Ora + LeadSquared Integration

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LeadSquared + Ora Integration

Create Ora card for new LeadSquared lead

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

In addition, the Ora card 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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Ora + LeadSquared Integration
1.
  • Ora
    Task is created in Ora
  • Ora
    Assignee is added to task in Ora
  • Ora
    Comment is added to task in Ora
  • Ora
    Label is added to task in Ora
  • 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.
  • Ora
    Create card in Ora
  • Ora
    Add member to card in Ora
  • Ora
    Create comment in Ora
  • Ora
    Create list in Ora
  • 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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