GoCanvas + LeadSquared

Create LeadSquared activities for new GoCanvas submissions to streamline lead management

Effortlessly keep track of new submissions in your GoCanvas app by instantly creating corresponding activities in the LeadSquared app. With this workflow, every time a new submission is added in GoCanvas, an activity will be created for the related lead in LeadSquared, helping you stay organized and up to date on lead information. No more manual data entry, just seamless organization across both platforms.

Effortlessly keep track of new submissions in your GoCanvas app by instantly creating corresponding activities in the LeadSquared app. With this workflow, every time a new submission is added in GoCanvas, an activity will be created for the related lead in LeadSquared, helping you stay organized and up to date on lead information. No more manual data entry, just seamless organization across both platforms.

  1. When this happens...
    GoCanvasGoCanvas
    New Submission

    Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.

    TriggerInstant
  2. automatically do this!
    LeadSquaredLeadSquared
    Create Activity for Lead

    Add a custom activity to a lead.

    ActionWrite
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Supported triggers and actions

    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
  • LeadSquared triggers, actions, and search

    New Lead

    Triggers when a new lead is created.

    Trigger
    Instant
    Try It
  • LeadSquared triggers, actions, and search

    Updated Lead

    Triggers when any lead field value changes.

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • Activity EventRequired

    Trigger
    Instant
    Try It
    • Landing Pages

    Trigger
    Instant
    Try It
gocanvas logo
gocanvas logo

About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.
Learn more

Related categories

  • Forms & Surveys

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leadsquared logo
leadsquared logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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