Integrate Lead Forensics with PocketSmith
Send information between Lead Forensics and PocketSmith automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Lead Forensics and PocketSmith using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Visit recorded by business
Triggers when a new visit is recorded by the selected business
Visit recorded
Triggers when a new visit is recorded
Lead added
Triggers when a new lead is added for the selected client user
Business added
Triggers when a new business is added
Transaction made
Triggers when a new transaction is made in an account
Account created
Triggers when a new account belonging to the user is created
All Actions - Actions are the automated tasks
Fetch visit
Fetches the details of a visit by ID
Fetch business
Fetches the details of an existing business by ID
Create transaction
Creates a transaction in a transaction account
Create account
Creates an account belonging to the user by their ID
What is Lead Forensics?
Lead Forensics is an online tool for lead generation. You can identify prospects from website traffic, manage sales lifecycles, and improve your process with detailed insights from multiple sources.
Similar apps
What is PocketSmith?
PocketSmith is online money management software that provides personal financial forecasting, combined income management, live bank feeds and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, Lakeside CNC Group
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Technical Engineer, Master Liveaboards
