Checkvist + LeadSquared Integration

Connect Checkvist to LeadSquared - Automate your workflows in 1-click

Make use of Checkvist automations to improve team communication and gain real-time visibility into project progress. Make use of LeadSquared automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Combine the benefits of both with Integrately’s Checkvist + LeadSquared integration.

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Ready Workflows For Checkvist + LeadSquared Integration

Just click on the workflow you want to automate

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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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.

Activate

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Create Your Own Checkvist & LeadSquared Integration Without Any Code

1. Select when the automation is executed

2. Select what action you want to automate

Create Custom Workflow

List item is created in Checkvist
Triggers the automation when a new item is added to a list
List is created in Checkvist
Triggers the automation when a new list is created
Lead is submitted on landing page in LeadSquared
Triggers the automation when a lead is submitted on a landing page
Instant
New lead is created in LeadSquared
Triggers the automation when a new lead is added to the system
Instant
Lead is updated in LeadSquared
Triggers the automation when the lead information is updated
Instant
New activity is created for lead in LeadSquared
Triggers the automation when a new follow-up activity is created for a lead
Instant

Create list in Checkvist
Generates a new list
Create list item in Checkvist
Adds a new item to a list
Create or Update Lead in LeadSquared
Creates or updates a lead
Search lead in LeadSquared
Retrieves information for a particular lead
Add Lead to a Static List in LeadSquared
Adds a lead to a static list for targeted marketing purposes
Search lead by email in LeadSquared
Retrieves information for a particular lead using their email
Search lead by phone number in LeadSquared
Searches for a lead using a phone number
Search user by email in LeadSquared
Retrieves user information based on their email address
Create task on lead in LeadSquared
Creates a task for a particular lead
Create activity for lead in LeadSquared
Schedule a follow-up activity for the lead
Post a sales activity to a lead in LeadSquared
Posts a sales activity to a lead

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

😐

750 Tasks

in $19.⁹⁹

Integrately

😍

2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Checkvist & LeadSquared In 1 Click
And Save Time & Money Both

Integrately makes automation accessible to everyone with features like ready 1-click automations, text-to-automation AI, and a guided automation setup process (Guided UI). If you still need help, our 24/5 live chat support has got you covered. So why wait? Sign up for your free plan and automate now!

Want to automate something else in your workflow?

You Can Also Connect Checkvist or LeadSquared With 1200+ Other Apps

Checkvist is a powerful tool that lets you capture, organize and share your valuable thoughts, ideas and tasks from anywhere. With its Gmail integration, you can quickly create lists from emails without leaving the inbox.

See Checkvist Integrations

LeadSquared helps businesses to grow through customer acquisition. It is a complete marketing and sales solution that enables SMBs to use multiple channels to identify, engage and convert prospects into customers.

See LeadSquared Integrations