Firmao + LeadSquared Integration

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Popular Firmao + LeadSquared Workflows

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LeadSquared + Firmao Integration

Create Firmao task for new LeadSquared lead

It's important to stay on top of your customer relationships, and one way to do that is to create Firmao tasks for new LeadSquared leads received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Firmao task for new LeadSquared lead received today - your customers will thank you for it!
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LeadSquared + Firmao Integration

Create Firmao task for new LeadSquared contact

In LeadSquared, when you create a contact, it automatically creates a task in Firmao for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Firmao + LeadSquared Integration
1.
  • Firmao
    Customer is created in Firmao
  • Firmao
    Task is created in Firmao
  • 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.
  • Firmao
    Create customer in Firmao
  • Firmao
    Create task in Firmao
  • 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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