Post Activity
Creates a new activity of a selected type and associates it with a Lead or Opportunity in LeadSquared.
Tool
ify connects with LeadSquared
ify is an AI support agent that seamlessly integrates with LeadSquared to understand customer context, use approved tools, and complete resolutions across your support stack.
Resolution flow
How ify uses LeadSquared
The point is not another integration badge. ify uses LeadSquared as part of the work required to resolve a customer request, then carries the result back into the support conversation.
01
Read the request
ify understands what the customer needs and whether LeadSquared is the right system to check.
02
Pull live context
It looks up the relevant marketing and sales & crm context directly from LeadSquared, not a stale copy.
03
Take the action
With 40 supported tools, ify can complete approved steps inside LeadSquared.
04
Record the outcome
The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.
Tools ify can use in LeadSquared
ify calls these 40 tools inside LeadSquared to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.
Create Lead
Creates a new lead with standard and custom fields available in your LeadSquared account.
Tool
Upsert Lead
Upsert a lead with standard and custom fields available in your LeadSquared account.
Tool
Update Lead
Updates the details of an existing lead identified by its ID.
Tool
Find Lead
Retrieves the details of a lead using the selected identifier.
Tool
Quick Search Leads Beta
Retrieves leads containing the search key in Quick Search enabled lead fields.
Tool
Search Leads by Criteria Beta
Searches leads by any lead field using SQL-style operators with paging and sorting.
Tool
Get Lead Notes Beta
Retrieves all notes for a lead or a specific lead note by note ID.
Tool
Get Available Slots by Search Criteria Beta
Retrieves availability slots for users matching a user search criteria payload.
Tool
Resolution paths
Common outcomes from LeadSquared
Each path starts with one customer need, uses the right LeadSquared tool, and ends with a verified answer or action inside the support conversation.
Path 01
Post Activity
Creates a new activity of a selected type and associates it with a Lead or Opportunity in LeadSquared.
Uses LeadSquaredVerified outcome
Path 02
Create Lead
Creates a new lead with standard and custom fields available in your LeadSquared account.
Uses LeadSquaredVerified outcome
Path 03
Upsert Lead
Upsert a lead with standard and custom fields available in your LeadSquared account.
Uses LeadSquaredVerified outcome
Connected stack
Connect LeadSquared with your stack
Customer requests rarely live in one system. ify can use LeadSquaredalongside the apps your support team already checks to verify context, take action, and close the loop.
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Highperformr
Connect to Highperformr to manage contacts, segments, and automate your customer engagement workflows
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HubSpot
Connect to HubSpot CRM to manage contacts, companies, deals, and more.
MarketingCommon questions about ify for LeadSquared
If you can’t find what you’re looking for, .
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