Kanban Tool + LeadSquared Integration

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LeadSquared + Kanban Tool Integration

Create Kanban Tool checklist for new LeadSquared contact

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

You can customize your Kanban Tool 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 Kanban Tool!
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LeadSquared + Kanban Tool Integration

Create Kanban Tool task for new LeadSquared lead

Any time a new LeadSquared lead is submitted, this LeadSquared - Kanban Toolintegration will create a new task in Kanban Tool so that the relevant team can track progress. This will ensure that every lead is followed up in a timely fashion.

In addition, the Kanban Tool task will provide a clear record of what has been done and what still needs to be done in order to address each lead. As a result, this simple automation can save a lot of time and effort while helping to ensure that every LeadSquared lead is dealt with effectively.
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Kanban Tool + LeadSquared Integration

Create LeadSquared task for new Kanban Tool checklist

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 Kanban Tool to create checklist 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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Kanban Tool + LeadSquared Integration
1.
  • Kanban Tool
    Task is created in Kanban Tool
  • Kanban Tool
    Task is moved in Kanban Tool
  • Kanban Tool
    Task is updated in Kanban Tool
  • Kanban Tool
    Task is archived in Kanban Tool
  • Kanban Tool
    Checklist item is created in Kanban Tool
  • Kanban Tool
    Board is created in Kanban Tool
  • Kanban Tool
    Swimlane is created in Kanban Tool
  • Kanban Tool
    Card type is created in Kanban Tool
  • Kanban Tool
    Workflow stage is created in Kanban Tool
  • Kanban Tool
    Comment is created in Kanban Tool
  • Kanban Tool
    Activity is created on board in Kanban Tool
  • 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.
  • Kanban Tool
    Create task in Kanban Tool
  • Kanban Tool
    Move task in Kanban Tool
  • Kanban Tool
    Delete task in Kanban Tool
  • Kanban Tool
    Search task in Kanban Tool
  • Kanban Tool
    Get task details in Kanban Tool
  • Kanban Tool
    Archive task in Kanban Tool
  • Kanban Tool
    Update task in Kanban Tool
  • Kanban Tool
    Create checklist item in Kanban Tool
  • Kanban Tool
    Complete checklist item in Kanban Tool
  • Kanban Tool
    Delete checklist item in Kanban Tool
  • Kanban Tool
    Create comment in Kanban Tool
  • 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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