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Connect Your Outlook/Gmail Inbox with LeadSquared

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Important: Through this connector, you can only sync emails from GSuite (under Gmail) and Office 365 (under Outlook) with your LeadSquared account. You CANNOT connect your personal Gmail and Outlook accounts.

1. Feature Overview

This connector captures sent and received emails from your Outlook/Gmail accounts and posts them as activities in LeadSquared. It also creates new leads for emails sent to/received from contacts not present in your LeadSquared account. This ensures you can view important emails in your LeadSquared account, without having to navigate between different apps.

Note:

  • Only the emails in the “Inbox” and “Sent” folders will be synced. No other email folder will be considered for synchronization.
  • This article is to help any user sync their email account with the Email Sync Connector. If you’re an Admin User looking to install and configure this connector, refer to Outlook/Gmail Email Sync Connector Set-up for Admin Users.

Email Sync Connector

 

2. Prerequisites

 

3. Sync Your Email Account with LeadSquared

To connect your Outlook/Gmail account to LeadSquared –

  1. From the main menu, navigate to Apps>Connect My Inbox v2.0.
  2. Click Get Started.

Email Sync Connector

 

4. Authorisation

Authorize your email provider to connect with LeadSquared.

  1. Next to the email provider’s name, click the Sign in button.
  2. Enter your login details, and Accept the necessary permissions. Your email provider is synced to the connector.
  3. Click Next.

Email Sync Connector

If you’re signing in using Outlook, you will have to reauthenticate the sign-in when you change your Outlook account’s password.

Note: Reauthentication is not required if you’ve signed in using Gmail.

Email Sync Connector

 

5. Outbound Email Settings

Select which outbound (sent) emails should be captured and synced with your LeadSquared account.

Note:

  • For Activity Details, the activity will get posted as Email Sent.
  • The Activity Details and Capture New Leads are read-only settings, and users (including Admins) will NOT be able to make any changes there.

5.1 Sync Behaviour

As a Sales User, you will not be able to edit any of the Admin settings under this section. For e.g., if your Admin has selected Outbound Email with Specific keywords, then you (the Sales User) cannot change it to All Outbound Emails.

But if Outbound Email with Specific keywords is selected, while you cannot edit the Admin Defined Keywords, you can add your own keywords under User Defined Keywords. This is applicable only to you, and NOT to any other user in your account.

  • Admin Defined Keywords – Only those sent emails that contain at least one of the keywords entered here (e.g., Offer, Marketing, etc.) by your Admin, will get synced to your LeadSquared account. If you’re an Admin looking to define keywords, refer to Admin Sync Behaviour. As a Sales User, you will NOT be able to add, remove or edit these keywords.
  • User Defined Keywords* – In addition to the Admin Defined Keywords, Sales Users can add their own set of keywords which will be used to sync mails. If an email contains any one Admin or User Defined keyword, we’ll sync it with your LeadSquared account. After you enter the keywords, hit ENTER. You can enter a single (Festival), or multiple keywords (Diwali Festival). In case of multiple keywords, separate each keyword by hitting the ENTER or TAB key.
    • Check Keywords In – Choose in which part of the email (Subject or Body) the keyword should be present for the email to get synced. It’s mandatory to select at least one of the options listed below. If required, select both options –
      • Subject – When selected, only if at least one keyword is present in the email’s subject line, the email is synced to LeadSquared.
      • Body – When selected, only if at least one keyword is present in the email’s content body, the email is synced to LeadSquared.
    • All Outbound Emails – All the emails sent from your account will get automatically synced to your LeadSquared account, without having any dependency on keywords.

Note:

  • *You’ll be able to add keywords only if your Admin has configured the connector using the Outbound Email with Specific Keywords setting.
  • If you enter a statement as a keyword (“Festive Offer 2022” in the example below), then all the words in that statement should be present in the email in order for it to get synced with LeadSquared. The statement is considered as case-insensitive (e.g., festive offer 2022 would also be considered), but the words, order and spaces in the statement must be an exact match. In case you want individual words in the statement to be considered when syncing emails, we recommend you enter each word in the statement as a separate keyword (e.g., “Festive”, “Offer”, “2022”, etc.)
  • You can add special characters when entering your Keywords.

Email Sync Connector

 

5.2 Exclude Emails

You can exclude syncing emails sent to certain domains (such as service request emails to domains like LeadSquared.com, Zoho.com, etc.) and individuals (such as emails to internal employees, senior management, employees from other teams, etc.). This is to ensure that only relevant emails are captured and synced in your LeadSquared account.

As a Sales User, you will not be able to add or edit the list of domains under Admin Excluded Domains/Individuals, or the corresponding settings. However, you can add your own list of domains under User Excluded Domains/Individuals. This is applicable only to you, and NOT to any other user in your account.

  • User Exclude Domains/Individuals – To exclude emails sent to individuals, enter their email Id (e.g., CEO@example.com, etc.), and to exclude emails sent to certain domains, enter only the domain name (e.g., leadsquared.com, etc.). Add multiple email Ids and domain names. Once you’ve entered them, hit the ENTER key.
  • Applicable to Recipients* – Select if the email Ids and/or domains you’ve entered should be in the “To”, “Cc” or “Bcc” fields for the email to get excluded. For e.g., if you’ve entered CEO@example.com and selected “Cc” as the Applicable to Recipients option, then every time you add CEO@example.com in a mail’s Cc field, that mail will NOT get synced to your LeadSquared account. If you’re choosing to Exclude Emails, then it’s mandatory to select at least one Applicable to Recipients option.

Note:

  • You’ll be able to add domains under User Exclude Domains/Individuals only if your Admin User has enabled the User Excluded Domains/Individuals setting.
  • *Note that if you choose to exclude emails sent to CEO@example.com, and under Applicable to Recipients, you chose “Cc”, then in instances when you include the CEO@example.com email Id in the “To” or “Bcc” fields, these emails WILL get synced to your LeadSquared account. If you want the Exclude Emails option to apply to all the emails sent to the email Id/domains entered, select all three options available – “To”, “Cc” and “Bcc”.

Email Sync Connector

 

5.3 Activity Details

This is a read-only setting. This setting can only be configured by your Admin. To know more about this setting, refer to Activity Details. To change these settings, contact your Admin.

 

5.4 Capture New Leads

This is a read-only setting. This setting can only be configured by your Admin. To know more about this setting, refer to Capture New Leads. To change these settings, contact your Admin. To continue with the set-up, click Next.

Email Sync Connector

 

6. Inbound Email Settings

These settings govern the connector’s behaviour when you get inbound (receive) emails. The steps to configure the Inbound Email Settings are the same as the previous section. To know more, refer to Outbound Email Settings. Once you’re done, click Next.

Note:

  • For Activity Details, the activity will get posted as Email Received.
  • For Applicable to Recipients, Email Information – Inbound Email and Capture Leads From, the “Bcc” option won’t be applicable.

Email Sync Connector

 

7. Activate Sync

Once all the settings are configured, to sync your LeadSquared and email provider account, click Activate Sync, and to complete the set-up, click Save & Close.

Note: To sync emails received in the last 7 days, before you configured the connector, click Sync Last 7 Days Emails.

Email Sync Connector

 

8. Email Logs

Once your connector is synced, you can view logs of all the emails that have been synced between LeadSquared and your email provider’s accounts. You can filter these logs by Activity Details or Lead Capture Details.

  • Date Range Filter – You can filter the logs by Today, Yesterday, Last 7 Days, Last 30 Days and Custom Date. If you select Custom Date, you can select up to a maximum of 60 days in the past.
  • Use the search bar to find a lead or activity using the Lead Id, Lead Name or email Subject.
  • To delete your synced account within the connector, click , and click Delete Account.
  • To disable sync for your account, under SYNC STATUS, disable the Zoom slider. This ensures that while the sync is disabled, your email account is still connected to LeadSquared.
  • To edit your account’s sync settings, click the Settings button.

Email Sync Connector

 

9. View Synced Emails

To view the email sync activities, navigate to Leads>Manage Leads, and click on an existing lead on which the activity is posted. On the Lead Details page, you can view the activity under the Activity History tab.

Email Sync Connector

9.1 Activity Details

To view the Activity Details that are posted on a lead, under Email Subject, click on the email’s name for which you want to view the details. To know how to capture the details on the mail as an activity, refer to Activity Details.

Email Sync Connector

 

9.2 Lead Details

To view a lead (either an existing one or a new one), under Lead Name, click the lead you want to view. This will redirect you to the Lead Details page, where you can view the Email Sent/Email Received activity that’s posted on the lead.

Email Sync Connector

 

9.3 Manage Activities Page

You can also view the activities from the Manage Activities page. To do this, navigate to Leads>Manage Activities, and filter the Activity Type by Email Sent or Email Received.

Email Sync Connector

 

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!

Email Sync Connector Set-up for Admin Users

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Important: Through this connector, you can only sync emails from GSuite (under Gmail) and Office 365 (under Outlook) with your LeadSquared account. You CANNOT connect your personal Gmail and Outlook accounts.

1. Feature Overview

This connector syncs emails (sent and received) in your Outlook/Gmail with your LeadSquared account. It posts emails between your users (sales reps) and leads as activities against existing leads. When you send or receive an email from a contact that doesn’t exist in LeadSquared, the connector creates them as new leads in your account. All of this ensures you can view important emails in your LeadSquared account, without having to navigate between different apps. This connector –

  • Sync Emails with Leads – Capture and sync emails with leads, capture email attachments, and view them as activities on the Lead Details page.
  • Capture New Leads – Creates new leads for emails sent to/received from contacts not present in your LeadSquared account.
  • Selective Sync – Ability to configure filters (such as recipient and sender address, email domain, subject line, etc.) based on which sent and received emails are synced with LeadSquared. For e.g., you choose to not sync emails received from a “linkedin.com” domain.
  • User Management – Ability to view, disable sync and view the logs of all the users who’ve synced their email accounts with LeadSquared.
  • View Logs – View detailed logs for each lead & mail sent.

Note:

  • Only the emails in the “Inbox” and “Sent” folders will be synced. No other email folder will be considered for synchronization.
  • This article is to help Admin Users install and configure the Email Sync Connector. If you’re a Sales User who’s looking to sync your Gmail/Outlook account with LeadSquared, refer to Connect your Outlook/Gmail Account with LeadSquared.

Email Sync Connector

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account to install and configure this connector.
  • You must have an existing Microsoft Outlook or Gmail 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

This connector syncs emails sent and received from your email provider’s account (either Outlook or Gmail) with your LeadSquared account. These emails are posted as activities on your leads. For e.g., when you send an email to the lead John Smith, this email is posted as an Email Sent activity on John’s Lead Details page. And similarly, when John sends an email to you, this email is posted as an Email Received activity on John’s Lead Details page.

The Admin user must complete the following steps –

  1. Install the connector.
  2. Select the list of users that can access the connector settings, and grant permissions to these users.
  3. Select the email provider you want to sync emails from.
  4. Configure the actions the connector performs when emails are sent (outbound) and received (inbound) by your users.
  5. Configure additional connector settings, and grant access to users who can sync and connect their email accounts with LeadSquared

Once configured by the admin, each user in the account must –

  1. Connect their email account with the connector.
  2. Activate the Sync.

 

4. Install the Connector

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

Email Sync LeadSquared

 

5. Configure the Connector

5.1 Security & Compliance

This is a read-only screen, and you won’t be able to change any of the details displayed here. This screen displays the region in which your LeadSquared account is hosted and the email Retention Period for which the synced emails are stored in LeadSquared. Once you’ve verified the details, click Next.

Note: The Retention Period only affects the emails synced and stored in LeadSquared. This does NOT affect the emails present in your email account.

Email Sync Connector

 

5.2 Connector Access

Once you’ve installed the connector, on the Connector Access tab, configure the connector settings access for the non-Admin users in your account.
Users (e.g., sales managers) you grant access to can select the list of other users (e.g., sales reps/agents) that can sync their email accounts with LeadSquared.

  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 access the connector settings.
    • 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 & Next. To continue the configuration, refer to the below sections.

Note:

  • By default, all Admin users will have access to configure the connector settings.
  • Connector Access does NOT have to be granted to Sales Users who want to sync their email accounts with LeadSquared. Instead, to select the list of users that can sync their email account, see Connect My Inbox access.
Email Sync Connector

 

6. Admin Configuration

To continue the connector configuration, navigate to Apps>Email Sync v2.0.

Note: We’ve configured the connector by choosing Outlook as the email provider. The steps to configure the connector using Gmail are the same as the steps listed below, unless noted otherwise.

Email Sync Connector

 

7. Provider Selection

Select, sync and configure your email provider.

Note: You can only select and configure one email provider.
  1. From the options listed under Choose Email Provider, select your preferred provider.
  2. Once you’re done, click Next.

Email Sync Connector

If you’ve selected Gmail, then ensure you mark the LeadSquared Email Sync connector as a trusted application in your organization’s Google Workspace. To know how to do this, refer to Control which third-party & internal apps access Google Workspace data. Once the connector is authorized, in your LeadSquared account, click Mark as Complete, and then click Next.

Email Sync Connector

 

8. Outbound Email Settings

These settings govern the connector’s behaviour when users send emails (outbound) from their Gmail/Outlook accounts.

Note:

  • Sales Users in your organization cannot edit the Outbound and Inbound Email settings. Keep in mind the settings configured here are final for all your Sales Users, and only Admin users can edit existing settings.
  • You can choose to disable the Sync Outbound Emails setting. To do this, disable the sliderSlider, and on the Warning pop-up, click Yes. This will NOT sync any of the sent emails to your LeadSquared account.

8.1 Sync Behaviour

Select which emails your users send should be captured and synced with your LeadSquared account.

  • Outbound Email with Specific keywords – Only those sent emails that contain at least one of the keywords entered here (e.g., Offer, Marketing, etc.) will get synced to your LeadSquared account.
    • Admin Defined Keywords – After you enter the keywords, hit ENTER. You can enter a single, or multiple keywords. In case of multiple keywords, separate each keyword by hitting the ENTER or TAB key. Your users will NOT be able to edit the Admin Defined Keywords, and these keywords will be applied to all your users. If you’ve selected this option, by default your users can view the User Defined Keywords tab when they’re syncing their email accounts with LeadSquared. This enables your users to add their own list of keywords.
    • Check Keywords In – Choose in which part of the email (Subject or Body) the keyword should be present for the email to get synced. It’s mandatory to select at least one of the options listed below. If required, select both options –
      • Subject – When selected, only if at least one keyword is present in the email’s subject line, the email is synced to LeadSquared.
      • Body – When selected, only if at least one keyword is present in the email’s content body, the email is synced to LeadSquared.
    • All Outbound Emails – All the emails sent from your user’s account will get automatically synced to your LeadSquared account, without having any dependency on keywords.

Note:

  • If you enter a statement as a keyword (“Festive Offer 2022” in the example below), then all the words in that statement should be present in the email in order for it to get synced with LeadSquared. The statement is considered as case-insensitive (e.g., festive offer 2022 would also be considered), but the words, order and spaces in the statement must be an exact match. In case you want individual words in the statement to be considered when syncing emails, we recommend you enter each word in the statement as a separate keyword (e.g., “Festive”, “Offer”, “2022”, etc.)
  • You can add special characters when entering your Keywords.

Email Sync Connector

 

8.2 Exclude Emails

You can exclude syncing emails sent to certain domains (such as service request emails to domains like LeadSquared.com, Zoho.com, etc.) and individuals (such as emails to internal employees, senior management, employees from other teams, etc.). This is to ensure only relevant emails are captured and synced in your LeadSquared account.

  • Admin Excluded Domains/Individuals – To exclude emails sent to certain domains, enter only the domain name (e.g., leadsquared.com, etc.). To exclude emails sent to individuals, enter their email Id (e.g., CEO@example.com, etc.). Add multiple email Ids and domain names. Once you’ve entered them, hit the ENTER key.
  • Applicable to Recipients* – Select if the email Ids and/or domains you’ve entered should be in the “To”, “Cc” or “Bcc” fields for the email to get excluded. For e.g., if you’ve entered CEO@example.com and selected “Cc” as the Applicable to Recipients option, then every time you add CEO@example.com in a mail’s Cc field, that mail will NOT get synced to your LeadSquared account. If you’re choosing to Exclude Emails, then it’s mandatory to select at least one Applicable to Recipients option.
  • User Excluded Domains/Individuals – When enabled, your Sales Users will be able to add their own set of domains for which they wish to exclude email sync.
*Note: If you exclude emails sent to CEO@example.com, and under Applicable to Recipients, you chose “Cc”, then in instances when you include the CEO@example.com email Id in the “To” or “Bcc” fields, these emails WILL get synced to your LeadSquared account. If you want the Exclude Emails option to apply to all the emails sent to the email Id/domains entered, select all three options available – “To”, “Cc” and “Bcc”.

Email Sync Connector

 

8.3 Activity Details

Each outbound email is posted as an Email Sent activity against the lead (on the Lead Details page) in your LeadSquared account. You can view the details of the email in this activity. By default, the From (sender) and To (receiver) details are posted under the Email Sent activity. In addition to these two fields, you can choose to capture details and email content from the following email elements –

  • Cc – Recipients in the Cc field.
  • Bcc – Recipients in the Bcc field.
  • Subject – The subject line of the email.
  • Body – The email body’s content.
  • Attachment – If the email contains an attachment file, then this file is posted under the Email Sent activity. The following file types are supported –
    • Inline
    • PDF
    • Word
    • JPG
    • PNG
    • HTML
    • Excel
    • Zip
    • JSON
    • MKV
    • MPG
    • MP3
    • MP4
    • Rich Text Format
    • AVI
Note: You will NOT be able to rename the Activity Type. It’ll be Email Sent by default.

Email Sync Connector

 

8.4 Capture New Leads

Emails sent to addresses that don’t exist in your LeadSquared account are captured and created as new leads. To capture new leads, enable the Slider slider, and configure the following settings –

  • Capture Leads From* – If the email Id present in any of the selected options – “To”, “Cc” and “Bcc”, does not exist in LeadSquared, then a new lead gets created. If the Capture New Leads option is enabled, then it’s mandatory to select at least one option here.
  • Lead Search By Criteria – By default, Email is selected as the search key. If necessary, you can update the search criteria to an email-type custom lead field created in your account. Note that only one search criteria can be configured in your account at any given time.
  • Lead Source – From the list of default and custom lead sources available in your account, select the lead source through which the leads were captured (e.g., Inbound Email, Email Sent, etc.). This detail will be used to identify the source on the Lead Details page, under Lead Source. To create a new lead source, enter the name of the new lead source, and hit ENTER. This lead source will start reflecting once an email sync activity is posted against a lead.
*Note: If you choose to capture new leads, and under Capture Leads From, you chose “To”, then in instances when you include an email Id in the “Cc” or “BCC” fields, a new lead will NOT get created in your LeadSquared account. If you want the Capture New Leads functionality to apply to all the emails sent to the contact’s email Id, select all three options available – “To”, “Cc” and “Bcc”.

Email Sync Connector

Once you’re done, click Next.

Email Sync Connector

 

9. Inbound Email Settings

These settings govern the connector’s behaviour when users receive emails (inbound) in their Gmail/Outlook accounts.

The steps to configure the Inbound Email Settings are the same as the previous section. To know more, refer to Outbound Email Settings. Once you’re done, click Next.

Note:

  • You can choose to disable the Sync Inbound Emails setting. To do this, disable the sliderSlider, and on the Warning pop-up, click Yes. This will NOT sync any received emails to your LeadSquared account.
  • For Activity Details, the activity will get posted as Email Received.

Email Sync Connector

10. Advanced Settings

Configure the following settings before you start using the connector –

10.1 Connect My Inbox access

Grant access to users to connect and sync their email accounts with LeadSquared. Only users for whom access is granted can view and access the connector (under the Apps main menu).

  • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can connect their email accounts to LeadSquared. By default, all the Sales and Marketing users are selected here. If required, the Admin user can remove the user type to whom they don’t want to give Connect My Inbox access.
  • 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 connect their email accounts to LeadSquared (e.g., for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, then this user can access the connector).
Note: By default, all Admin users will have access to connect their email accounts using this connector.

Email Sync Connector

 

10.2 Disable Sync for All Users

When enabled, email sync will be disabled for all the users who have connected their email accounts to LeadSquared, and no new users will be able to connect and sync their email accounts either. To enable this setting, enable the Slider slider, and on the Warning pop-up, click Yes. This setting can be used in instances where the Admin is testing the connector, if there’s a security breach, etc.

Note: Disabling sync will be applied to all users, including Admins.

Email Sync Connector

 

10.3 Disable Sync for Internal Emails

When enabled, emails sent and received internally within your organization will not be synced with the connector. Your organization is identified based on the email domain you enter. This is to ensure only lead-related emails are synced with your LeadSquared account. Once enabled, enter your organization’s email domain (e.g., leadquared.com, etc.), and hit ENTER. You can add multiple domains.

Email Sync Connector

Note: To capture internal mails sent between your users, click How it Works, and enable the checkbox alongside Capture Email communication between internal users.

LeadSquared Email Sync

 

10.4 Complete Set-up

Once you’re done, click Save & Complete. This complete’s the Admin set-up and configuration process, and your users can now sync their email accounts with LeadSquared.

Email Sync Connector

 

11. User Management

Once your users have synced their email accounts to LeadSquared, alongside a user, click theicon to perform the following actions –

Email Sync Connector

11.1 View Dashboard

The dashboard contains the logs of all the user emails that have been synced between LeadSquared and your user’s email account. You can filter these logs by Activity Details or Lead Capture Details.

  • Date Range Filter – You can filter the logs by Today, Yesterday, Last 7 Days, Last 30 Days and Custom Date. If you select Custom Date, you can select up to a maximum of 60 days in the past.
  • Use the search bar to find a lead or activity using the Lead Id, Lead Name or email Subject.
  • To delete your synced account within the connector, click , and click Delete Account.
  • To disable sync for your account, under SYNC STATUS, disable the Zoom slider. This ensures that while the sync is disabled, your email account is still connected to LeadSquared.

Email Sync Connector

 

11.2 Deactivate Sync

To deactivate email sync between your user’s email account and LeadSquared, click Deactivate Sync, and on the confirmation pop-up, click Yes, Continue. This will only temporarily deactivate the user’s account, and they can activate the sync (Sync Staus) whenever they choose to.

Email Sync Connector

 

11.3 Remove Account

This action deletes a user’s email account from the connector. Click Remove Account, and on the confirmation pop-up, click Yes, Continue.

Email Sync Connector

 

FAQs

I’m currently using the legacy Email Sync App. Should I migrate to this connector?
Yes, it is highly recommended you migrate to this connector, for an enhanced user experience. Note that Outlook support is soon to be discontinued on the legacy connector, and if you’re looking to sync your Outlook account with LeadSquared, then it’s mandatory that you migrate to the new connector. To know more, refer to Outlook’s Basic Authentication Deprecation in Exchange Online – September 2022 Update.

What happens if I send or receive an email from someone that doesn’t exist as a lead in my LeadSquared account?
If the Capture New Leads setting is enabled, this contact gets created as a new lead in your account.

Does this connector support bi-directional email sync between my email provider and LeadSquared accounts?
No. Currently, the connector only supports email sync from your email account to your LeadSquared account. Emails sent from your LeadSquared account will NOT get synced with your email provider’s account. If this changes in the future, we’ll update the article accordingly.

Is email sync supported for other email providers (such as Yahoo, ProtonMail, iCloud Mail, etc.)?
No. Email sync is currently only supported for Gmail and Outlook.

How will my lead be identified by the LeadSquared system?
We’ll use the Lead Search By Criteria (and in extension, the lead’s Email Address) to identify and capture leads.

How do I control which users can connect their email account’s to LeadSquared?
Let’s look at the following example –

  • Bob is an Admin user.
  • John and Paul are Sales Managers, and George and Ringo are Marketing Users.
  • Frodo, Samwise, Aragorn and Legolas are Sales Users reporting to John.
    • When configuring Connector Access, Bob grants access to only Sales Managers. This means that only the selected users (the Sales Managers in this example, John and Paul) can carry out the connector’s Admin Configuration and subsequent steps.
    • When carrying out the configuration, on the Connect My Inbox access screen, John can select the users who can sync their email accounts with LeadSquared. Here, he selects Sales Users. This allows Frodo, Samwise, Aragorn and Legolas to now sync their email accounts with LeadSquared. Similarly, Paul (Sales Manager) can also carry out this configuration for his team.

Will internal emails get captured?
Yes, internal emails will get captured, as long as the Disable Sync for Internal Emails setting is disabled.

Can sales users edit the Activity Details and Capture New Leads settings?
No. Sales users cannot edit any of the Inbound and Outbound Email settings.

 

Troubleshooting

  • Issue: I want to enable the “Allow non-lead email address(es) in the CC field” setting, but I don’t want junk or unwanted leads to be created in my LeadSquared account.
    The screenshot shows the “Allow non-lead email address(es) in the CC field” setting under Settings>Email Settings>Email Recipients.

LeadSquared Email Settings

  • Solution: To prevent this, make sure the “Cc and Bcc” options are unchecked under the “Capture New Lead” setting for both outbound and inbound emails in the Email Sync configuration.

LeadSquared Email Sync for Google and Outlook

 

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!

Capture Leads from Any Website with LeadSquared Form Widgets

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1. Feature Overview

An LSQ Form widget acts as a “lead magnet”. An example of a lead magnet is a special deal offered to customers in exchange for their contact details. It can be a discount code, webinar, white paper, ebook, template, inquiry form, or another resource.

With LeadSquared, you can create and embed an LSQ Form Widget on your web page or landing page and start capturing leads in minutes.

Once the leads are captured, you can push them further down your sales funnel. For example, you can redirect the leads to a LeadSquared Application Portal, email them a welcome kit, or schedule a sales call.

LSQ Widget example

 

2. Example Use Cases

These examples illustrate different functionalities you can use, and outcomes you can achieve using the LSQ Widget.

Industry Use Case
Education
  • College University Admission – Capture course inquiries from a course landing page and redirect the lead to a college admissions portal page.
  • Career Training School/Technical School – Capture course inquiries from a website page and schedule a counselor call-back.
BFSI
  • Health Insurance – Capture enquires for an insurance premium amount and download a policy brochure.
  • Credit Card Application – Capture credit card eligibility inquiry and redirect it to a credit card application portal.
Health (ERM)
  • Book a consultation – Capture a consultation slot and register on the Hospital portal.
Real-Estate
  • Book visit – Capture a property visit request and download the estate plan.

 

3. Prerequisites

  • You must be an Administrator User to create and edit LeadSquared Widgets.
  • To create an Enquiry Widget –
    • You must have a Dynamic Form that is published.
    • LeadSquared Portal license is not required.
  • To create a Registration Widget –

 

4. How It Works

The process to install an LSQ Widget is as follows –

  1. Create and configure your LSQ Widget by navigating to Manage Widgets in LeadSquared.
  2. Customize the look and feel of your LSQ Widget through the various properties at your disposal.
  3. First, publish your LSQ Widget to the test environment, and then to the live environment.
  4. Place the downloaded JavaScript snippet into your website.
  5. The widget is now live on your website.

 

5. Manage Widgets

  1. Navigate to Workflow>Manage Widgets.
  2. Click Create Widget.
  3. Give your widget a name and click Create.

Create LSQ Widget

5.1 Enquiry Widget or Registration Widget

LSQ Widget Type Description
Enquiry Widget In an Enquiry Widget, OTP verification of lead details is not mandatory.
Registration Widget In a Registration Widget, your leads will need an OTP verification and will be registered on the LeadSquared Portal. You must have a LeadSquared Portal that has been published and a LeadSquared Portal Registration Form with OTP authentication enabled.

If you would like to create a Registration Widget, under the General tab, toggle Enable Portal Registration.

LSQ Widgets Enable Portal Registration

5.1.1 Configure OTP Messages for Registration Widget

On a Registration Widget, users receive a default OTP for verification. You can customize this OTP message after selecting a registration form.

  1. Click the icon in the General Tab.
  2. You can edit both the Email and SMS (Phone) content.
  3. Click the Custom button to edit the content.
    • Email – For email, you can edit the following fields:
      • From – Select a user as a sender.
      • Subject – Enter the subject of the email.
      • Select Email Template – Optionally, you can select an email template.
      • Content – Enter the content for the OTP email.
    • Phone – for SMS, you can edit the following field:
      • Select SMS Template – Optionally, you can select an email template.
      • Content – Select the editable field to enter your SMS content.

Configure otp messages

Note: You can test the OTP message while previewing the widget.

verify otp in preview

5.2 LSQ Form

Select a LeadSquared Portal Registration Form with OTP authentication enabled. The selected form will capture leads and register them on the LeadSquared Portal.

LSQ Widget Form

5.3 Register on Portal

Select a LeadSquared Portal to register the captured Leads. You must also define the Action on Successful submission of the form –

  • Open Portal Page – Select the portal page you want the lead to be redirected to on successful submission.
    • Page – From the dropdown, select the page or section you want your lead to be redirected to within the portal when the form is submitted.
  • Open External Link – Add an external link, and configure if it opens in the same tab or a new tab.
    • Link – If you choose Open External Link as the Action on Successful submission, then add the URL of the website you want your lead to be redirected to when the form is submitted.
  • Download File – Enable your leads to download a file (like prospectus, etc.) on submission by uploading it here.
    • Upload File – If you choose Download File as the Action on Successful submission, then under Upload File, click Choose File, to choose a file from your Document Library.
    • Use Mail Merge Values – Alternatively, you can mail merge a custom field set (CFS) that contains a file, by selecting the CFS from the dropdown.
  • Based On Rules – This option allows you to set-up rules based on the choices a lead makes. For example, if the lead chooses “City” as “New Delhi”, you can set-up a condition that redirects the lead to the portal page for leads in New Delhi. Similarly, if the lead chooses “Course” as “B.Tech”, you can set-up a condition to download the prospectus form for B.Tech applicants. To set-up rules –
    1. From the Actions on Successful submission dropdown, select Based on Rules.
    2. Click Configure Rules, and on the Configure Rules pop-up, rename the rule.
    3. From the any dropdown, choose if you want the condition to be any or all, and set-up the base rule.
    4. From the Then dropdown, select the action you want to be carried out when the condition is satisfied.
  • None – No action will be taken on successful submission.

LSQ Widget Portal

 

6. Customize Widget

The following video tutorial shows you how to customize the design of your widget using the options available in the widget designer –

The LSQ Widget can be customized using the following properties –

6.1 General

  • Form Design – There are three default form designs available in the Widget Designer. You can select a relevant design from the Form Design dropdown.
  • Show Form Title – To show the title of the form on your Form, toggle the slider.
  • Show Tabs/Navigation – To show the tabs that hold the sections in a form, and to show navigations between different tabs in the form, toggle the slider.
  • Show Section Names – To show the names of each section within the form, toggle the slider.
  • Show Input Field Labels – To show the input field labels on the placeholder, toggle the slider.
  • Accent Color – Select the font colour for section headers and buttons from the gradient screen or enter the hex code for a specific colour.
  • Form Validation Color – Select the colour that will indicate a field as mandatory.
  • Font – From the dropdown, select the font you want to display on the form.
  • Query String – You can send the value of a particular field (First Name, Mobile field, etc.), by adding a mail merge parameter here. This will ensure that the field value is carried forward to the subsequent pages that have been configured.
  • Open in New Tab – This is applicable only for Open External Link and Open Portal Page. To open the new page in a new browser tab, on successful submission of the form, toggle the Zoom slider.
  • Header Text – Enter the form’s title here.
  • Button Text – Enter the submission button’s display text here.

LSQ Widget Form Design

 

6.2 Spacing & Dimensions

You can customize the space and dimensions of the entire form, as well as each individual section within the form. To customize a section, click on the outer border of that section.

  • Padding – Set the padding for the form. If you want the padding dimensions to be applicable on all sides of the layout, against All Sides, toggle the slider.
  • Margin – Set the margin width for the form. If you want the margin to be applicable on all sides of the layout, against All Sides, toggle the Zoom slider.
  • Min Height – Set a minimum height for the form. If you want the height to be applicable on all sides of the layout, against All Sides, toggle the Zoom slider.
  • Max Width – Set the maximum width for the form. If you want the width to be applicable on all sides of the layout, against All Sides, toggle the Zoom slider.

LeadSquared Portals Signup Form

 

6.3 Border & Radius

  • Border – Set the size, style, and colour for the border around the form. If you want the border to be applicable on all sides of the selected layout, against All Sides, toggle the Zoom slider.
  • Color – Set a colour for the form’s border. You can select a colour either from the gradient screen or enter the hex code for a specific colour.
  • Border Radius – Set the radius for the border around the form. If you want the border radius to be applicable on all sides of the layout, against All Sides, toggle the  Zoom slider.

LeadSquared Portals Signup Form

 

6.4 Background

You can either choose to leave the form’s background blank or set an image or background colour.

  • To add an image, from the dropdown, select Image. Then, click Choose Image to choose an image from your Image Library.
  • To set the background colour, from the dropdown, select Color. Then, choose a colour from the gradient screen, or enter the hex code for a specific colour.
  • Select Slide Show to extend the idea of a hero image, allowing you to present multiple images in a sequence. Click Manage Slides to add more slides.
  • To leave the background blank, from the dropdown, select None.

Portals background

You also have the option to add a Background Overlay. It enhances the readability of the text and reduces visual stress for viewers. You can enable Background Overlay by toggling enable icon the slider. It has 2 options –

  • Color Overlay – A color filter that puts a tint on the selected element to make the text more readable.
  • Blur Overlay – Customize the intensity of the blur to be added to the background.

bg overlay

 

6.5 Shadows

Set a shadow for the form.

PDesigner_8

 

6.6 Advanced

Use this class name in your custom scripts to isolate and override its style and behavior without affecting any other components in the Widget.

LSQ Widget custom class name

 

6.7 Typography

Click on any section within the form to access the typography setting.

  • Font – Select the font you want to display in that section.
  • Font Size – Enter the preferred font size for the font in that section.
  • Font Weight – From the dropdown, select how thick or thin you want the font to look.
  • Color – Select the colour for the font.

LeadSquared Portals Signup Form

 

6.8 Configurations

To set a custom font or a custom script for the LSQ Widget, click on Settings.

LSQ Widget Settings

 

7. Install LSQ Widget

7.1 Publish the Widget

  1. Once the Widget is designed click on Publish to Test to validate its functionality.
  2. Type in Change Notes and click Yes.
  3. To publish the LSQ Widget to a live environment, click Publish to Live.
  4. Once published to a live environment, click Download Widget

Installing LSQ Widget

 

7.2 Embed the Widget on your Website

The file contains a JavaScript snippet that can be pasted into your website.

iframe LSQ Widget

Note: A widget installed on your website can be updated right from the LSQ Widget Designer and published live. Further action or reinstallation is not required.

FAQs

1. Can I remove the LeadSquared logo from the Widget?

The Widget can be white-labeled. Please get in touch with your account manager for more information or contact support@leadsquared.com.

2. Can I display the Widget inside an iframe?

The Widget is already loaded inside an iframe by default. Pasting the widget code inside another iframe will create nested iframes. It’s important to note that using nested iframes can result in slower page load times, increased memory usage, and potential conflicts between different iframe styles and scripts. Due to these considerations, it is not recommended to use the widget inside an iframe.

3. Do widgets capture UTM parameters?

If the URL contains UTM parameters, the widget will capture five standard UTM parameters –

  • utm_source
  • utm_medium
  • utm_campaign
  • utm_term
  • utm_content

These parameters will be recorded in the activity data. To view the captured parameters, please navigate to the Manage Activities page where you can access and analyze the captured UTM parameter data.

4. How can we test new enhancements on a widget that is currently live?

This is the suggested way to test new enhancements –

  1. Let’s assume you have a live widget called Home Loan.
  2. You can clone the Home Loan widget to get a cloned version called Home Loan Clone (You can clone a widget by selecting the Clone option under Actions on the Manage Widgets page).
  3. Make enhancements or changes to Home Loan Clone and publish it to the test environment.
  4. If you’re satisfied with the changes in the test environment, then publish it to live.
  5. If the cloned version did not provide satisfactory results, then the original Home Loan version is still available. You can choose to delete the cloned version and create a fresh clone of the original Home Loan version.

 

Any Questions?

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