[dynamic_help_sidebar root="leads"]

Lead Management – Feature Guide

1. Feature Overview Leads are your potential customers. In LeadSquared, you can track your lead’s journey from creation, through marketing and sales activities, all the way to conversion. The lead entity is highly customizable. In addition to system fields (first name, email, etc.), you can create custom lead fields (enrollment Id, passport number, etc.) to […]

Google Ads Lead Form Connector

1. Feature Overview The Google Ads Lead Forms connector allows you to collect leads directly from your Google Ads. Attach a form to your campaigns and generate leads for your business in real-time on LeadSquared, by setting up webhooks and field mapping for each form. View detailed analytics and reports to measure the effectiveness of […]

LeadSquared WhatsApp Integration with Gupshup

1. Feature Overview Gupshup’s WhatsApp self-serve solutions help you engage your customers in a simple, secure, and reliable way. Gupshup facilitates customer support and other marketing efforts through WhatsApp. To know more, visit Gupshup. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through different solution providers like Infobip, Kaleyra, […]

Custom User and List Action

1. Feature Overview The LeadSquared Custom User and List Action connector allows you to create and enable Custom Actions (apart from the default actions enabled by LeadSquared) on a user or group of users. It allows you to extend LeadSquared’s featured actions to support a variety of use-cases, such as – Fetch user data from […]

Automation Actions – Activity Actions

1. Feature Overview Through this article, you’ll learn how to post/update an activity on activity through automation. You can follow up these actions with other automated workflows (creating tasks, distributing leads, sending emails, etc.) For example, you can create an automation so that whenever a new activity is posted on a lead (for e.g., service […]