1. Feature Overview

In addition to the default lead capture connectors (99acres, Zendesk Chat, Google Forms, Zoom Webinars, etc.) listed on your account, you can also build your own custom connectors to capture leads and activities from other data sources.

This document will show you how to map the Entity Options on Lead Capture.

2. Prerequisites

• You must be the Administrator of your LeadSquared account.
• You must have developer experience. The custom connector requires API integration.
• API to facilitate periodic lead sync from the third-party application to LeadSquared. The API must allow leads to be fetched by date range. The API must satisfy the following conditions –
  • Only REST APIs are supported.
  • Only GET and POST methods are supported.
  • The API must return data in JSON and form-data formats.
  • Authentication must be passed through the API (using the header or query string). Complex authentication methods such as OAuth are not supported.

3. Mapping Lead or Contact Entity

1. In the View Logs section of your connector, click on a Job Status and then click on the icon under Sync API Response. Click Copy This Snippet.

2. Paste your payload into JSON Path Finder. Copy the desired mapping key from the path location. For example, if the path is x.Current.Phone, the mapping key will be Current.Phone.

3. Once you configure the Sync Behaviour, click Edit Mapping and click on the + Add Custom button.

4. Paste the mapping key into the Response Map field. Next, type in a Display Name, and map the field with a valid LeadSquared field from the Lead Field drop-down.

5. Click on the icon under Actions, and click Save & Close to save your lead mapping.

4. Mapping Custom Actions Entity

1. In the View Logs section of your connector, click on a Job Status and then click on the icon under Sync API Response. Click Copy This Snippet.

2. Paste your payload into JSON Path Finder. Copy the desired mapping key from the path location. For example, if the path is x.Current.Phone, the mapping key will be Current.Phone.

3. On LeadSquared, Alongside Call Custom Actions, enable , and click Add Custom Action.

4. Enter a Name and Description for the custom action, and click Save & Next.

5. In Param Mapping, click on the  + Add Custom button. Define the API Param based on the payload required to be posted in API. Enter the mapping key you copied into the Default Mapping Key field. The mapping key needs to be enclosed between 2 curly braces: {{Current.Phone}}.

6. In Define API Schema, you can define the Body as { "Key": "{{API Param}}" }. For example, { "phone_number": "{{phone_number}}" }.

5. Mapping Activities Entity

5.1 Mapping the activity entity when you are receiving data

1. In the View Logs section of your connector, click on a Job Status and then click on the icon under Sync API Response. Click Copy This Snippet.

2. Paste your payload into JSON Path Finder. Copy the desired mapping key from the path location. For example, if the path is x.Current.Phone, the mapping key will be Current.Phone.

3. Once you configure the Sync Behaviour, click Edit Mapping.

4. Click on + Add Custom button. Paste the mapping key into the System Field and map the field with a valid LeadSquared field in LSQ Mapping. Choose the Data Type and click the icon. Click Save & Close to save the mapping.

5.2 Mapping the activity entity when you send a sample request and receive a response through Custom Actions

Consider the following sample request and sample response –

Sample Request :

{

"phone_number" : "9987675643",

"country" : "India"

}

Sample Response:

{

"Message" : "Indian Number",

"Success" : "True"

}

1. First, copy the Action Key from a Custom Action mapping.

2. Append the value of a key from the sample response to the Action Key (ActionKey.status), and paste it into the System Field in activity mapping. For example, customActions.demo.Success.

Map the field with a valid LeadSquared field in LSQ Mapping and select the Data Type from the drop-down. click the icon.

3. Click Save & Close to save the activity mapping.

6. Map Payload of form-data Type

In addition to mapping data transferred in the JSON format between LeadSquared and your data provider, you can also map data transferred in the form-data format. This can be done from the Entity Options tab, similar to how you would map fields through the Edit Mapping action.

Listed below are some examples of key-value pairs, and how to map them –

• Single key-value pair – When there’s a single key-value pair, pass the key as the Mapping Key. In the example listed below, where the key-value pair is “submissionID”:”5819011515519341517″, use “submissionID” as the MappingKey.

• Nested key-value pair – When there’s a nested key-value pair, pass the key as the Mapping Key, with a ‘rawRequest.’ prefixing the key. In the example listed below, where the key-value pair is “q22_emaillead”:”testeefd@kdfdf.cok”, pass “rawRequest.q22_emaillead” as the MappingKey.

• Double Nested key-value pair – When there are two layers of a nested key-value pair, pass both the keys as the Mapping Key, with a ‘rawRequest.’ prefixing the key. In the example listed below, where the key-value pair is “q16_mobilelead”:{“full”:”+91-984-xxx-3882″}, pass “rawRequest.q16_mobilelead.full” as the MappingKey.

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1. Feature Overview

This connector captures leads from your Elementor Form to LeadSquared. You can configure the connector to capture leads in real-time from your Elementor 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 Elementor account with the Forms feature.
• 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 the Elementor Form to your LeadSquared account, configure the Elementor Form 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 Elementor account. Once configured, the lead capture process is initiated.

4. Installation

You must first install and configure the Elementor Form connector.

1. Navigate to Apps>Apps Marketplace.
2. Search for Elementor Form, 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.

4.1 Configure the connector

Once you’ve installed the connector, on the Configure Elementor Form 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.

5. Admin Configuration

To continue the connector configuration, navigate to Apps>Elementor Form.

5.1 Basic Settings

Enter the following details –

Property	Description
Lead Source	Enter the lead source through which the leads were captured (e.g., Elementor Form, 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 Elementor 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 Elementor Form. 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.

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

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

5.2.2 Mapping

On the Mapping screen, the Elementor Form 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 .
  • 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  slider.
• You can also mark and update a unique lead field as the search key from this screen, by clicking .
• To create a custom Elementor Form 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 .
  3. To delete a custom field, click .

Once you’re done, click Save & Next.

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 Elementor Form 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 the Elementor Form is pushed to LeadSquared.

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>Elementor Form.
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 the Elementor Form.
   • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click .

7. Other Actions

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

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

8. View Reports

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