Author: Sandeep

How to use the various LeadSquared Zaps to automate tasks and save time?

The LeadSquared Zapier integration allows you to integrate your LeadSquared account with numerous third party web services. This is achieved using the Zapier web automation service. Zapier allows you to create Zaps which performs the automation for you. For more information on Zapier and Zaps, refer here. Note: It is important that you understand and familiarize with

LeadSquared to Salesforce to Integration – Overview

The LeadSquared to Salesforce integration allows you map and sync the various lead and activity data between your LeadSquared and Salesforce accounts. It allows you to enable a sync between the various Lead, Contact, Tasks and Events fields of LeadSquared and Salesforce. By enabling this sync, changes occurring in one system is automatically captured to the other.

How to update your Lead location using the LeadSquared Mobile App and use the My Location History Report?

The Update Lead Location feature of your LeadSquared mobile app allows you to update the location details of a Lead while visiting the Lead. The LeadSquared mobile app detects your current location and updates the Address field in the corresponding Lead Details page. Prerequisite LeadSquared Android Mobile App version 5.2 higher. You should be logged

How to Map data from OpinMonster with LeadSquared using Lead Marketplace App?

This Help Article explains how to integrate data from OptinMonster to the corresponding Lead Fields of LeadSquared using the Lead Marketplace App. For more information on the installation and working of Lead Marketplace App, refer to Lead Marketplace App. Prerequisite You must be an administrator user of your LeadSquared system. The Lead Marketplace App must be

How to set up Custom Tabs for your LeadSquared Mobile Application?

This help article allows you to understand how to set up custom tabs using the Custom Tab Connector for your LeadSquared Mobile Application. This allows you to get any required additional information as custom tabs to the Lead Details page of your LeadSquared mobile application. Before you understand how to set up custom tabs for

LeadSquared Google AdWords Data Sync App

This app captures all source and click information from your Google Adwords accounts for your Lead capture in LeadSquared. Using this app, all ad submission data such as keywords, campaign details, ad network details and so on is available at your Lead details window as an activity. Prerequisite You should have a Google AdWords account You

Salesforce to LeadSquared Integration – Mapping and Configuration

This help article allows you to understand and complete the mapping and configuration of your Salesforce CRM with your LeadSquared system. For more information on the overview and installation of the Salesforce to LeadSquared integration, refer to Salesforce to LeadSquared Integration – Installation and Authentication. Prerequisite You should have a Salesforce and LeadSquared account. You should be

Salesforce to LeadSquared Integration – Installation and Authentication

This Help Article allows you to understand and complete the integration of your Salesforce CRM with your LeadSquared system. This integration allows you to enable a bi-directional (to and fro) sync between Salesforce and LeadSquared which enables you to map and sync the various Lead fields, Contact fields, Tasks and Activities between the two systems.

How to make a Custom Field Unique in your LeadSquared Application?

This help article allows you to understand how to make a custom field unique in your LeadSquared CRM. This allows you to uniquely identify a Lead in LeadSquared.  Making a custom field unique prevents a LeadSquared user from creating a Lead record with duplicate custom field value. Example: Consider that you run an Educational Institution and every

Restrict User Access to LeadSquared Using IP Whitelisting

The Restriction using IP Whitelisting setting of LeadSquared allows you restrict user access to LeadSquared using IP address. You are able to create a list of IP addresses using this setting. Only users whose IP addresses are included in this list is able to log into your LeadSquared application. Features Restrict access to your LeadSquared account using