Sales & CRM
LeadSquared integration
Start workflows and AI agents from LeadSquared events, and let agents act in LeadSquared within the limits you set.
LeadSquared triggers and actions
Every LeadSquared trigger and action you can use in Konnectify workflows and AI agents.
- Trigger: New Account
Fires when a new account (company) is created.
- Trigger: Account Updated
Fires when an existing account is updated.
- Trigger: Lead Added to List
This trigger fires instantly when a lead is added to a specific list.
- Trigger: New Account Activity
This trigger fires when a new activity is logged against an account (company).
- Trigger: New Lead (Instant)
This trigger fires immediately when a new lead is created in LeadSquared.
- Trigger: Updated Lead (Instant)
This trigger fires immediately when an existing lead is updated in LeadSquared.
- Trigger: New Task (Instant)
This trigger fires immediately when a new task is created in LeadSquared.
- Trigger: Updated Task (Instant)
This trigger fires immediately when an existing task is updated in LeadSquared.
- Trigger: New Opportunity (Instant)
This trigger fires immediately when a new opportunity of a specific type is created in LeadSquared.
- Trigger: Updated Opportunity (Instant)
This trigger fires immediately when an existing opportunity of a specific type is updated in LeadSquared.
- Action: Post Activity
Creates a new activity of a selected type and associates it with a Lead or Opportunity in LeadSquared.
- Action: Create Lead
Creates a new lead with standard and custom fields available in your LeadSquared account.
- Action: Upsert Lead
Upsert a lead with standard and custom fields available in your LeadSquared account.
- Action: Update Lead
Updates the details of an existing lead identified by its ID.
- Action: Find Lead
Retrieves the details of a lead using the selected identifier.
- Action: Quick Search Leads
Retrieves leads containing the search key in Quick Search enabled lead fields.
- Action: Search Leads by Criteria
Searches leads by any lead field using SQL-style operators with paging and sorting.
- Action: Get Lead Notes
Retrieves all notes for a lead or a specific lead note by note ID.
- Action: Get Available Slots by Search Criteria
Retrieves availability slots for users matching a user search criteria payload.
- Action: Get Available Slots by ID
Retrieves availability slots for one or more users by user ID.
- Action: Get Available Slots by Email Address
Retrieves availability slots for one or more users by email address.
- Action: Delete Lead
Deletes an existing lead by its ID.
- Action: Create Opportunity
Creates a new sales opportunity.
- Action: Update Opportunity
Updates specific fields of an existing opportunity using its ID.
- Action: Find Opportunity
Retrieves details of an opportunity.
- Action: Get Metadata of an Opportunity Type
Retrieves field metadata and layout details for the selected LeadSquared opportunity type.
- Action: Opportunity Advanced Search
Retrieves opportunities by Opportunity Event Code and an Advanced Search criteria payload.
- Action: Delete Opportunity
Deletes an existing opportunity by its ID using a query parameter.
- Action: Create Account
Creates a new company account.
- Action: Update Account
Updates the details of an existing account.
- Action: Find Account
Retrieves details of an account by its Company ID under the specified Company Type.
- Action: Delete Account
Deletes an existing account. Optionally delete all leads under the account.
- Action: Create List
Creates a new empty static list.
- Action: Add Lead to List
Adds an existing lead to a specific static list.
- Action: Remove Lead from List
Removes a lead from a specific static list.
- Action: Find List
Retrieves a list by its name. Supports static, dynamic, and refreshable lists.
- Action: Send Email
Sends a transactional or marketing email to a specific lead.
- Action: Create Account Activity
Creates a new activity and associates it with an account.
- Action: Update Account Activity
Updates an existing activity on an account.
- Action: Find Account Activity
Finds existing account activities.
- Action: Get Lead Activities
Retrieves activities associated with a LeadSquared lead. Optionally filter the results by activity event type.
- Action: Delete Account Activity
Deletes an existing account activity.
- Action: Create Task
Creates a new task and assigns it to a user.
- Action: Update Task
Updates an existing task.
- Action: Find Task
Retrieves details of a task.
- Action: Delete Task
Deletes an existing task.
- Action: Create Appointment
Creates an appointment-type task, which can be associated with a lead, opportunity, or kept unassociated.
- Action: Get Appointments by Search Criteria
Retrieves appointments for users matching the selected user search criteria.
- Action: Get Appointments by User ID
Retrieves appointments for one or more users by user ID.
- Action: Get Appointments by Email Address
Retrieves appointments for one or more users by email address.
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Use LeadSquared in an AI agent
Add any LeadSquared action to an agent as a tool. The agent decides when to use it; you set the limits. Pin fields it can't change, limit fields to allowed values, and require approval before it acts. Every action is recorded in the Event Logs.
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LeadSquared and AI
Add AI steps to LeadSquared workflows
Summarise, classify or draft with ChatGPT, Claude or Gemini inside a workflow.LeadSquared + ChatGPT LeadSquared + Claude LeadSquared + Gemini
Use LeadSquared actions from Claude or ChatGPT
Expose the LeadSquared actions you choose to Claude, ChatGPT or another MCP client through an MCP server you control.
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