Important: This article covers steps to migrate from Zoom’s JWT app to Zoom’s OAuth app. Only the Zoom authentication method has changed in the LeadSquared Zoom connector, while everything else remains the same. If your LeadSquared account has any custom logic implemented for Zoom Meetings or Zoom Webinars, do not migrate before reaching out to […]
1. Feature Overview This connector sends leads from your LeadSquared account to your Bouncify account. The connector will verify a lead’s email address and then from the response, LeadSquared will post an activity against the lead. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Bouncify account. […]
1. Feature Overview This connector sends lead details like name, phone number, etc., to your SuperBot account. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active SuperBot account. This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com. 3. […]
1. Feature Overview LeadSquared’s Document Designer is a DIY feature that lets you create document templates (such as Application Forms, Fee Receipts, etc.). When a lead fills out a form on your Portal, their data is automatically populated into the document template. This template can then be previewed and downloaded by your leads from the […]
1. Feature Overview When you collect sensitive information about your leads (as part of KYC processes, etc.), which may include their identification documents, address proof, credit score, etc., you need to receive consent from the lead to collect this data. Recording the lead’s consent is helpful for audits and lets you stay compliant with government […]
1. Feature Overview This article will help you understand the best practices to follow when configuring and running your Workflow Automations on LeadSquared. 2. Prerequisites You must be the Administrator of your LeadSquared account to create and configure an Automation. Automation is a paid feature. To enable it, reach out to your account manager, […]