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. […]
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 […]
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 […]
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 […]
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 […]