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LeadSquared Flow BuilderLeadSquared

Synchronize All Your Data from Different Sources into One CRM Platform. Integrate your systems with LeadSquared and seamlessly syncs leads and activities with the help of our custom configuration and AI technology.

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Vendor

LeadSquared

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Company Website

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Product details

Synchronize All Your Data from Different Sources into One CRM Platform

  • Intelligent Real-time and Periodic bi-directional data-sync 
  • Auto-generated flows using Generative AI 
  • Centralise customer data from any source 
  • Fully Customisable 

What you can do with Flow Builder

Integrate your systems with LeadSquared and seamlessly syncs leads and activities with the help of our custom configuration and AI technology.

Custom field mapping  

Capture more information from your leads  Utilise custom field mappings to ensure seamless synchronization of custom fields for leads, activities, or other entities. Additionally, you can implement field-level transformations during data capture.

Real-time or periodic sync capability 

Sync data from third-party sources in real time and scheduled basis  Establish flows to either capture data in real-time or fetch it at regular intervals from/to any third-party platform. This synchronisation process covers both newly created data and historical data from the third-party platform.

Seamless integration of generative AI 

AI driven transformation & execution criteria Leverage generative AI integration to generate filters, transformations, and advanced code, all within the platform’s capabilities.

Zero data leakage 

Never miss a lead with detailed logs and retry mechanism  Ensure absolute data security with comprehensive reports and debug logs for every sync instance. Access detailed information about request and response payloads for each action in the flow, minimising the risk of any data leakage.