It includes features for lead capture automation, email campaigns, lead management, and sales activity tracking.

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LeadSquared to Retently

1

New Lead

Triggers when a new lead is created.
2

Updated Lead

Triggers when any lead field value changes.
3

Lead Stage Changed

Triggers when a stage of a lead is changed.
4

New Activity for Lead

Triggers when an activity is posted to a lead.
5

Landing Page Submission

Triggers when a lead submits on a landing page.
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Retently to LeadSquared

1

Post a Sales Activity to a Lead

Adds a sales activity on a lead.
2

Create Task on Lead

Creates a task on a lead.
3

Find Users

Gets all the users.
4

Find Lead (New)

Finds a lead in LeadSquared by schema names.
5

Create Activity for Lead

Adds a custom activity to a lead.
6

Create or Update Lead

Creates a new lead or updates an existing contact based on email address.
7

Get Activity Details

Gets the activity details of a particular activity.
8

Find Lead

Finds an existing lead using email address or lead ID.

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