Checkvist + LeadSquared Integration

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LeadSquared + Checkvist Integration

Create Checkvist list for new LeadSquared contact

When you create a new contact in LeadSquared, this automation will automatically create a related list in Checkvist. This makes it easy to track the progress of your contact's information and keep everything organized.

You can customize your Checkvist board however you like, and add as many tasks as needed to track the progress of your contact's information. Stay organized and efficient with LeadSquared and Checkvist!
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Checkvist + LeadSquared Integration

Create LeadSquared task for new Checkvist list

Are you looking for a way to keep track of your sales process and create task for yourself in LeadSquared? If so, you'll be glad to know that you can use Checkvist to create list of the steps in your sales process, and then create task in LeadSquared for each step.

This automation will help you stay organized and make sure that no steps are forgotten.
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Checkvist + LeadSquared Integration
1.
  • Checkvist
    List item is created in Checkvist
  • Checkvist
    List is created in Checkvist
  • LeadSquared
    Lead is submitted on landing page in LeadSquared Instant
  • LeadSquared
    New lead is created in LeadSquared Instant
  • LeadSquared
    Lead is updated in LeadSquared Instant
  • LeadSquared
    New activity is created for lead in LeadSquared Instant
2.
  • Checkvist
    Create list in Checkvist
  • Checkvist
    Create list item in Checkvist
  • LeadSquared
    Create or Update Lead in LeadSquared
  • LeadSquared
    Search lead in LeadSquared
  • LeadSquared
    Add Lead to a Static List in LeadSquared
  • LeadSquared
    Search lead by email in LeadSquared
  • LeadSquared
    Search lead by phone number in LeadSquared
  • LeadSquared
    Search user by email in LeadSquared
  • LeadSquared
    Create task on lead in LeadSquared
  • LeadSquared
    Create activity for lead in LeadSquared
  • LeadSquared
    Post a sales activity to a lead in LeadSquared
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