ERP Next + LeadSquared Integration

Integrate ERP Next to LeadSquared in one click, or tell Integrately AI how you want each lead handled. Qualify prospects, update your CRM records, alert your sales team, and trigger automated follow-ups.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • ERP Next
    Document is updated in ERP Next Instant
  • ERP Next
    Document is trashed in ERP Next Instant
  • ERP Next
    Document is submitted in ERP Next Instant
  • ERP Next
    Document is inserted in ERP Next Instant
  • ERP Next
    Document is changed in ERP Next Instant
  • ERP Next
    Document is cancelled in ERP Next Instant
  • LeadSquared
    Lead is submitted on landing page in LeadSquared Instant
  • LeadSquared
    New lead is created in LeadSquared Instant
  • LeadSquared
    Lead is updated in LeadSquared Instant
  • LeadSquared
    New activity is created for lead in LeadSquared Instant
Arrow Right
2.
  • ERP Next
    Add Issue in ERP Next
  • ERP Next
    Update lead in ERP Next
  • ERP Next
    Search lead in ERP Next
  • ERP Next
    Create lead in ERP Next
  • ERP Next
    Create customer in ERP Next
  • LeadSquared
    Create or Update Lead in LeadSquared
  • LeadSquared
    Search lead in LeadSquared
  • LeadSquared
    Add Lead to a Static List in LeadSquared
  • LeadSquared
    Search lead by email in LeadSquared
  • LeadSquared
    Search lead by phone number in LeadSquared
  • LeadSquared
    Search user by email in LeadSquared
  • LeadSquared
    Create task on lead in LeadSquared
  • LeadSquared
    Create activity for lead in LeadSquared
  • LeadSquared
    Post a sales activity to a lead in LeadSquared

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Ready WorkflowsReady Workflows   for ERP Next + LeadSquared Integration

Capture leads, update CRM records, notify your sales team, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your ERP Next + LeadSquared flow

Sync your workflow with external communication, marketing, and reporting tools once your core automation finishes. Pick a combination and activate it in one click.

ERP Next
LeadSquared
+
GmailGmail (4)
+
WhatsAppWhatsApp (4)
+
ShopifyShopify (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
L
E
G
When a new lead is created in LeadSquared, create a lead in ERP Next and send a confirmation email in Gmail.
New LeadSquared leads instantly appear in ERP Next as new leads while Gmail sends a confirmation email to the prospect. No manual copying, no delayed outreach.
E
L
G
When a document is submitted in ERP Next, update the lead in LeadSquared and send a status update in Gmail.
Submitted ERP Next documents trigger lead updates in LeadSquared and notify stakeholders via Gmail, keeping teams aligned on account progress.
L
E
G
When a lead is updated in LeadSquared, search lead in ERP Next and send a notification email in Gmail.
Lead updates in LeadSquared trigger a search in ERP Next and dispatch an email alert via Gmail, ensuring proper record tracking.
L
E
G
When a new lead is created in LeadSquared, create a customer in ERP Next and send a welcome email in Gmail.
New LeadSquared leads register as customers in ERP Next while Gmail delivers a personalized greeting to start the relationship.

Supported triggers and actions for ERP Next and LeadSquared

Mix and match to build the exact automation you need

ERP Next
ERP Next Triggers & Actions
Instant
Document is updated in ERP Next
Triggers the automation when a document is updated
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Instant
Document is trashed in ERP Next
Triggers the automation when a document is trashed
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Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
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Instant
Document is changed in ERP Next
Triggers the automation when a document is changed
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Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
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Add Issue in ERP Next
Adds an issue
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Update lead in ERP Next
Updates a lead
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Search lead in ERP Next
Searches for a lead
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Create lead in ERP Next
Creates a new lead
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Create customer in ERP Next
Creates a new customer
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LeadSquared
LeadSquared Triggers & Actions
Instant
Lead is submitted on landing page in LeadSquared
Triggers the automation when a lead is submitted on a landing page
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Instant
New lead is created in LeadSquared
Triggers the automation when a new lead is added to the system
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Instant
Lead is updated in LeadSquared
Triggers the automation when the lead information is updated
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Instant
New activity is created for lead in LeadSquared
Triggers the automation when a new follow-up activity is created for a lead
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Create or Update Lead in LeadSquared
Creates or updates a lead
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Search lead in LeadSquared
Retrieves information for a particular lead
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Add Lead to a Static List in LeadSquared
Adds a lead to a static list for targeted marketing purposes
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Search lead by email in LeadSquared
Retrieves information for a particular lead using their email
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Search lead by phone number in LeadSquared
Searches for a lead using a phone number
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Search user by email in LeadSquared
Retrieves user information based on their email address
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Create task on lead in LeadSquared
Creates a task for a particular lead
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Create activity for lead in LeadSquared
Schedule a follow-up activity for the lead
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Post a sales activity to a lead in LeadSquared
Posts a sales activity to a lead
Try it →

What can you automate with ERP Next + LeadSquared?

Streamline your sales pipeline and backend operations with intelligent multi-app automation.

What you can automate?
🔄
Synchronize leads and CRM records automatically
Trigger actions across ERP Next and LeadSquared the moment a new record is created or a document is submitted. Eliminate manual transcription and keep your databases perfectly aligned.
📋
Capture every submitted field and document detail
Map all available form inputs and document parameters between ERP Next and LeadSquared instead of basic names and emails. Your CRM records become comprehensive sources for review.
🔔
Notify the right team member instantly
Alert sales reps and operations staff on preferred channels the second a document is submitted or a lead is updated. Ensure timely follow-ups without constant manual checking.
🔀
Route records based on submitted criteria
Execute different follow-up actions in LeadSquared or ERP Next depending on specific tiers or field values submitted by the prospect. Direct high-value accounts to senior staff automatically.
🔄
Keep destination records up to date as things change
Automatically update matching records in LeadSquared whenever document statuses or lead details change in ERP Next. Prevent outdated information from stalling active deals.
Add or update instead of creating duplicates
Search existing records before creating new profiles to ensure clean databases across both ERP Next and LeadSquared. Maintain a single source of truth for every customer.
⏱️
Handle later status changes and completions
Trigger automated tasks, meetings, or notifications when documents are submitted, updated, or closed in ERP Next. Manage the entire lifecycle without manual supervision.
🔌
Extend your workflow to external apps
Connect your core ERP Next and LeadSquared automation to Gmail, Google Sheets, or Zoom to handle emails, logging, and meeting scheduling in one seamless sequence.
And much more...

Who is ERP Next + LeadSquared integration for?

Sales leaders, operations managers, and finance specialists save hours by eliminating manual data entry between ERP Next and LeadSquared every single day.

Data analysts and operations leads
Data analysts and operations leads
Sales development representatives
Sales development representatives
Client success managers
Client success managers
High-volume sales teams
High-volume sales teams
Sales operations specialists
Sales operations specialists
Finance auditors and controllers
Finance auditors and controllers
📈
Data analysts and operations leads
You're compiling sales figures from ERP Next but your tracking dashboards only update when someone manually exports records, so the metrics you review are always outdated — with this integration, every record lands in your destination instantly and your reporting stays current.
Sales development representatives
You need to act on incoming prospects immediately, but lead information sits trapped in ERP Next until someone copies it over to LeadSquared, causing frustrating delays in your outreach — with this integration, every new prospect appears in your CRM instantly and your response time drops.
🤝
Client success managers
You answer to key stakeholders who want real-time visibility into account progress, but manual handoffs between ERP Next and LeadSquared leave blind spots in your project history — with this integration, every status change updates automatically and your client reviews reflect accurate data.
📊
High-volume sales teams
The volume of inbound leads and document submissions is too high for anyone to keep up by hand, leading to missed follow-ups and unrecorded pipeline activity — with this integration, every transaction processes automatically and your team handles high workloads without errors.
🔄
Sales operations specialists
You own the handoff stage between initial lead capture and ERP account setup, but you constantly depend on upstream team members to pass data across systems — with this integration, pipeline records transfer smoothly and your handoff bottlenecks disappear.
📋
Finance auditors and controllers
You need a reliable history of all commercial documents and lead interactions, but manual record-keeping keeps leaving audit gaps in your ledger — with this integration, every document event creates an immediate audit trail and your compliance records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate ERP Next + LeadSquared

Build and manage your ERP Next + LeadSquared automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect ERP Next + LeadSquared with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect ERP Next to LeadSquared?
Frequently Asked Questions
You can connect ERP Next to LeadSquared instantly using 1-click ready workflows on Integrately or by asking Integrately AI to build the integration. You can also connect Gmail, WhatsApp, and Google Sheets to extend your workflow.
Can I automatically sync new leads between ERP Next and LeadSquared?
Frequently Asked Questions
Can I connect ERP Next, LeadSquared, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for ERP Next and LeadSquared?
Frequently Asked Questions
How are document updates handled between ERP Next and LeadSquared?
Frequently Asked Questions
Can I update LeadSquared leads when ERP Next records change?
Frequently Asked Questions
Do I need coding skills to automate ERP Next and LeadSquared?
Frequently Asked Questions
Is the ERP Next and LeadSquared integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
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