1. Feature Overview Through the LeadSquared mobile app, you can extract text information from important documents (e.g., Passport, Aadhaar Card, PAN card, etc.), and store this information against relevant lead fields. This will reduce human errors that occur when entering important information (such as Aadhaar numbers, PAN numbers, etc.). 2. Prerequisite In order to […]
1. Feature Overview Geofencing ensures your field sales users can post custom activities only when they’re physically present in the lead’s vicinity. Geofencing can be enabled for critical custom activities like posting Activity Audio Recordings, Collecting Documents, KYC Verification, etc. Additionally, you can also Geofence Appointment and To-do task types, and define the radius within which your users […]
1. Feature Overview When you create meetings with leads from your Acuity Scheduling account, this connector periodically captures and creates these leads, activities, and tasks (meetings) in your LeadSquared. Once the leads, activities, and tasks are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the […]
1. Feature Overview When you create meetings with leads from your Calendly account, this connector periodically captures and creates these leads, activities, and tasks (meetings) in your LeadSquared. Once the leads, activities, and tasks are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator […]
1. Feature Overview When your leads submit a Google Form, this connector captures their details in LeadSquared in real-time. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Google Forms account. This […]
1. Feature Overview When your lead submits a form through Typeform, this connector captures them as leads in LeadSquared in real-time. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Typeform account, […]
1. Feature Overview When your lead submits a form through Gravity Forms, this connector captures them as leads in LeadSquared in real time. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. This is a paid […]
1. Feature Overview Zoko’s WhatsApp self-serve solution helps you engage your customers in a simple, secure and reliable way. Zoko facilitates customer support and other marketing efforts through WhatsApp. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like Infobip, Kaleyra, and Gupshup. This article […]
1. Feature Overview The Opportunity Share feature lets you share an opportunity with a sales user for a configurable period. It also lets you control whether the user can perform read or edit actions on the opportunity. Note: You can only share opportunities with sales users. To know how to share leads, refer to How […]
1. Feature Overview The Sales Activity Management feature lets you capture key details about each sale (e.g., product sold, sales owner, date, order value, etc.). This article shows you how to disable user access to this feature. This prevents users from adding new sales activities while allowing them to view and edit existing ones. It […]
1. Feature Overview On emails sent to your leads and opportunities using the Send Email action, the If Email Open/Click condition lets you set up Yes/No criteria based on the lead/opportunity’s engagement with the email. 2. Example Use Cases If the lead opens the email, then distribute the lead to your users. If the […]