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LeadSquared Converse

1. Feature Overview LeadSquared Converse is an omni channel engagement platform that enables you to have real-time conversations with leads. Converse currently supports the following channels – SMS (currently available only in the United States) WhatsApp Carter (LeadSquared’s in-app reminder and notifications system) Using Converse, you’ll be able to – Send and receive images, videos, […]

Integrating Azure AD with LeadSquared

1. Feature Overview LeadSquared offers sign-in integration with Azure Active Directory services, using OpenId Connect. After the integration, you won’t need to manage a separate set of credentials for LeadSquared, and can log in directly with your AD credentials. This integration will also enable you to seamlessly sign in to the LeadSquared mobile app as […]

Integrate QuikrHomes with LeadSquared

We no longer support the existing QuikrHomes connector. This won’t affect your integration if it’s already installed. But if you’re looking to build a new integration to capture leads from QuikrHomes, please refer to Integrate Your Custom Data Source with LeadSquared.

Google Retargeting Connector

1. Feature Overview When a lead interacts and shows interest in your product or service, on your website or landing pages, LeadSquared captures these leads, along with their details (such as name, phone number, email Id, etc.). Google retargeting (or remarketing) enables you to mount a sustained marketing campaign that shows only relevant ads to […]

Wait Until Workday Condition

Important: The Wait Until Workday Condition’s workday hours are defined as your Workday end minus 15-minutes. For e.g., if your workday is set up as 8AM to 6PM, the Wait Until Workday Condition will stop executing at 5:45PM. 1. Feature Overview The Wait Until Workday condition allows you to distribute work to users only on […]

Opportunity Automation Actions

1. Feature Overview Here you’ll learn to create opportunity actions through automation. Define criteria and then set up opportunity actions to automatically execute when that criteria is met – Post activities to the opportunity Update an opportunities Update the activity fields added to an opportunity. Share an opportunity Stop sharing an opportunity   2. Add […]