Access to the Workflows API requires a valid API token with the surveys.readonly scope. Store credentials securely, rotate them regularly, and follow best practices for secure API access.
In LeadSquared, generate an API key and grant it permissions to read surveys and submissions. Use these credentials to authorize the connection from the Workflows API side.
Endpoint 1 (GET /surveys/): Retrieve survey definitions from the Workflows API. Endpoint 2 (GET /surveys/submissions): Retrieve survey submissions. (Other endpoints can be added as needed for deeper integrations.)
Trigger: When a new or updated submission occurs in LeadSquared, fetch the latest submission data via GET /surveys/submissions and push to your analytics or CRM workflows in real time.
Actions: Map survey fields to LeadSquared contact fields, update records instantly, and trigger follow-up campaigns based on responses.
Method/path: GET /surveys/ to learn the structure, then GET /surveys/submissions to pull live submissions for immediate processing.
Key fields: survey_id, submission_id, lead_id, and corresponding mapped fields to ensure accurate joins.
Trigger: Lead updates in LeadSquared synchronize back to Workflows via mapped fields and update calls.
Actions: Write back lead changes to the related survey responses or create new events in the Workflows API as needed.
Method path: Use PATCH or POST where supported to update submissions and related records.
Key fields: survey_id, submission_id, lead_id, and your field_mappings for backfill.
Trigger: A recurring schedule (e.g., every 15 minutes) to pull new survey data and push updates in batches.
Actions: Batch processing, idempotent writes, and clear error handling with retries and notifications.
Method path: GET /surveys/ and GET /surveys/submissions with pagination to ensure complete data transfer.
Key fields: survey_id, submission_id, lead_id, plus any necessary keys for pagination and idempotency.
Benefit 1: Build powerful automations without writing code—design flows that react to survey events automatically.
Benefit 2: Accelerate data-driven decisions with real-time insights from survey data feeding LeadSquared records.
Benefit 3: Scale processes across platforms with repeatable, maintainable integrations that reduce manual work.
A quick glossary of terms used in this guide: API, endpoint, webhook, OAuth, authentication, and data mapping concepts to help you implement the integration smoothly.
An API is a set of rules that lets two software programs communicate with each other to request or send data.
An endpoint is a specific URL in an API that performs a function, such as retrieving surveys or subtmissions.
A webhook is a user-defined callback URL that the API calls to notify you about events in real time.
OAuth is a standard for access delegation that allows apps to access resources without sharing passwords.
Automatically update lead scores and nurture campaigns when a survey is completed, creating a seamless customer journey.
Use survey responses to segment audiences and trigger targeted messages or campaigns in LeadSquared.
Implement robust retry logic and alerting for failed endpoint calls to maintain data reliability.
In LeadSquared, create an API key with appropriate permissions and configure the Workflows API to use these credentials securely.
Set up the required endpoints (surveys and submissions) and map fields between Workflows API and LeadSquared.
Run tests, review logs for errors, implement retries, and deploy the integration to production.
In most cases, you do not need to write code. The integration is designed for no-code or low-code setup through the Workflows API and LeadSquared. Use the UI to configure credentials, endpoints, and field mappings. If you have complex mappings, a lightweight script or automation rule can further customize behavior without extensive coding. The key is to set up triggers, mappings, and error handling so data flows smoothly.
Basic syncing requires endpoints for surveys and submissions (GET /surveys/ and GET /surveys/submissions) and proper field mappings. Start with these two endpoints to pull survey definitions and responses, then expand as needed. Always validate data after first runs to confirm mappings are correct and data appears where expected.
Security relies on standard best practices: use scoped API tokens, rotate credentials, enable least privilege access, and implement HTTPS. Use OAuth where supported and keep access controls tightly managed. Monitor logs for unusual activity and set up alerts for failed requests.
Yes. Field mappings can be customized to align Workflows API data with LeadSquared fields. Use a mapping matrix to align survey_id, submission_id, and user data to the corresponding LeadSquared contact or lead fields. If a mapping is missing, create a new field in LeadSquared and update the mapping accordingly.
Implement retries with exponential backoff and configure alerting for persistent failures. Use idempotent operations when possible to avoid duplicate records. Review error messages, adjust mappings, and retry failed calls automatically until success.
The integration supports both new surveys and existing survey data. It can create new records when a submission arrives and update existing ones when data changes. Ensure your mappings and keys (survey_id, submission_id, lead_id) correctly identify records to update.
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