LeadSquared + Projectplace Integration

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LeadSquared + Projectplace Integration

Create Projectplace card for new LeadSquared lead

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

In addition, the Projectplace 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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LeadSquared + Projectplace Integration
1.
  • 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
  • Projectplace
    Card is created in Projectplace
  • Projectplace
    Card is moved to done/last column in Projectplace
2.
  • 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
  • Projectplace
    Create card in Projectplace
  • Projectplace
    Create a card on an existing activity in Projectplace
  • Projectplace
    Search card by name in Projectplace
  • Projectplace
    Add reported time to a card in Projectplace
  • Projectplace
    Create board in Projectplace
  • Projectplace
    Create project in Projectplace
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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.

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Projectplace is a smart cloud-based project management solution. With features like task boards, time tracking, document sharing, video conferencing and screen sharing Projectplace is the perfect addition to any team's workflow.

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