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Use Mobile App to Capture Text from Images

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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 access this feature, you must be running the following versions of the mobile app –

 

3. Extract and Store Information

  1. Open a lead form (core or custom) on your mobile device, and from the top-right corner, tap LeadSquared Scan Documents.
  2. Then, you can either –
    • Take a picture – Take a new photo using your mobile camera.
    • Browse Files – Use an existing image from your device storage.
  3. Once the image is selected, resize the image to cover only the text data you want to capture.
  4. The text recognized by your device is listed sequentially at the bottom of your screen.
    • If the required text data is not captured, tap on the Scan Icon LeadSquared iOS icon to re-initiate text capture.
  5. Once you’re satisfied with the text that’s captured, tap and hold the text to Copy.
  6. Then, paste the text you’ve copied in the relevant form fields.
Note: By default, the mobile app enables you to capture text from images. To disable this feature across the mobile app, disable the Text Recognition Mobile App Additional Setting. Once disabled, you’ll not be able to view the LeadSquared Scan Documents icon.

LeadSquared Android App Updates

 

4. Use Auto Text Recognition to Scan Business Cards

You can now use auto text recognition to scan business cards and automatically map them against the relevant lead fields. Keep in mind that this feature is only available to scan business cards that include mobile number and email ID, and the details must be recognised by the mobile app.

  1. Open a lead form (core or custom) on your mobile device, and from the top-right corner, tap LeadSquared Scan Documents.
  2. Then, you can either –
    • Take a picture – Take a new photo using your mobile camera.
    • Browse Files – Use an existing image from your device storage.
  3. Once the image is selected, resize the image to cover only the text data you want to capture.
  4. The text recognized by your device is automatically stored  against relevant lead fields.
    • If the required text data is not captured, tap Scan Icon LeadSquared iOS again to re-initiate text capture.
  5. You can now review the details recorded. On this page, if the data captured is incorrect, under the relevant lead field, tap the Scanned Text dropdown. Now, select the correct information.
  6. Click Submit. You will now be redirected to the Add Lead form. On this page, to view all the details captured from the card, tap Scan Icon LeadSquared iOS. A text copy of the details captured will be displayed.

LeadSquared - Text Recognition in Mobile App

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!

LeadSquared’s Geofencing

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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 can post the task.

Note: For the Geofencing feature to work, the Address lead field must contain valid data.
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LeadSquared Android App Updates

 

2. Prerequisites

  • You must be the Administrator User to configure this feature.
  • Ensure location tracking is enabled on your user’s mobile device. To know more, refer to Location Tracking on LeadSquared Mobile.
  • In order to access this feature, you must run the following versions of the mobile app –

 

3. Enable Geofencing for Activities

Note: Activity geofencing is applicable for lead and opportunity activities.

From the LeadSquared web app –

  1. Navigate to My Profile>Settings>Mobile App>Additional Settings.
  2. Alongside Geofencing, pass the following JSON to geofence posting a custom activity –
[
{
"EntityType":"Activity",
"RestrictedEvents":[
{
"EventCode":"Activity code1",
"RestrictedActions":[
{
"Action":"Create",
"Geofence":"radius in metres"
}
]
},
{
"EventCode":"Activity code2",
"RestrictedActions":[
{
"Action":"Create",
"Geofence":200
}
]
}
]
}
]
Parameter
 Description
Entity Type The LeadSquared entity type (“Activity” in this case) for which you want to enable Geofencing.
Restricted Events The custom activity types for which you want to enable Geofencing.
Event Code The activity event code of the activity types for which you want to enable Geofencing.

To obtain the code, navigate to My Profile>Settings>Leads>Custom Activities & Scores, and alongside the corresponding activity type, you’ll find the Code.
RestrictedActions The action you want to restrict your users from performing.
Action The action type (“Create” in this case) you want to restrict your users from performing.
Geofence Pass the Geofencing radius in meters. Your users will be able to post the activity only if they’re within this radius from the lead’s location.

3. Once you’re done, click Save. Your users can now post these custom activity types only when they’re in the lead’s vicinity.

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LeadSquared Geofencing

 

You can manage activities of leads with multiple locations. Configure geofencing to work with any location associated with a lead, through the Geolocation CFS (Custom Field Set) fields.

  1. Navigate to My Profile>Settings>Mobile App>Additional Settings.
  2. Alongside Geofencing, pass the following JSON –
[
{
“EntityType”: “Activity”,
“EntityLocationSchemas”: [
“mx_Street1”,
“mx_Alternate_Location”
],
“RestrictedEvents”: [
{
“EventCode”: ” 200 “,
“RestrictedActions”: [
{
“Action”: “Create”,
“Geofence”: “200”
}
]
}
]
}
]
Note: “EntityLocationSchemas” parameter should be added in the existing JSON with the schema names of the Address CFS Fields to enable geofencing on the required fields. If this parameter is not passed in the JSON, then the activity geofencing will be validated against lead’s Address 1 fields (same as before).

Additionally, you can also manage activities of opportunities with multiple locations. Configure geofencing to work with any location associated with an opportunity.

  1. Navigate to My Profile>Settings>Mobile App>Additional Settings.
  2. Alongside Geofencing, pass the following JSON –

[
{
“EntityType”: “Activity”,
“EntityLocationSchemas”: [
“mx_Geolocation_CFS”,
“mx_Billing_Address”
],
“OpportunityLocationSchemas”: [
“mx_Custom_4”
],
“ShouldOnlyUseOppoLocation”: true,
“RestrictedEvents”: [
{
“EventCode”: “219”,
“RestrictedActions”: [
{
“Action”: “Create”,
“Geofence”: 500
}
]
},
{
“EventCode”: “204”,
“RestrictedActions”: [
{
“Action”: “Create”,
“Geofence”: 500
}
]
}
]
}
]

4. Enable Geofencing for Tasks

You can enable Geofencing for Appointment task types (My Profile>Settings>Leads>Appointments) when creating the task. To know how to do this, refer to Managing Task Types.

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LeadSquared Geofencing

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Integrate Acuity Scheduling with LeadSquared

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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 Administrator of your LeadSquared account.
  • You must have a paid Acuity account subscription.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.
Note: If you’ve previously subscribed to the Acuity connector and want to change the Acuity account integrated with LeadSquared, you’ll first need to unsubscribe from the old account. During Configuration, on the Basic Settings screen, enter the new account’s details. Then, in the last step, Subscribe to the new account.

 

3. How it Works

To pull leads, activities, and tasks from Acuity to LeadSquared, configure the Acuity connector instance, and add your Acuity account credentials. Once this is done, enable sync for the connector instance in LeadSquared. This will begin the lead, activity, and task capture process.

 

4. Installation

You must first install and configure the Acuity Scheduling connector.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Acuity Scheduling, and click Install.
    • Alternatively, you can find the connector on the left panel, under Scheduling.
  3. Once installed, hover your cursor over , and click Configure.

Acuity Scheduling install

4.1 Configure the connector

Once you’ve installed the connector, on the Configure Acuity Scheduling pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.
Acuity scheduling config

 

5. Admin Configuration

To continue the connector configuration, navigate to Apps>Acuity Scheduling.

Acuity scheduling admin config

5.1 Basic Settings

Enter the following details –

Property Description
User ID Once you create an event type on Acuity, a User ID and API Key are generated. Paste the User ID here.
API Key Pass your Acuity account’s API Key here.
Lead Source Enter the lead source through which the leads were captured (e.g., Acuity, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your Acuity account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify the leads pulled from Acuity.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification Enable the Checkbox checkbox to ensure notification emails are sent to the selected user when there’s a failed query.

Once you’re done entering all the details, click Save & Next.

acuity scheduling basic settings save

5.2 Entity Options

Define the sync behavior of the connector when leads, activities, and tasks are captured.

5.2.1 Lead/Contact Entity

Based on the Lead Capture Search By criteria selected (email Id, phone number, etc.), LeadSquared identifies and captures leads from your Acuity account. Lead capture is enabled by default, and it cannot be disabled.

Select one of the following options to configure the connector’s Sync Behaviour –

  • Capture (Create and Update existing) Record – Leads that only exist in your Acuity account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your Acuity and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your Acuity account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your Acuity and LeadSquared accounts will get updated in LeadSquared.

acuity scheduling lead or contact sync

5.2.2 Edit Mapping

Once you configure the Sync Behaviour, you’ll have to ensure the field mapping is accurate. To do this, click Edit Mapping. On the Default/Edit Mapping screen, the Acuity system fields mapped by default to the corresponding LeadSquared lead/activity fields are visible. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead/activity field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • To mark a unique lead/activity field as the search key, click Mark Unique.
  • To create a custom Acuity lead/activity field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead/activity field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Acuity shceduling lead mapping

5.2.3 Task Entity

Once the meeting is created in your Acuity account, enable this setting to automatically create it as a task in your LeadSquared account. Once the task is created, it’ll be assigned to the lead owner. To configure the task type and edit other settings, click .

  • TaskType – You can rename the API Parameter, edit the description, and select the task type you want to map it to from the dropdown. All the tasks (system and custom) present in your account will show up in the dropdown.
    • Create a new task type dynamically if you don’t have an existing task type in LeadSquared corresponding to the data received in the webhook payload –
      • Alongside the TaskType parameter, click .
      • From the Default Mapping Key dropdown, select Custom.
      • Click , and enter the key in JSON payload that contains the task type data.
        • Add double braces on both sides of the key, e.g., {{Event.Task.Type}}
        • Permitted/allowed characters include alphanumeric, period ., and braces {}
      • A new task type will now be created dynamically based on the data received in the payload.

Integrate Calendly with LeadSquared

  • RelatedEntity – To create the task on the lead that’s captured, enter 1. Else, enter 0.
  • Reminder – To set a reminder for your users, enter the value in minutes. An email will be sent to the task owner before the due time based on this setting.
  • NotifyBy – If you want the task owner to receive the email reminder by email, enter 1100. Else, if you don’t want your users to receive an email reminder, enter 1000.

Acuity scheduling task mapping

5.2.4 Activity Entity

Once leads are captured in LeadSquared, you can post custom activities to these leads. These activities will help users keep track of the lead’s journey to conversion.

To post activities to the leads captured from Acuity, against Activity Entity, enable the Slider slider. The following options are available to configure the connector’s Sync Behaviour when activities are synced to LeadSquared –

  • Capture (Create and Update existing) Record – New activities will get posted to the lead in LeadSquared, while existing activities will get updated.
  • Create only new record – Only new activities will get posted to leads in LeadSquared.
  • Update only existing record – Only existing activities on the leads captured will get updated in LeadSquared.

Once you’re done, click Save & Next.

Note:

  • To configure activity mapping, refer to Edit Mapping.
  • To define which LeadSquared activity type you want to map and capture data to, contact your account manager or support@leadsquared.com.
  • An activity is classified as a new activity or as an existing activity based on the Lead Capture Search By Criteria you’ve selected in the previous section.

Acuity Scheduling activity mapping

5.3 Subscribe

Once you’re satisfied with the mapping details, enable the sync job. To do this –

  1. Click More Actions, and alongside Sync Status is Disabled, enable the Slider slider.
  2. Then, click Subscribe. This ensures that lead data is pushed from your Acuity account to LeadSquared.
Note: If you’ve previously subscribed to the Acuity connector and want to change the Acuity account integrated with LeadSquared, you’ll first need to unsubscribe from the old account. During Configuration, on the Basic Settings screen, enter the new account’s details. Then, in this step, Subscribe to the new account.

Acuity subscribe

 

6. View Logs

Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads and Activities), Updated Events (Updated Leads and Activities), and Errors (when capturing leads and activities).

  1. Navigate to Apps>Acuity Scheduling.
  2. From the More Actions dropdown, click View Logs.
  3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads and activities that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Duplicate activities (such as Ticket Creation, etc.) posted on the same lead, using the same Search by Criteria value (e.g., with the same Email Id using the same Ticket Creation Id, etc.).
      • Leads and activities that previously contained errors, which were fixed and synced successfully.
    • Failed – The list of leads and activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
    • Under the right panel, you can view the response status, the API URL, the request, and the response.
    • The responses that are successful will contain the details of the leads that have been pulled from Acuity.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click Information.

Note:

  • For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.
  • The current Lead/Activity Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

Acuity view logs

 

7. Other Actions

You can edit or delete the Acuity connector instance that you created. To do this –

  1. Navigate to Apps>App Marketplace.
  2. Search for Acuity Scheduling.
  3. Alongside the Acuity Scheduling connector, hover your cursor over .
  4. From the list of options, you can perform the following actions –
    • Edit Configuration
    • Disable Configuration
    • Remove Configuration

Acuity scheduling other actions

 

8. View Reports

You can view the total number of leads that have been pulled from Acuity, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

Integrate Acuity with LeadSquared

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Integrate Calendly with LeadSquared

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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 of your LeadSquared account.
  • You must have a paid Calendly account subscription.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.
Note: If you’ve previously subscribed to the Calendly connector and want to change the Calendly account integrated with LeadSquared, you’ll first need to unsubscribe from the old account. During Configuration, on the Basic Settings screen, enter the new account’s details. Then, in the last step, Subscribe to the new account.

 

3. How it Works

To pull leads, activities, and tasks from Calendly to LeadSquared, configure the Calendly connector instance, and add your Calendly account credentials. Once this is done, enable sync for the connector instance in LeadSquared. This will begin the lead, activity, and task capture process.

 

4. Installation

You must first install and configure the Calendly connector.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Calendly, and click Install.
    • Alternatively, you can find the connector on the left panel, under Scheduling.
  3. Once installed, hover your cursor over , and click Configure.

Calendly install

4.1 Configure the connector

Once you’ve installed the connector, on the Configure Calendly pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.

 

5. Admin Configuration

To continue the connector configuration, navigate to Apps>Calendly.


5.1 Basic Settings

Enter the following details –

Property Description
Personal Access Token Once you create an event type on Calendly, an access token is generated. Paste that Personal Access Token here.
Lead Source Enter the lead source through which the leads were captured (e.g., Calendly, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your Calendly account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify the leads pulled from Calendly.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification Enable the Checkbox checkbox to ensure notification emails are sent to the selected user when there’s a failed query.

Once you’re done entering all the details, click Save & Next.

Calendly basic settings save

5.2 Entity Options

Define the sync behavior of the connector when leads, activities, and tasks are captured.

5.2.1 Lead/Contact Entity

Based on the Lead Capture Search By criteria selected (email Id, phone number, etc.), LeadSquared identifies and captures leads from your Calendly account. Lead capture is enabled by default, and it cannot be disabled.

Select one of the following options to configure the connector’s Sync Behaviour –

  • Capture (Create and Update existing) Record – Leads that only exist in your Calendly account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your Calendly and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your Calendly account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your Calendly and LeadSquared accounts will get updated in LeadSquared.

Calendly lead or contact sync

5.2.2 Edit Mapping

Once you configure the Sync Behaviour, you’ll have to ensure the field mapping is accurate. To do this, click Edit Mapping. On the Default/Edit Mapping screen, the Calendly system fields mapped by default to the corresponding LeadSquared lead/activity fields are visible. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead/activity field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • To mark a unique lead/activity field as the search key, click Mark Unique.
  • To create a custom Calendly lead/activity field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead/activity field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Calendly lead mapping

5.2.3 Task Entity

Once the meeting is created in your Calendly account, enable this setting to automatically create it as a task in your LeadSquared account. Once the task is created, it’ll be assigned to the lead owner. To configure the task type and edit other settings, click .

  • TaskType – You can rename the API Parameter, edit the description, and select the task type you want to map it to from the dropdown. All the task types present in your account will show up in the dropdown.
    • Create a new task type dynamically if you don’t have an existing task type in LeadSquared corresponding to the data received in the webhook payload –
      • Alongside the TaskType parameter, click .
      • From the Default Mapping Key dropdown, select Custom.
      • Click , and enter the key in JSON payload that contains the task type data.
        • Add double braces on both sides of the key, e.g., {{Event.Task.Type}}
        • Permitted/allowed characters include alphanumeric, period ., and braces {}
      • A new task type will now be created dynamically based on the data received in the payload.

Integrate Calendly with LeadSquared

  • RelatedEntity – To create the task on the lead that’s captured, enter 1. Else, enter 0.
  • Reminder – To set a reminder for your users, enter the value in minutes. An email will be sent to the task owner before the due time based on this setting.
  • NotifyBy – If you want the task owner to receive the email reminder by email, enter 1100. Else, if you don’t want your users to receive an email reminder, enter 1000.

Calendly task mapping

5.2.4 Activity Entity

Once leads are captured in LeadSquared, you can post custom activities to these leads. These activities will help users keep track of the lead’s journey to conversion.

To post activities to the leads captured from Calendly, against Activity Entity, enable the Slider slider. The following options are available to configure the connector’s Sync Behaviour when activities are synced to LeadSquared –

  • Capture (Create and Update existing) Record – New activities will get posted to the lead in LeadSquared, while existing activities will get updated.
  • Create only new record – Only new activities will get posted to leads in LeadSquared.
  • Update only existing record – Only existing activities on the leads captured will get updated in LeadSquared.

Once you’re done, click Save & Next.

Note:

  • To configure activity mapping, refer to Edit Mapping.
  • To define which LeadSquared activity type you want to map and capture data to, contact your account manager or support@leadsquared.com.
  • An activity is classified as a new activity or an existing activity based on the Lead Capture Search By Criteria you’ve selected in the previous section.

Calendly activity mapping

5.3 Subscribe

Once you’re satisfied with the mapping details, enable the sync job. To do this –

  1. Click More Actions, and alongside Sync Status is Disabled, enable the Slider slider.
  2. Then, click Subscribe. This ensures that lead data is pushed from your Calendly account to LeadSquared.
Note: If you’ve previously subscribed to the Calendly connector and want to change the Calendly account integrated with LeadSquared, you’ll first need to unsubscribe from the old account. During Configuration, on the Basic Settings screen, enter the new account’s details. Then, in this step, Subscribe to the new account.

Calendly subscribe

 

6. View Logs

Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads and Activities), Updated Events (Updated Leads and Activities), and Errors (when capturing leads and activities).

  1. Navigate to Apps>Calendly.
  2. From the More Actions dropdown, click View Logs.
  3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads and activities that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Duplicate activities (such as Ticket Creation, etc.) posted on the same lead, using the same Search by Criteria value (e.g., with the same Email Id using the same Ticket Creation Id, etc.).
      • Leads and activities that previously contained errors, which were fixed and synced successfully.
    • Failed – The list of leads and activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
    • Under the right panel, you can view the response status, the API URL, the request, and the response.
    • The responses that are successful will contain the details of the leads that have been pulled from Calendly.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click Information.

Note:

  • For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.
  • The current Lead/Activity Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

Calendly view logs

 

7. Other Actions

You can edit or delete the Calendly connector instance that you created. To do this –

  1. Navigate to Apps>App Marketplace.
  2. Search for Calendly.
  3. Alongside the Calendly connector, hover your cursor over .
  4. From the list of options, you can perform the following actions –
    • Edit Configuration
    • Disable Configuration
    • Remove Configuration

Calendly other actions

 

8. View Reports

You can view the total number of leads that have been pulled from Calendly, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

Integrate Calendly with LeadSquared

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Integrate Google Forms with LeadSquared

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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 is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

To push lead data from Google Forms to your LeadSquared account, configure the Google Forms connector instance. Once configured, enable the connector sync.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and configure it in your Google Forms account. Once configured, the lead capture process is initiated.

 

4. Installation

You must first install and configure the Google Forms connector.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Google Forms, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

connector google form install

4.1 Configure the connector

Once you’ve installed the connector, on the Configure Google Forms pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.
connector google forms configure

 

5. Admin Configuration

To continue the connector configuration, navigate to Apps>Google Forms.

connectors google form Admin configuration

5.1 Basic Settings

Enter the following details –

Property Description
Lead Source Enter the lead source through which the leads were captured (e.g., Google Forms, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone followed in your Google Forms account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This is used to identify the leads pushed from Google Forms.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification To ensure notification emails are sent to the selected user when there’s a failed query, enable the Checkbox checkbox.

Once you’ve entered all the details, click Save & Next.

Connectors admin configuration basic settings

5.2 Entity Options

Define the sync behavior of the connector when leads are captured.

5.2.1 Lead/Contact Entity

Based on the Lead Capture Search By criteria (email Id, phone number, etc.), LeadSquared identifies and captures leads from your Google Forms account. Lead capture is enabled by default, and it cannot be disabled. The following options are available to configure the connector’s Sync Behaviour –

  • Capture (Create and Update existing) Record – Leads that only exist in your Google Forms account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your data provider and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your Google Forms account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your Google Forms account and LeadSquared accounts will get updated in LeadSquared.
  • Do Nothing – When a lead is created or updated in your Google Forms account, no action will be performed in your LeadSquared account.

lead or contact entity sync

5.2.2 Activity Entity

Once leads are captured to LeadSquared, you can post custom activities to these leads (e.g., Ticket Creation, Chat Transcript, etc.). These activities will help users keep track of the lead’s journey to conversion. To post activities to the leads captured, alongside Activity Entity, enable the Slider slider. The following options are available to configure the connector’s Sync Behaviour when activities are synced to LeadSquared –

  • Capture (Create and Update existing) Record – New activities will get posted to the lead in LeadSquared, while existing activities will get updated.
  • Create only new record – Only new activities will get posted to leads in LeadSquared.
  • Update only existing record – Only existing activities on the leads captured will get updated in LeadSquared.

 

Note: Activity Type Definitions is disabled by default.

google forms activity entity sync

5.2.3 Mapping

On the Mapping screen, the Google Forms system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom Google Forms field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Once you’re done, click Save & Next.

Note: Based on the lead fields configured in your Google Forms, add or update the lead fields in LeadSquared.

google forms connector mapping

5.3 Generate Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and configure it on your Google Forms account. To know how to do this, refer to the next section.

After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures that through the webhook, lead data from Google Forms is pushed to LeadSquared.

Note: To view logs of all the sync jobs that have taken place, from the More Actions dropdown, click View Logs.

google forms webhook url

 

6. Add Webhook to Google Forms

Once the LeadSquared webhook is generated, add and configure this webhook on your Google Form.

Note: The steps documented in this section will have to be carried out on every new lead capture Google Form you create.

6.1 Add Script

  1. Copy the LeadSquared webhook URL, and navigate to the Google Form through which you’re capturing leads.
  2. On the top-right corner, click Integrate LeadSquared with Google Forms, and from the list of options, click Script editor.
  3. On the Apps Script screen, paste the following code – 
    var webhook = "enter your URL here";
function onSubmit(event) {
    const form = FormApp.getActiveForm();
    const allResponses = form.getResponses();
    const latestResponse = allResponses[allResponses.length - 1];
    var res = latestResponse.getItemResponses();
    var data = {};
    for (var i = 0; i < res.length; i++) {
        const qTitle = res[i].getItem().getTitle();
        var qAnswer = res[i].getResponse();
        data[qTitle] = qAnswer;
    }
UrlFetchApp.fetch(webhook, {
        "method": "post",
        "contentType": "application/json",
        "payload": JSON.stringify(data)
    });
};
  4. In the “enter your URL here” field, paste the LeadSquared webhook URL.
  5. Once you’re done, to save the code, click Integrate LeadSquared with Google Forms.

Integrate LeadSquared with Google Forms

6.2 Add Trigger

Once the code is saved –

  1. On the Apps Script screen, hover your cursor over Integrate LeadSquared with Google Forms, and click Triggers.
  2. On the Triggers screen, click Add Trigger.
  3. On the Add Triggers pop-up, select the following options from the corresponding dropdowns –
    • Choose which function to run – onSubmit
    • Choose which deployment should run – Head
    • Select event source – From form
    • Select event type – On form submit
  4. From the Failure notification settings dropdown, set the frequency in which you’d like to receive failure notifications from Google.
  5. Once you’re done, click Save. The leads who submit the form are now captured in your LeadSquared account.

Integrate LeadSquared with Google Forms

 

7. View Logs

Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads), Updated Events (Updated Leads), and Errors (when capturing leads).

  1. Navigate to Apps>Google Forms.
  2. From the More Actions dropdown, click View Logs.
  3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Failed – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
    • Under the right panel, you can view the response status, the API URL, the request, and the response.
    • The responses that are successful will contain the details of the leads that have been pushed from Google Forms.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click Information.

Note:

  • For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.
  • The current Lead Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

google forms view logs

 

8. Other Actions

You can edit or delete the Google Forms connector instance that you created. To do this –

  1. Navigate to Apps>App Marketplace.
  2. Search for Google Forms.
  3. Alongside the Google Forms connector, hover your cursor over .
  4. From the list of options, you can perform the following actions –
    • Edit Configuration
    • Disable Configuration
    • Remove Configuration

google forms other actions

 

9. View Reports

You can view the total number of leads that have been pushed by Google Forms, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

Integrate LeadSquared with Google Forms

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Integrate Typeform with LeadSquared

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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, through which you’re using paid forms. To know more, speak to your Typeform account representative.
  • This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

To push lead data from Typeform to your LeadSquared account, configure the Typeform connector instance. Once configured, enable the connector sync.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and set it up in your Typeform account. Once it’s set up, the lead capture process is initiated.

 

4. Installation

You must first install and configure the Typeform connector.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Typeform, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

Typeform install

4.1 Configure the connector

Once you’ve installed the connector, on the Configure Typeform pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.
typeform configure

 

5. Admin Configuration

To continue the connector configuration, navigate to Apps>Typeform.

open typeform

5.1 Basic Setting

Enter the following details –

Property Description
Lead Source Enter the lead source through which the leads were captured (e.g., Typeform, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your Typeform account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify the leads pushed from Typeform.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification To ensure notification emails are sent to the selected user when there’s a failed query, enable the Checkbox checkbox.

Once you’ve entered all the details, click Save & Next.

typeform basic settings save

5.2 Entity Options

Define the sync behaviour of the connector when leads are captured.

5.2.1 Lead/Contact Entity

Based on the Lead Capture Search By criteria selected (email Id, phone number, etc.), LeadSquared identifies and captures leads from your Typeform account. Lead capture is enabled by default, and it cannot be disabled.  The following options are available to configure the connector’s Sync Behaviour –

  • Capture (Create and Update existing) Record – Leads that only exist in your Typeform account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your Typeform and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your Typeform account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your Typeform and LeadSquared accounts will get updated in LeadSquared.

Once you’re done, click Save & Next.

typeform lead or contact entity

5.2.2 Activity Entity

Once leads are captured to LeadSquared, you can post custom activities to these leads (e.g., Ticket Creation, Chat Transcript, etc.). These activities will help users keep track of the lead’s journey to conversion. To post activities to the leads captured, alongside Activity Entity, enable the Slider slider. The following options are available to configure the connector’s Sync Behaviour when activities are synced to LeadSquared –

  • Capture (Create and Update existing) Record – New activities will get posted to the lead in LeadSquared, while existing activities will get updated.
  • Create only new record – Only new activities will get posted to leads in LeadSquared.
  • Update only existing record – Only existing activities on the leads captured will get updated in LeadSquared.

Note: Activity Type Definitions is disabled by default.

typeform activity entity

5.2.3 Mapping

On the Mapping screen, the Typeform system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom Typeform field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Once you’re done mapping, click Save & Next.

Note: Based on the lead fields configured in your Typeform, add or update the lead fields in LeadSquared.

typeform mapping

5.3 Generate the Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and set it up on your Typeform account. To know more, refer to Typeform Webhooks.

After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures lead data from Typeform will be pushed to LeadSquared using the webhook.

Note: To view logs of all the sync jobs that have taken place, from the More Actions dropdown, click View Logs.

Webhook url typeform

To configure the webhook URL, and to enable other settings required to push leads from your Typeform account to LeadSquared, refer to the Setup Instructions –

Set-up instructions typeform

 

6. View Logs

Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads), Updated Events (Updated Leads), and Errors (when capturing leads).

  1. Navigate to Apps>Type Forms.
  2. From the More Actions dropdown, click View Logs.
  3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Failed – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
    • Under the right panel, you can view the response status, the API URL, the request, and the response.
    • The responses that are successful will contain the details of the leads that have been pushed from Typeform.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click Information.

Note:

  • For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.
  • The current Lead Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

typeforms view logs

 

7. Other Actions

You can edit or delete the Typeform connector instance that you created. To do this –

  1. Navigate to Apps>App Marketplace.
  2. Search for Typeform.
  3. Alongside the Typeform connector, hover your cursor over .
  4. From the list of options, you can perform the following actions –
    • Edit Configuration
    • Disable Configuration
    • Remove Configurations

typeform other actions

 

8. View Reports

You can view the total number of leads that have been pushed by Typeform, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

Integrate LeadSquared with Typeforms

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Integrate Gravity Forms with LeadSquared

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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 feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.
  • You must have an active Gravity Forms account, through which you’re using paid forms. To know more, speak to your Gravity Forms account representative.
  • You must download and install the Gravity Forms add-on. To know more, refer to Installing a Gravity Forms Add-On.

 

3. How it Works

To push lead data from Gravity Forms to your LeadSquared account, configure the Gravity Forms connector instance. Once configured, enable the connector sync.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and set it up in your Gravity Forms account. Once it’s set up, the lead capture process is initiated.

 

4. Installation

You must first install and configure the Gravity Forms connector.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Gravity Forms, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

gravity forms install

4.1 Configure the connector

Once you’ve installed the connector, on the Configure Gravity Forms pop-up, configure the connector access for the non-Admin users in your account. Only those users for whom access is granted can view and access the connector (under the Apps main menu).

  1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Based on the value entered in the selected boolean field, the user can access the connector (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
  2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.
Note: By default, all Admin users will have access to the connector.
gravity forms config

 

5. Admin Configuration

To continue the connector configuration, navigate to Apps>Gravity Forms.

gravity forms admin config

5.1 Basic Settings

Enter the following details –

Property Description
Lead Source Enter the lead source through which the leads were captured (e.g., Gravity Forms, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code If the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone The time zone of your Gravity Forms account.
Lead Capture Search By Criteria To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify the leads pushed from Gravity Forms.

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification To ensure notification emails are sent to the selected user when there’s a failed query, enable the Checkbox checkbox. Once you’ve entered all the details, click Save & Next.

Once you’ve entered all the details, click Save & Next.

gravity forms basic settings save

5.2 Entity Options

Define the sync behavior of the connector when leads are captured.

5.2.1 Lead/Contact Entity

Based on the Lead Capture Search By criteria (email Id, phone number, etc.), LeadSquared identifies and captures leads from your Gravity Forms account. Lead capture is enabled by default, and it cannot be disabled. The following options are available to configure the connector’s Sync Behaviour –

  • Capture (Create and Update existing) Record – Leads that only exist in your Gravity Forms account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your data provider and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your Gravity Forms account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your Gravity Forms account and LeadSquared accounts will get updated in LeadSquared.

gravity forms lead or contact entity

5.2.2 Mapping

On the Mapping screen, the Gravity Forms system fields mapped to the corresponding LeadSquared lead/activity fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead/activity field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom Gravity Forms field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .
Note: To map the payment data to a custom activity, select the activity type from the Activity Field Mapping screen.

gravity forms mapping

5.2.3 Activity Entity

To post payment activities on leads, against Activity Entity, enable the Slider slider. The following options are available to configure the connector’s Sync Behaviour when activities are posted in LeadSquared –

  • Capture (Create and Update existing) Record – New activities will get posted to the lead in LeadSquared, while existing activities will get updated.
  • Create only new record – Only new activities will get posted to leads in LeadSquared.
  • Update only existing record – Only existing activities on the leads captured will get updated in LeadSquared.

By default, your payment data is mapped to the “Gravity Forms” activity.

Note: An activity is classified as a new activity or an existing activity based on the Lead Capture Search By Criteria you’ve selected in the previous section.
Once you’re done, click Save & Next.

5.3 Generate the Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and set it up on your Gravity Forms account. To know more, refer to Triggering Webhooks on Form Submissions.

After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures lead data from Gravity Forms will be pushed to LeadSquared using the webhook.

Note: To view logs of all the sync jobs that have taken place, from the More Actions dropdown, click View Logs.

gravity forms webhook url

 

6. View Logs

Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads), Updated Events (Updated Leads), and Errors (when capturing leads).

  1. Navigate to Apps>Gravity Forms.
  2. From the More Actions dropdown, click View Logs.
  3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Failed – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
    • Under the right panel, you can view the response status, the API URL, the request, and the response.
    • The responses that are successful will contain the details of the leads that have been pushed from Gravity Forms.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click Information.

Note:

  • For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.
  • The current Lead Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

Gravity forms view logs

 

7. Other Actions

You can edit or delete the Google Forms connector instance that you created. To do this –

  1. Navigate to Apps>App Marketplace.
  2. Search for Gravity Forms.
  3. Alongside the Gravity Forms connector, hover your cursor over .
  4. From the list of options, you can perform the following actions –
    • Edit Configuration
    • Disable Configuration
    • Remove Configuration

gravity forms more actions

 

8. View Reports

You can view the total number of leads that have been pushed by Gravity Forms, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

Integrate LeadSquared with Gravity Forms

 

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LeadSquared WhatsApp Integration with Zoko

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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 helps you set up WhatsApp messaging through LeadSquared using Zoko as your service provider.

 

2. Prerequisites

If you’re not familiar with LeadSquared’s WhatsApp integration, see WhatsApp Business Messaging Connector. For frequently asked questions, see WhatsApp Business FAQs.

  1. Reach out to us at support@leadsquared.com regarding Zoko WhatsApp integration.
  2. Get an approved WhatsApp Business Number and Account.
  3. Submit Message Templates for Approval. To know how to do this, refer to Add WhatsApp Templates to LeadSquared.

 

3. Installation

To know how to install the WhatsApp Business connector, refer to WhatsApp Business Messaging Connector.

 

4. Configuration

Once the connector is installed, add and configure your WhatsApp phone numbers to the connector.

4.1 Basic Details

WhatsApp Zoko LeadSquared Integration

Field Description
WhatsApp Business Number Select the country code, and provide your WhatsApp business number. This field is mandatory.
To get your WhatsApp business number, contact your Zoko account representative.
Account Name Provide a relevant name for your connector. This field is mandatory.
Allow Lead Generation on incoming message EnableSlider to allow automatic lead creation when you receive messages from unknown mobile numbers.
Lead Source From the dropdown, select a lead source for your leads.

Once you’re done, click Next.

4.2 Service Provider

From the available options, select Zoko and click Next.

WhatsApp Zoko LeadSquared Integration

4.3 Authentication Set-up

On this screen, enter –

WhatsApp Zoko LeadSquared Integration

Field Description
Client Base URL The base URL is listed here. This is a non-editable field.
WhatsApp Number The WhatsApp business number you provided in the Basic Details screen. This is a non-editable screen. To change the number, navigate back to the Basic Details screen, and change the number there.
Username Pass the following username – chat.zoko.io
Password Your Zoko account’s API key. To obtain the key, from your Zoko account, navigate to Settings>API Keys, hover your cursor over the key, and select Click here to Copy.

To know more, refer to How to Find the Zoko API Key.

Once you’re done entering all the details, click Next.

4.4 Converse Settings

LeadSquared Converse is an instant messaging feature that allows you to have real-time conversations with your leads via WhatsApp.

LeadSquared WhatsApp Integration

To integrate LeadSquared Converse with WhatsApp, complete the following steps –

  1. On the Converse Settings tab, toggle the Enable Converse Slider slider.
  2. Under User Access, grant permissions to users who can communicate with leads through the LeadSquared Converse.
    • Based on Role – From the Search and Select Users dropdown, select the LeadSquared user roles that can send messages through LeadSquared Converse.
    • Advanced (User Level) – Based on the value entered in the selected user boolean field (e.g., for the user Sam, the “Is Employee” user field contains the value “Yes”), the user will be able to send messages through LeadSquared Converse. From the Select User Field dropdown, select a relevant boolean field.
  3. Functionality – The following additional settings must be configured –
    • Approved Templates – Enable this functionality to allow your users to send approved WhatsApp templates to your leads.
    • Unapproved Templates – Enable this functionality to allow your users to send unapproved WhatsApp templates to your leads. These can only be sent if the 24-hours service window is active.
    • Notify Lead Owner* – When enabled, only lead owners will get notifications of the WhatsApp messages a lead sends. When disabled, all logged-in users will receive notifications of these WhatsApp messages.
    • Sending Rich Media – Enable this functionality to allow your users to send media files in the WhatsApp messages.

Note:

  • *Message notifications are only sent to one user, i.e., either the Lead Owner or to the user (other than the Lead Owner) that sent the WhatsApp message to the lead. When the Notify Lead Owner setting is enabled, only the Lead Owner will get notified, while the user who sent the message will not get a notification.
  • If you enable the Send Rich Media option, you must also enable the Approved Templates option. This ensures that you can add your media files to a template when messaging your leads.

LeadSquared Gupshup Integration

4.5 Advanced Settings

On this screen, provide the following details –

  • Activity Mapping – A LeadSquared activity field to your WhatsApp messages. This is the activity that will be posted every time a WhatsApp message is sent or received.
  • Default WhatsApp Number Fields – The number you set as the default phone number will be automatically selected when you’re sending a WhatsApp message to a lead. You can also select other numbers that are available from the Add Another Number dropdown.
  • Default Country Code – The default country code will be used to send messages to a phone number that’s stored in a custom field, if no country code is listed.
  • Enable Rich Media Template Support – If you want to include media files in your WhatsApp message, you must enable the Slider slider.
  • Compliance Type – Here, you can select the compliance type for the WhatsApp template, by choosing either WhatsApp Opt-out or Opt-in.
  • WhatsApp Opt-out – Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field. From the dropdown, select a LeadSquared lead field for the WhatsApp opt-in/opt-out functionality.

Gupshup WhatsApp Integration

Note: You must create a custom lead field of boolean type to map to the WhatsApp opt-out functionality. For example, you may create a custom lead field called “WhatsApp Opt Out”. Leads for whom the field is selected/checked won’t receive WhatsApp messages.

Click Save & Close when you’re done.

  • If your credentials are correct, you’ll see the success message highlighted below.
  • If they were incorrect, the integration will fail.

 

5. Webhook Configuration

To receive incoming messages from your leads, as well as to get the delivery status (Sent, Delivered, Read, or Failed) of your outbound messages, configure the LeadSquared webhook in your Zoko account.

In LeadSquared

  1. Once the configuration is completed and saved in your LeadSquared account, a webhook is generated.
  2. To access the webhook, navigate to Apps>Apps Marketplace, search for the WhatsApp Business Connector, and click Configure.
  3. On the Configure WhatsApp Business pop-up, select the Zoko integration.
  4. On the Authentication tab, you’ll find the webhook alongside Notifications Webhook URL. Copy this webhook.

LeadSquared Zoko

In Zoko

  1. Login to your Zoko account, and click Settings.
  2. Then, under Dev Tools, click Webhooks.
  3. Enter the webhook URL you copied from LeadSquared.
  4. Under Events to send, select Message Delivery Update and Incoming Message.
  5. Once you’re done, click Create.

LeadSquared Zoko

 

 

6. Conversing with Leads via WhatsApp

Integrating Converse with LeadSquared’s WhatsApp connector will enable your users to have real-time conversations with your leads through WhatsApp. Using templatised messages, you’ll be able to attach and send media files (such as images, documents, etc.) in your conversations. To know more, refer to LeadSquared Converse.

LeadSquared WhatsApp Integration

 

5. Next Steps

Once the connector is successfully installed, you can proceed to add WhatsApp templates and finally message your leads. For details, see Adding WhatsApp Templates to LeadSquared.

 

FAQs

What namespace should I use for WhatsApp message templates with buttons when using Zoko as the provider?
If you’re using Zoko as your WhatsApp provider, make sure to set the namespace to template_type_button for templates that include buttons. This is a Zoko-specific requirement, and using the wrong namespace may cause your template to fail.

 

Any Questions?

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How to Share Opportunities for a Limited Duration

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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:

 

2. Example Use Cases

Here is an example of a use case you can achieve using the opportunity share feature –

Sharing opportunities between teams or departments
Let’s look at the example of a bank that offers different products (Home Loan, Personal Loan, etc.). The Home Loans team contacts John, a lead, and sets up an appointment with him. After speaking to him, the Home Loans team gets a new personal loan requirement from John. Here, the Home Loans team can share John’s details with the Personal Loans team.

 

3. Prerequisites

  • The Opportunities feature must be enabled on your account.
  • Before sharing opportunities, from the advanced configuration settings, you must the Enable Opportunity Sharing.
  • You must enable the opportunity share automation card by contacting your account manager or support@leadsquared.com.
  • You must be an administrator user to create opportunity share automations.

 

4. Set up Opportunity Share

  1. Navigate to Workflow>Automation, and click Create Automation.
  2. Select any of the following triggers –
    • New Opportunity
    • Opportunity Update
    • New Activity on Opportunity
    • Activity Update on Opportunity
    • Task Created on Opportunity
    • Task Completed on Opportunity
    • Task Reminder for Opportunity
  3. After the trigger is selected, click expand, and under Opportunity Actions, click Share Opportunity.
  4. On the Share Opportunity pop-up, configure –
    • Share With – The sales user you want to share the opportunity with.
    • For – Select the duration for which you want to share the opportunity.
    • Access to – Select if you want to provide view-only access or view and modify the opportunity access.
  5. Once you’re done, click Save, and then click Publish. The automation is now live.

LeadSquared Opportunity Share API

 

5. View Opportunity Share History Tab

From the Manage Opportunities page, you can view the opportunity share history for any opportunity, including details such as the duration the opportunity was shared for and the source (API or Automation). The page can be filtered by users the entity was shared with and the share status (Processing, Completed, Failed).

Lead and Opportunity Share

 

6. Stop Sharing Opportunity Automation Card

Use the Stop Sharing Opportunity card to stop sharing opportunities when users complete their required activities. For example, you can revoke access once a user completes a document verification process and posts a ‘Document Collection’ activity. To know more, refer to Opportunity Automation Actions.

LeadSquared Automation Opportunity Share

 

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Disable Sales Activity Access

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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 can also completely remove access to sales activities in your account, including existing activities.

LeadSquared Sales Activity

 

2. Prerequisite

You must be the Adminstrator to disable this feature.

 

3. Disable the Sales Activity

  1. Navigate to My Profile>Settings>Profile>Advanced Configuration. To know more about this page, refer to Organization Settings – Advanced Configuration.
  2. Alongside Disable Sales Activity, click Configure.
  3. On the Configure Sales Activity pop-up, enable the checkbox Checkbox  next to the action you want to restrict the user from performing –
    • Restrict users from adding a new Sales Activity – Users won’t be able to add new sales activities, but can view and edit existing activities.
    • Remove complete access to Sales Activity – Sales Activities will be completely removed from your account, including existing activities that are posted on your leads.
  4. Once you’re done, click Save. The setting is applied across your account.

Note:

  • The Remove Complete access to Sales Activity setting is permanent. Once existing activities are removed, they cannot be retrieved. Enable this setting only when you’re sure of your decision.
  • Before configuring this setting, ensure Sales Activities are not linked to any forms, portals, dashboards, etc. You cannot disable Sales Activities if they are linked to any active workflows in your account.

LeadSquared Sales Activity

 

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Automation Conditions – If Email Open/Click

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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 lead clicks on a link within the email, then add the lead to a list, or send them an offer.
  • If the lead opens the email, notify the opportunity owner (user) by SMS/WhatsApp.

 

3. Set up If Email Open/Click

First, on any lead/opportunity trigger, add the Send Email action.

LeadSquared Automations

Then, click Add process. Under Conditions, click If Email Open/Click.

LeadSquared Automations

On the If Email Open/Click pop-up, set the conditions based on email open and/or link click. To add more than one condition, click Add another condition. Once you’re done, click Save.

LeadSquared Automations

Then, add different outcomes if the email is opened/if the email link is clicked. Once you’re done, Save and Publish the automation.

Note: When setting up this automation, we recommend adding a Wait condition of six hours or so. This ensures the lead has sufficient time to engage with the email.

LeadSquared Automations

 

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