LeadSquared + tl;dv

LeadSquared + tl;dv integrations

Create activity for new leads in LeadSquared when new recordings are added in tl;dv

Automate your sales process with this workflow that streamlines the connection between the tl;dv app and LeadSquared. When a recording is added in the tl;dv app, it immediately triggers an activity for a lead in LeadSquared, keeping your sales team informed and ensuring no updates are missed. This swift process saves time and enhances efficiency in managing leads.

When this happens...
Recording AddedTriggers when a new recording is created.
TriggerInstant
automatically do this!
Create Activity for LeadAdd a custom activity to a lead.
ActionWrite

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More things you can do with tl;dv and LeadSquared

Discover other triggers and actions you can use with tl;dv and LeadSquared

- Note tags
Trigger
Instant
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Transcript Added
Triggers when a new transcript is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
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Updated Lead
Triggers when any lead field value changes.
Trigger
Instant
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- From Stage
  Required
- To Stage
  Required
Trigger
Instant
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- Sales Owner Email
  Required
- Product
  Required
- Lead Id
  Required
- Revenue
  Required
- Sales Date
  Required
- Status
  Required
Action
Write
- Owner.
  Required
- Lead Id
  Required
- Subject
  Required
- Description
- Due Date
Action
Write

- Search Key
  Required
- Search Value
  Required
Action
Search
- Schema Name
  Required
- Value
  Required
Action
Search

Recording Added
Triggers when a new recording is created.
Trigger
Instant
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- Recording name
  Required
- Recording file or recording download URL
  Required
Action
Write
- Activity Event
  Required
Trigger
Instant
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- Landing Pages
Trigger
Instant
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- Email Address or Lead Id
  Required
- Activity Event
  Required
- Activity Note
- Activity Date Time
Action
Write
Create or Update Lead
Create a new lead or update an existing contact based on email address.
Action
Write
- Activity Id
  Required
Action
Search
- Email Address or Lead Id
  Required
Action
Search

About LeadSquared

LeadSquared is a marketing automation and CRM solution that helps small to medium-sized businesses drive revenue by aligning their marketing and sales activities. Some key features include: Lead Capture Automation, Landing Pages, Email and Drip Campaigns, Lead & List Management, Tasks & Reminders, API & Connectors and Marketing, Sales and Revenue Analytics.

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Related categories

CRM (Customer Relationship Management)

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About tl;dv

tl;dv is an AI meeting note taker that let's you record, transcribe, and summarize your Google Meet and Zoom meetings

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Related categories

AI Meeting Assistants