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Integrate Cashfree with LeadSquared

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1. Feature Overview

This connector captures leads and activities (such as payment data, payment status, etc.) in real time from your Cashfree account to LeadSquared. Once the leads and activities 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 Cashfree 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 and activity data from Cashfree to your LeadSquared account, configure the Cashfree 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 Cashfree account. Once it’s set up, the activity and lead capture process are initiated.

For e.g., let’s look at two use cases –

  • New Lead – John does not exist as a lead in LeadSquared. He makes a payment through a third-party portal. Once the payment is completed, John is captured as a new lead in your LeadSquared account, and an activity is posted with the payment details.
  • Existing Lead – Paul is an existing lead in LeadSquared. He makes a payment through a third-party portal. Once the payment is completed, a payment activity is posted against Paul in LeadSquared.

 

4. Installation

You must first install and configure the Cashfree connector.

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

LeadSquared - cashfree installation

4.1 Configure the connector

Once you’ve installed the connector, on the Configure Cashfree (Payment Notifications) 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.
LeadSquared - cashfree configurations

 

5. Admin Configuration

To continue the connector configuration, navigate to Apps>Cashfree (Payment Notifications).

LeadSquared - cashfree admin configurations

5.1 Basic Settings

Enter the following details –

Property Description
Lead Source Enter the lead source through which the leads were captured (e.g., Cashfree, 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 followed in your Cashfree account.
Lead Capture Search By Criteria This is used to identify existing leads who made the payment using Cashfree.

This is also used to avoid creating 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 Cashfree.
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 identifying and capturing leads who made the payment, 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.

LeadSquared - Cashfree settings

5.2 Entity Options

Define the sync behavior of the connector when payment activities and 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 Cashfree 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 do not exist in your LeadSquared account will get created. Leads that currently exist in your LeadSquared account will get updated.
  • Create only new record – Leads that do not exist in your LeadSquared account will get created.
  • Update only existing record – Leads that currently exist in your LeadSquared account will get updated.
  • Do nothing – Leads do not get created or updated by syncing.

Note: A lead is classified as a new lead or an existing lead based on the Lead Capture Search By Criteria you’ve selected in the previous section.

LeadSquared - Cashfree Lead or contact entity

5.2.2 Mapping

On the Mapping screen, the Cashfree 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 Cashfree 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.
LeadSquared - Cashfree 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 “Cashfree” 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.

LeadSquared - Cashfree activity entity

5.3 Generate the Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead and activity capture, copy this URL and set it up on your Cashfree account.

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

Note: To configure the webhook URL, and enable other settings required to push leads from your Cashfree account to LeadSquared, refer to the Setup Instructions.

LeadSquared - Cashfree enable sync

 

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>Cashfree (Payment Notifications).
  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 payment activities posted on the same lead, using the same Search by Criteria value (e.g., with the same Email Id and the same Payment Id, etc.).
      • Leads and activities that previously contained errors, which were fixed and synced successfully.
    • Errors – 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 pushed by Cashfree.
    • 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.

LeadSquared - Cashfree view logs

 

8. Other Actions

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

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

LeadSquared - Cashfree other actions

 

9. View Reports

You can view the total number of leads that have been pushed by Cashfree, 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?

 

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!

IDfy Connector for KYC

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1. Feature Overview

IDfy offers Know Your Client (KYC) verification solutions for lending, financial, banking, HR, insurance and payment services. Integrate LeadSquared with IDfy to leverage their KYC verification services directly from your LeadSquared account.

Once integrated, you can use LeadSquared Forms and LeadSquared Portals to seamlessly verify KYC details like PAN, Aadhaar, Address, Mobile, etc.

Note: The intended audience for this article is the implementation team and the IDfy point of contact. Your involvement (as a LeadSquared customer) is not required for the connector setup and technical configuration. Post setup, sales users can refer to Initiate the KYC Process using the IDfy Connector.

Example Use Cases

You can carry out video KYC verifications when a lead –

  • Applies for a home loan/educational loan/personal loan/ automobile loan, etc.
  • Applies for a new credit card
  • Opens a Demat account
  • Re-authenticates their credit card

LeadSquared IDfy Integration

 

2. Prerequisites

  • This is a paid feature. To enable it, contact your account manager, or write to support@leadsquared.com.
  • You must be the Administrator of your LeadSquared account to install and configure this connector.
  • You must have an IDfy Account with access to their API collection for the required services.
  • In instances where 2-way KYC configurations need to be set up, the IDfy team will have to share the customer account specific Agent Portal login link.
  • In instances where you’re setting up Aadhaar/PAN document fetch via Digilocker configurations, you’ll require a Secret ID (secret key) from IDfy.

 

3. How it Works

First, install and configure the IDfy connector. Then, create a dynamic Form to facilitate the actual KYC verification for your users. Using Form Rules, trigger the KYC verification, and map the response from IDfy to display the KYC data to the end user. Once the form is created, set up a Process that displays the Form to your user when they perform an Edit action on the Lead Details page.

The IDfy integration requires the following steps –

  1. Install and configure the IDfy connector
    1. Select the configuration type (such as RBI Compliant 2-way Video KYC, etc.).
    2. Once the connector is configured, the Initiate KYC API Details and Webhook API Details are generated. Copy the –
      • Initiate KYC API Details, and use it to create a Form Rule in your LeadSquared account.
      • Webhook API Details, and pass it on to the IDfy account executive.
  2. Create a dynamic form to trigger the KYC
    1. Add the lead fields to the Form.
    2. Use the Initiate KYC API Details to create a Form Rule on this Form. This rule is used to trigger the Video KYC process.
    3. Publish the Form.
  3. Create a Process to display the Form to your users
    • Create the Process on a Lead Details Edit action.
Note: Once you’re done, your users can initiate the KYC Verification action from the Lead Details page. To know more, refer to Initiate the KYC Process using the IDfy Connector.

IDfy integration with LeadSquared

 

4. Install the Connector

  1. From your LeadSquared account, navigate to Apps>Apps Marketplace.
  2. Search for IDfy Connector, and click Install.
    • Alternatively, you can find the connector on the left panel, under Verifications.
  3. Once installed, hover your cursor over , and click Configure.

IDfy integration with LeadSquared

 

5. Configure the Connector

The LeadSquared implementation team will carry out the steps listed in this section. Please assist them by providing the required details.

5.1 API Authentication

Obtain the following details from your IDfy account, and pass them to your LeadSquared account manager –

  • Account ID – Your IDfy account’s ID. To obtain this, contact your IDfy account manager.
  • API Key – Your IDfy account’s API key. To obtain this, refer to IDfy’s API suite.
  • Secret ID (optional) – Secret key provided by your IDfy account. This is required only if you plan to use Digilocker services (Aadhaar/PAN document fetch via Digilocker).

Once you’re done, click Next.

LeadSquared IDfy KYC Integration

 

5.2 Configurations

LeadSquared has created a set of pre-defined configurations, each of which is designed to help you comply with a specific use case. Choose the configuration that’s best suited for your organization –

Note: The configurations listed below are RBI/SEBI compliant.
Configuration Type Configuration Components
RBI Compliant 2-way Video KYC Choose this when verifications have to be carried out by leads along with assistance from your users/agents.

Your leads need to complete the following verification –

  • Digilocker KYC
  • Provide consent and allow microphone, camera and location permissions

Your leads and users have to carry out the following verifications together –

  • Assisted video KYC (security questions, liveliness check and PAN screenshot capture)
  • Wet signature comparison
SEBI Compliant 1-way Video KYC Choose this when the lead needs to carry out the KYC on their own, without assistance from any user/agent from your organization. Your leads need to complete the following verification and provide the following details –

  • Capture PAN details
  • Proof of address (POA)
    • Aadhaar
    • Driving Licence
    • Passport
    • Voters ID
  • Selfie and wet signature
  • Self video KYC with review
RBI Compliant 1-way Video KYC Choose this when only the lead needs to carry out the KYC on their own, without assistance from any user in your organization. This configuration package consists of –

  • Digilocker verification
  • Self Video KYC (carried out by the lead)
RBI Compliant 2-way Video KYC with pre-verified Aadhaar Choose this when verifications have to be carried out by leads along with assistance from your users/agents.

Your leads need to complete the following verification –

  • On camera introduction
  • Provide consent and allow microphone, camera and location permissions

Your leads and users together have to carry out the assisted video KYC.
Aadhaar document fetch via Digilocker Fetches the following Aadhaar details from the lead’s Digilocker account, and populates the mapped lead fields in LeadSquared –

  • Name
  • City
  • Date of Birth
  • Gender
  • File Download URL

Once set up, your lead receives a link via email. On clicking the link they’re directed to a page to enter their Digilocker credentials. On successful authentication, the lead’s Aadhaar details are fetched and the corresponding lead fields are populated.
PAN document fetch via Digilocker Fetches the following PAN details from the lead’s Digilocker account, and populates the mapped lead fields in LeadSquared –

  • Name
  • Date of Birth
  • Gender
  • File Download URL

Once set up, your lead receives a link via email. On clicking the link they’re directed to a page to enter their Digilocker credentials. On successful authentication, the lead’s Aadhaar details are fetched and the corresponding lead fields are populated.

Once you’ve selected the configuration type best suited to solve your requirement, share the following details with your LeadSquared account manager –

  • Configuration Name – A display name for the selected configuration (e.g., RBI Compliant VKYC for Home Loan, etc.).
  • IDfy Configuration Type – The configuration type you’ve selected (e.g., RBI Compliant 2-way Video KYC). Depending on the regulatory compliance you want to opt for, choose from the RBI/SEBI options available.
  • IDfy Configuration ID – Contact your IDfy account manager to obtain the configuration ID for the configuration type (e.g., RBI Compliant 2-way Video KYC) you’ve selected.

Once all your details are entered, click Next.

Note: You can choose to build multiple configurations if required. For example, if you want to carry out RBI Compliant 2-way Video KYC and SEBI Compliant 1-way Video KYC, this can also be achieved.

IDfy integration with LeadSquared

 

5.3 Request Mapping

For the selected configuration type, map the attributes required by IDfy with the corresponding LeadSquared lead fields.

  1. Each IDfy Attribute is displayed using a relevant name (e.g., First Name, Date of Birth, etc.) along with the attribute’s data type (e.g., text, date, etc.).
  2. The Input* requirements for each field are specified.
  3. By default, the Entity is set to Lead**. This requires you to map the attributes to lead fields only.
  4. Under Entity Fields, map the attribute to the relevant LeadSquared custom or system lead field (e.g., First Name, Date of Birth, etc.).
  5. If you’ve selected RBI Compliant 2-way Video KYC or RBI Compliant 2-way Video KYC with pre-verified Aadhaar as the configuration type, your users will require the answers to the security questions they’re going to ask the lead (such as “What is the name of the city you are located in?”, etc.). Your user will use these answers to verify the lead. Under Security Question, map the Question to the corresponding lead field in which the correct answers are stored for each lead.
  6. Once you’re done, click Next.

Note:

  • *For all the attributes, the Regular Expression (Regex) is specified.  You can copy Copy the expression and use it in the LeadSquared form (under field properties) to validate the data present in a field.
  • **Only the Lead entity is supported. Activities, opportunities, accounts, etc. are not supported.
  • To map the Request attribute to a LeadSquared lead field, we recommend you create a Custom Lead Field that follows the same data type as the attribute field. Also, ensure all the Request attributes are mapped to a corresponding LeadSquared lead field.
  • The IDfy attributes displayed here depend on the configuration type you’ve selected. Each configuration type has a different set of attributes that need to be mapped.

IDfy integration with LeadSquared

 

5.4 Response Mapping

For the selected configuration type, map the response sent from IDfy to the corresponding lead fields in LeadSquared. The response is stored in the selected fields.

  1. Each IDfy Response Node is displayed using a relevant name (e.g., First Name, Date of Birth, etc.) along with the response’s data type (e.g., text, decimal, etc.). Alongside the node, hover your cursor over Icons to view the details of the response.
  2. Under Entity Fields, map the response to the relevant LeadSquared custom or system lead field (e.g., First Name, Video KYC Status, Date of Birth, etc.).
  3. Once you’re done, click Save. This completes the connector set-up process.
Note: To map the Response Node to a LeadSquared lead field, we recommend you create a Custom Lead Field that follows the same data type as the attribute field.

IDfy integration with LeadSquared

 

5.5 Initiate KYC API Details

Once the request and response fields are successfully mapped to your LeadSquared account, the Initiate KYC API Details are generated. This is an internally created API that’s used to trigger the video KYC process. Copy Copy this API’s details, and add use it to create a Form Rule. This is covered in more detail in the Create a Dynamic Form section.

IDfy integration with LeadSquared

 

5.6 Webhook API Details

Copy Copythe Webhook API Details (the URL, Method and Header), and share it with your IDfy SPOC. They’ll use these details to send the video KYC response back to your LeadSquared account.

Note: Webhook API details are not generated for Digilocker services (Aadhaar/Pan document fetch).

IDfy integration with LeadSquared

 

6. Create Custom Lead Fields for the Form

Before you create and configure a Form to initiate the KYC process, create the following lead fields –

Note: To know how to create lead fields, refer to How to Create Custom Lead Fields.
  • Trigger Video KYC – Set the Data Input Type to Dropdown, and add the options True and False.
    • Alternatively, this lead field can also be created as a checkbox.
  • Email Status – Set the Data Input Type to Text.

IDfy integration with LeadSquared

 

7.  Create a Dynamic Form for the KYC Process

Note: If you’re new to the Forms and Processes feature, see How to Create a Form. This section assumes you are familiar with setting up forms and form rules.

Once you’ve configured the connector, set up a seamless KYC process for the end-user using dynamic forms –

  1. Create a new form or edit an existing one. For more details, see How to Create a Form.
  2. Add the lead/activity/opportunity fields required for KYC to the form.
    • Ensure these fields were mapped correctly during the connector configuration and testing.
    • Add the Regex to the field-level validation properties.
  3. Add the relevant rules.

Example

In this example, we’re setting up a dynamic form using IDfy’s SEBI Compliant 1-way Video KYC configuration.

We’re using a multi-step form for this example. In the first step, we’re capturing the lead’s First and Last Name, DOB, and Email.

IDfy integration with LeadSquared

In the second step, add the Trigger Video KYC and Email Status fields to the form, and create a Form Rule using this field.

IDfy integration with LeadSquared

This rule is set up using the following example –

If ‘Trigger Video KYC’ is True,
Then Set Value of Field ‘Email Status’ using Data From API – POST <paste the API URL and Body data obtained from the Initiate KYC API Details screen> and map the message node from the response in the summary screen.

When the agent triggers the video KYC from the form, this rule ensures that a link to complete the video KKYC is generated and delivered to the lead via email. The ‘Email Status’ field is populated with the deliverability status of the email.

Alternatively, if you choose to store the ‘capture_link’ in your account (in case you want to share it with your leads manually), alongside ‘Email Status’, pass data.capture_link.

In this case, in addition to the link to complete the video KYC verification being sent to the lead via email, the ‘Email Status’ field is also populated with the KYC verification link. This link can also be shared manually by the agent with the lead if required.

IDfy integration with LeadSquared

Once you’re done, Publish the form.

 

8. Create a Process

Once the Form is published, use it to Create a Process. When you’re creating a Process, remember to –

  • Create the process At a Specific Work Area
  • Choose the starting point as Edit and/or Lead Details Edit under Lead Details.

Once the Process is set up, Publish it.

Note: This is to ensure the lead exists in your LeadSquared account, which allows us to map the response to the correct lead using the Lead ID.

IDfy integration with LeadSquared

 

9. Next Steps

Once the connector is installed, and the Forms and Processes are set up, your sales users can start initiating the KYC process for your leads. To know more, refer to Initiate the KYC Process using the IDfy 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!

Initiate the KYC Process using the IDfy Connector

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1. Feature Overview

This article is to help end users initiate the KYC Process for your leads.

Note: This article is intended for the agent (LeadSquared user) initiating/performing the KYC process. It is assumed that the IDfy Connector has already been installed and configured in your LeadSquared account.

 

2. Prerequisites

  • The IDfy Connector must be installed and configured in your account.
  • If your end user is working on a 2-way KYC process, they must be logged in to the IDfy Agent Portal, and their Status must be set to Online.

IDfy integration with LeadSquared

 

3. Initiate KYC

To initiate the KYC Process for a lead –

  1. Navigate to Leads>Manage Leads, and click on the lead you want to carry out the KYC process.
  2. On the Lead Details page, hover your cursor over the Lead Actions button, and click on the initiate KYC action that was created on your account.
  3. On the KYC Form, enter the relevant details, and from the Trigger Video KYC dropdown, select True.
  4. Once you’re done, depending on how the Form was configured, you’ll be able to view the Email Status or the capture link.
Note: To know more, refer to All you must know about a Video KYC Process.

Example – SEBI Compliant 1-way Video KYC

IDfy integration with LeadSquared

An email link to complete the KYC verification is sent to your lead. If a 2-way KYC verification flow is configured the agent must login to the IDfy agent portal to perform the video KYC process.

IDfy integration with LeadSquared

 

Example – Aadhar Document Fetch via Digilocker

LeadSquared IDfy KYC Integration

A link to authenticate the Digilocker account is sent to the lead’s email address.

LeadSquared KYC Integration IDFy

The lead’s details will be updated with the Aadhaar information from Digilocker.

LeadSquared Idfy KYC Integration

 

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!

Marvin – Feature Guide

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1. Feature Overview

Marvin is LeadSquared’s new Inside Sales Application that features significant improvements in the user experience across the platform. Marvin is designed specifically to increase the productivity of Sales Users and Sales Managers but retains similarities to the existing platform to ensure effortless adoption.

With Marvin, your sales team can –

  • Load Smart Views 60% faster.
  • Open and Save forms 50% faster.
  • Instantly add leads, activities, opportunities, and tasks at the click of a button.
  • View more leads and tasks with the improved layout.
  • Update lead search filters based on their requirements.
  • Switch between leads on the same browser tab to access multiple lead details at once.
  • Automatically view the relevant lead details when they receive an incoming call from the lead.

Note:

  • Once enabled, your Sales Users and Sales Managers can directly log into https://marvin.leadsquared.com.
  • The language displayed in Marvin can be changed from English to any of these available options –
    • Hindi.
    • Indonesian.
    • Portuguese Brazilian.
    • Spanish Latin America.
    • Vietnamese.
    • Arabic.
  • To know more about how to change language on Marvin, see Languages Available in LeadSquared.
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LeadSquared - Marvin - Smart Views

 

2. Prerequisite

To enable Marvin in your account, contact your account manager, or write to support@leadsquared.com.

 

3. Login

You can log into Marvin using your LeadSquared account credentials. Once logged in, users can check-in through the pop-up window displayed in the gif below. After checking in, the user’s availability is set to ‘Online’ by default. Users can manually mark their availability as ‘Away’.

On the bottom left of your screen, click My Profile –

  • To change your availability status, hover your cursor over your status. Then select the relevant status.
  • To check-out of Marvin, click Check-Out.
  • To sign out of Marvin, click Sign Out.
Note: Lead distribution automations can be configured to assign leads only to ‘Online’ users.
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LeadSquared - Marvin - login

 

4. Settings

View your profile, request history and personalise your account on the Settings page.

  1. On the bottom left of your screen, click My Profile.
  2. Click Settings.
  3. To view your profile, click My Profile.
  4. To view your request history, click Request History.
  5. Under Personalisation tab,
    • To change the language used in Marvin, click the dropdown under Language and select the relevant option.
    • To change the theme, click the dropdown under Theme and select the relevant option.
  6. To enable the usage of keyboard shortcuts, slide the button next to Enable Shortcuts.
  7. The Email Signature tab lets you create your signature in HTML as well as Text formats.
  8. Under the Security tab,
    • To change your password, click Reset Password.
    • To enable Two Factor Authentication, click on the button alongside Enable Two Factor Authentication. From the popup box, choose the relevant Two Factor Authentication Provider to allow you to login with. The authentication provider can be edited anytime by clicking LeadSquared - edit alongside Authentication Provider.
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LeadSquared - Marvin settings

 

5. Admin Configurations

5.1 User Redirection

When a user with Marvin enabled in their account logs into the regular platform, you can immediately redirect them to Marvin by enabling the user redirection setting –

  1. Navigate to My Profile>Settings>Security>Authentication Profiles.
  2. Click Create.
  3. Click Login Settings.
  4. Enable Redirect To Marvin.
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LeadSquared - Enable user redirection (Marvin)

 

5.2 Customise Logos and Themes

Administrators can customise Marvin’s company logo and theme by navigating to Settings>Marvin>Logo & Theme.

  • To change the logo displayed in your account, under Company Logo, click Update.
  • To change your company’s icon on the main menu and browser tab, under Favicon, click Update.
  • To change the colour of the buttons, links, and other UI elements in the application, under Primary Colour, click the dropdown and select a colour.
  • To set the theme as dark mode for all the users in your organisation, click the checkbox next to Use Dark mode as default for all users.
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LeadSquared's Marvin

 

5.3 Restriction Templates

Customise Marvin work areas and enable/disable features based on organisation workflow using Restriction Templates.

  1. Navigate to My Profile>Settings>Marvin>Restriction Templates.
  2. Click Create.
  3. Alongside the relevant feature group, click Icons.
  4. Alongside the relevant feature, click the circle to enable access.
  5. Click Save.
  6. To apply the template on users once you create it –
    1. Alongside the template, click LeadSquared - three dots ,and then click Apply Template.
    2. Select the users you wish to apply the template on and click Right Arrow.
    3. Click Save.
Note: Sensitive lead and opportunity fields that are masked through permission templates on the platform will automatically be masked on Marvin as well.
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LeadSquared - Marvin restriction templates

 

6. Smart Views

The Smart Views tab in Marvin has been designed to load 60% faster to improve the efficiency of sales users and managers. It has been redesigned to promote easier navigation within the platform and allows 40% more row visibility. Once you’ve worked on a lead and navigate back to the Smart Views page, the colour of the row with the lead changes. The user can then identify the leads they have worked on.

Once logged in, you can access Smart Views immediately on the default landing page. All Smart Views tabs are displayed vertically to make switching between tabs easier. With this feature, you can now –

  • View your leads in any order (alphabetical, highest/lowest lead score, lead stage, etc.).
  • Add and manage filters to be added on leads.
  • Configure tabs in Smart Views.
  • Change row height (small, medium, large, or extra large) for customised display of addresses, dates and other details.
  • Navigate to a specific page of Smart View by entering the page number in the page search dropdown.

Note:

  • You can also add multiple Smart Views tabs and manage them. You can create an Opportunities tab here to view and manage your opportunities.
  • The Smart Views tabs added on Marvin will not be reflected on the regular platform. However, Smart Views tabs created on the regular platform will be reflected on Marvin as well.
  • If you have Account type Smart View tabs created in your platform account, they will reflect in Marvin as well.
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LeadSquared - Marvin smart views

 

7. Dashboard

To view your shared dashboards, on the left side of the page, click

⚲

LeadSquared - dashboard icon. The structure of the dashlets here are similar to those in the regular platform.

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LeadSquared - Marvin dashboard

 

8. SIERA

8.1 Reports

If you have SIERA enabled in your account, click  to view your SIERA reports.

You can organize and find your Reports through Tags. Reports can be tagged and re-tagged by Administrators –

  1. Click on the  icon.
  2. Select Edit Tag(s).
  3. Select your tag(s).
  4. Click Save.

 

8.2 Dashboard

SIERA’s Sales User Dashboard gives you analytics and insights into your entire sales pipeline. The dashboard will give you a bird-eye view of your Call Metrics, Activity Metrics, Lead Metrics, and Task Metrics.

LeadSquared - Marvin siera reports

 

9. Apps and Integrations

To view all the apps enabled in your account, click

⚲

LeadSquared - apps icon. Admins can choose to restrict this feature for all sales users by configuring restriction templates on the regular platform.

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LeadSquared - Marvin apps

 

10. Lead Search

Lead Search has now been simplified with the new Marvin user interface. You can access a lead’s details from multiple pages across the platform. You can also use keyboard shortcuts to trigger search action.

  • To search for the leads in your account, on the left-most tab, click Search. Alternatively, press Ctrl/Cmd + k.
  • Once the search bar displays all results, hover over the relevant lead name and you can perform actions on the lead (call, quick add, or email) by clicking the relevant icons next to the lead name.
  • To view the entire list of search results, press Enter on your keyboard or click View all results.
  • You can change the arrangement of the leads displayed by –
    • Alphabetical order.
    • Highest/lowest lead score.
    • Lead stage.
    • Lead owner.
    • Last modified record.
  • Once you click on a lead, a new Lead Details tab will be created within the Marvin browser tab. Now, you can switch between different lead details tabs without exiting the current one.
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LeadSquared - Marvin Lead Search

 

11. Advanced Search

You can perform advanced search to filter and find all leads across your account based on multiple criteria. To perform advanced search –

  1. On the Smart Views tab, click .
  2. Select Add New Tab.
  3. On the Types and Details page, enter the relevant details and click Next.
  4. On the Set Condition page, click Add Condition. You can now enter the criteria required for your lead search.
  5. Once you’re done, click Create Tab.
Note: To know more about advanced search, refer to How to Use Advanced Search?
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LeadSquared - Marvin advanced search

 

12. Lead Details

The familiar yet redesigned Lead Details page in Marvin allows you to open multiple lead details tabs on the same Marvin browser. This simplifies navigation between multiple leads without having to exit the current page. With the new Overview tab on this page, users can get insight on –

  • Upcoming or overdue tasks.
  • Recent conversations initiated with the lead.
  • Activities posted on the lead.

To view the Lead Details page, double click a lead’s name on Smart Views or the Search page. On this page –

  • To edit the lead v-card on this page, alongside the lead name, click 99Acres.
  • To share the lead with another user, alongside the lead name, click share icon.
  • You can perform the following actions on the lead by clicking the relevant button alongside the lead name –
    • Add activities.
    • Add tasks.
    • Add notes.
    • Add sales activities.
    • Send email to lead.
    • Create processes.
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LeadSquared - Marvin lead details

 

13. Add leads

To add new leads through your Marvin account –

  • On the Smart Views page, click Quick Add Lead and fill the form with the lead’s details.
  • On the left most tab, click LeadSquared - quick add, then select Lead. Fill the form with the lead’s details. You can also add Opportunities the same way.
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LeadSquared - Marvin add new lead

 

14. Tasks

You can now add LeadSquared Appointments and To-do Tasks instantly on Marvin.

  • To add new tasks –
    1. On the Smart Views tab, click My Tasks.
    2. Click Create and enter the relevant details for your task.
  • Alternatively, on the left most tab, click LeadSquared - quick add. Then select Task. Fill the form with relevant details and save your task.
  • On the My Tasks page, to view task details, click the empty area in each row with the task ID.
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LeadSquared - Marvin add task

 

15. Help

For information on how to use Marvin, on the left side of the page, click

⚲

help icon.

  • Contact Support – You will be redirected to the LeadSquared helpsite.
  • Keyboard Shortcuts – View a list of all the keyboard shortcuts supported on Marvin here.
  • Product Tour – A quick product tour will be displayed to acquaint you with Marvin’s features.
  • Help Center – You will be redirected to the Marvin help article.
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LeadSquared - Marvin help

 

16. Make Calls

Marvin supports telephony integrations to allow sales users to seamlessly manage call centre actions. The telephony connectors supported in Marvin are –

To call a lead –

  • On the Smart Views page, alongside the lead’s name, click LeadSquared - three dots. Then, click Call.
  • On the Lead Details page, click the lead’s phone number.
  • On the search bar, enter the lead name. Once you find the relevant lead, click LeadSquared - call.

The new non-intrusive call pop-up is now placed at the bottom of the screen. You can view the lead details and other information on Marvin while on a call with a lead.

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LeadSquared - Marvin call

 

17. Converse

Converse lets you have real-time conversations with your leads through –

  • SMS (currently available only in the United States).
  • WhatsApp.
  • Carter (LeadSquared’s internal reminder and notifications system).

You can send and receive images, view previous conversations and more using this feature.

Note: This feature is supported in both Marvin web application and mobile application.
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LeadSquared - Marvin Converse

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

Integrate CleverTap with LeadSquared

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1. Feature Overview

This connector captures leads from your CleverTap account to LeadSquared. You can configure the connector to capture leads in real-time from your CleverTap account. Once the leads are captured, 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 CleverTap 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 CleverTap to your LeadSquared account, configure the CleverTap 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 CleverTap account. Once configured, the lead capture process is initiated.

 

4. Installation

You must first install and configure the CleverTap connector.

  1. Navigate to Apps>Apps Marketplace.
  2. Search for CleverTap, 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.

clevertap install

4.1 Configure the connector

Once you’ve installed the connector, on the Configure CleverTap 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.
clevertap config

 

5. Admin Configuration

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

clevertap 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., CleverTap, 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 CleverTap 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 CleverTap.

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.

clevertap 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 CleverTap 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 CleverTap 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 CleverTap account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your CleverTap account and LeadSquared accounts will get updated in LeadSquared.

clevertap lead sync

5.2.2 Mapping

On the Mapping screen, the CleverTap 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 CleverTap 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 CleverTap account, add or update the lead fields in LeadSquared.

clevertap lead 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 CleverTap account.

After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures that through the webhook, lead data from CleverTap 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.

clevertap webhook

 

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>CleverTap.
  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 CleverTap.
    • 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

 

7. Other Actions

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

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

clevertap other actions

 

8. View Reports

You can view the total number of leads that have been pushed by CleverTap, 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!