LeadSquared + Occasion Integration

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

Make use of LeadSquared automations to centralize customer data, sync data across different platforms, automate lead nurturing, and improve sales funnels. Leverage Occasion automations to simplify appointment scheduling, reduce back-and-forth communication, and manage cancellations efficiently. Combine the benefits of both with Integrately’s LeadSquared + Occasion integration.
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Occasion + LeadSquared Integration

Create LeadSquared task for new Occasion booking

Creating task in LeadSquared is a great way to keep track of task that need to be completed when an booking is created in your Occasion account.

With the help of this integration, when an booking is created, a task will be automatically created in LeadSquared and will include the details of the booking (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new booking. You can then simply assign the task to someone on your team and they can get started!
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LeadSquared + Occasion Integration
1.
  • LeadSquared
    Lead is submitted on landing page in LeadSquared

    Triggers the automation when a lead is submitted on a landing page

    Instant
  • LeadSquared
    New lead is created in LeadSquared

    Triggers the automation when a new lead is added to the system

    Instant
  • LeadSquared
    Lead is updated in LeadSquared

    Triggers the automation when the lead information is updated

    Instant
  • LeadSquared
    New activity is created for lead in LeadSquared

    Triggers the automation when a new follow-up activity is created for a lead

    Instant
  • Occasion
    New booking is created in Occasion

    Triggers the automation when a new booking is created

2.
  • LeadSquared
    Create or Update Lead in LeadSquared

    Creates or updates a lead

  • LeadSquared
    Search lead in LeadSquared

    Retrieves information for a particular lead

  • LeadSquared
    Add Lead to a Static List in LeadSquared

    Adds a lead to a static list for targeted marketing purposes

  • LeadSquared
    Search lead by email in LeadSquared

    Retrieves information for a particular lead using their email

  • LeadSquared
    Search lead by phone number in LeadSquared

    Searches for a lead using a phone number

  • LeadSquared
    Search user by email in LeadSquared

    Retrieves user information based on their email address

  • LeadSquared
    Create task on lead in LeadSquared

    Creates a task for a particular lead

  • LeadSquared
    Create activity for lead in LeadSquared

    Schedule a follow-up activity for the lead

  • LeadSquared
    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

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

Automation has never been this easy & budget-friendly. To get you started, Integrately offers an AI automation builder & millions of ready-made automations. Need help? You get 24/5 live chat support. Plus, Integrately offers a free plan and affordable paid plans to fit the needs of everyone, from individuals to large enterprises. Sign up for your free Integrately plan today!

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