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LeadSquared WhatsApp Integration with Bidvest Data

1. Feature Overview

The Bidvest Data WhatsApp self-serve solution enables simple, secure, and reliable customer engagement. Bidvest supports customer service and marketing initiatives through WhatsApp. If you’re using Bidvest APIs, this guide will help you integrate them with LeadSquared, allowing you to leverage WhatsApp messaging functionality directly within the platform.

We also support WhatsApp integrations through other service providers like Infobip, Zoko, Kaleyra, Wati, and Gupshup.

 

2. Prerequisites

If you’re not familiar with LeadSquared’s WhatsApp integration, see WhatsApp Business Messaging Connector. For frequently asked questions, see WhatsApp Business FAQs.

  1. Get an approved WhatsApp Business Number and Account.
  2. An active Bidvest account.
  3. To enable the Bidvest integration on your account, contact your account manager, or write to support@leadsquared.com.

 

3. Installation

For installation, refer to the WhatsApp Business Messaging Connector.

 

4. Configuration

Once the connector is installed, add and configure your WhatsApp phone numbers to the connector.

4.1 Basic Details

WhatsApp Zoko LeadSquared Integration

Field Description
WhatsApp Business Number Select the country code and enter your WhatsApp business number. This field is required. To obtain your WhatsApp business number, reach out to your Meta account representative or support team.
Account Name Provide a relevant name for your connector. This field is mandatory.
Allow Lead Generation on incoming message EnableSlider to allow automatic lead creation when you receive messages from unknown mobile numbers.
Lead Source From the dropdown, select a lead source for your leads.

Once you’re done, click Next.

 

4.2 Service Provider

From the available options, select WhatsApp Cloud, and click Next.

LeadSquared Bidvest WhatsApp Integration

4.3 Authentication Set-up

On this screen, pass the following details –

  • API Key – Enter your Bidvest account’s API key. Please contact your Bidvest account manager to obtain this.
  • Authentication Header Template – Pass the following value – {{Token}}. Ensure this is passed exactly as is, as any changes will result in failure.
  • Get Media URL – Pass the following value – https://graph.facebook.com/{{mediaId}}. Please pass this as is. Any changes made here will result in failure.
  • WhatsApp Business Account ID – You’re not required to pass anything here. Please leave this blank.
  • Product ID – Please contact your Bidvest account manager to obtain this.

Once you’re done entering all the details on the LeadSquared WhatsApp configuration pop-up, click Next.

LeadSquared Service CRM

 

4.4 Converse Settings

LeadSquared Converse is an instant messaging feature that allows you to have real-time conversations with your leads via WhatsApp.

LeadSquared WhatsApp Integration

To integrate LeadSquared Converse with WhatsApp, complete the following steps –

  1. On the Converse Settings tab, toggle the Enable Converse Slider slider.
  2. Under User Access, grant permissions to users who can communicate with leads through the LeadSquared Converse.
    • Based on Role – From the Search and Select Users dropdown, select the LeadSquared user roles that can send messages through LeadSquared Converse.
    • Advanced (User Level) – Based on the value entered in the selected user boolean field (e.g., for the user Sam, the “Is Employee” user field contains the value “Yes”), the user will be able to send messages through LeadSquared Converse. From the Select User Field dropdown, select a relevant boolean field.
  3. Functionality – The following additional settings must be configured –
    • Approved Templates – Enable this functionality to allow your users to send approved WhatsApp templates to your leads.
    • Unapproved Templates – Enable this functionality to allow your users to send unapproved WhatsApp templates to your leads. These can only be sent if the 24-hours service window is active.
    • Notify Lead Owner* – When enabled, only lead owners will get notifications of the WhatsApp messages a lead sends. When disabled, all logged-in users will receive notifications of these WhatsApp messages.
    • Sending Rich Media – Enable this functionality to allow your users to send media files in the WhatsApp messages.

Note:

  • *Message notifications are only sent to one user, i.e., either the Lead Owner or to the user (other than the Lead Owner) that sent the WhatsApp message to the lead. When the Notify Lead Owner setting is enabled, only the Lead Owner will get notified, while the user who sent the message will not get a notification.
  • If you enable the Send Rich Media option, you must also enable the Approved Templates option. This ensures that you can add your media files to a template when messaging your leads.

LeadSquared Gupshup Integration

 

4.5 Advanced Settings

On this screen, provide the following details –

  • Activity Mapping – A LeadSquared activity field to capture your WhatsApp messages. This is the activity that will be posted every time a WhatsApp message is sent or received.
  • Default WhatsApp Number Fields – The number you set as the default phone number will be automatically selected when you’re sending a WhatsApp message to a lead. You can also select other numbers that are available from the Add Another Number dropdown.
  • Default Country Code – The default country code will be used to send messages to a phone number that’s stored in a custom field, if no country code is listed.
  • Enable Rich Media Template Support – If you want to include media files in your WhatsApp message, you must enable the Slider slider.
  • Show URL Preview in Custom Messages – Enable the sliderSlider to allow for URL previews in non-templatized WhatsApp messages.
  • Compliance Type – Here, you can select the compliance type for the WhatsApp template, by choosing either WhatsApp Opt-out or Opt-in.
  • WhatsApp Opt-out – Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field. From the dropdown, select a LeadSquared lead field for the WhatsApp opt-in/opt-out functionality.
  • Blacklist Incoming Messages – If required, you can enable this option to blacklist incoming messages from specific numbers. This is useful when you want to block numbers that send inappropriate messages to your users. Once enabled, enter the phone numbers in the text box available on the right side of your screen. You can add phone numbers with 7-12 digits (excluding the country code). This option is available only when the Allow Lead Generation on incoming messages setting is enabled.
Note: You must create a custom lead field of boolean type to map to the WhatsApp opt-out functionality. For example, you may create a custom lead field called “WhatsApp Opt Out”. Leads for whom the field is selected/checked won’t receive WhatsApp messages.

Click Save & Close when you’re done.

  • If your credentials are correct, you’ll see the success message highlighted below.
  • If they were incorrect, the integration will fail.

Interakt LeadSquared Integration

 

5. Webhook Configuration

Please share the webhook generated in LeadSquared with your Bidvest account manager, and they will configure it on your account.

 

6. Conversing with Leads via WhatsApp

Integrating Converse with LeadSquared’s WhatsApp connector will enable your users to have real-time conversations with your leads through WhatsApp. Using templatized messages, you’ll be able to attach and send media files (such as images, documents, etc.) in your conversations. To know more, refer to LeadSquared Converse.

LeadSquared WhatsApp Integration

 

7. Next Steps

Once the connector is successfully installed, you can proceed to add WhatsApp templates and finally message your leads. For details, see Adding WhatsApp Templates to LeadSquared.

 

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!

Data Posted by Webhooks

1. Feature Overview

This article contains the data posted for LeadSquared webhook events.

 

2. Lead Webhook Triggers

2.1 Lead Creation Webhook

{"ProspectID":"e4954e47-ea2c-49e1-b3c3-1fb58e77bd92","ProspectAutoId":"1811","FirstName":"Jack","LastName":"Reynor","EmailAddress":"jackreynor@example.com","Origin":"Lead Add Form","Phone":"+91-9876556789","Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","EngagementScore":"0","ProspectActivityName_Max":null,"ProspectActivityDate_Max":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-09-20 13:35:25","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-20 13:35:25","LeadConversionDate":"2024-09-20 13:35:25","StatusCode":"0","StatusReason":"0","IsLead":"1","mx_Country":null,"LastModifiedOn":"2024-09-20 13:35:25","mx_Do_You_Have_a_Co_Applicant":"Yes","mx_Identification_Documents":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Doctors":"Hippocrates","mx_WhatsApp_Opt_Out":"0","mx_Products":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Docs":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"On Going\"}","mx_Video_KYC":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Degree":"MA Psychology","mx_Documentation":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Options":"Option 1","mx_Course":"BTech","mx_Payment_Status":"Paid","mx_Payment_Mode":"Offline","mx_Course_Family":"Masters","NotableEvent":"Created","NotableEventdate":"2024-09-20 13:35:25","SourceReferrer":"","LastVisitDate":null,"CurrentOptInStatus":"Unknown","QualityScore01":null,"ConversionReferrerURL":null,"IsPrimaryContact":"0","SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":"Aadhaar","mx_Disposition":"Issue Resolved","mx_Identification_Type":"Passport","LeadLastModifiedOn":"2024-09-20 13:35:25","OwnerIdName":"Sri Sudhan","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com","CreatedByName":"Sri Sudhan","ModifiedByName":"Sri Sudhan","Account_CompanyName":"Education 101","Account_ShortName":"t20170817174751","Account_TimeZone":"Asia/Kolkata","Account_Website":"lshelp.staging.wpengine.com","Account_Street1":"123 Street","Account_City":"Bengaluru","Account_State":"Karnataka","Account_Country":"India","Account_Phone":"+91-8556010497","Owner_FirstName":"Sri Sudhan","Owner_EmailAddress":"sri.sudhan@leadsquared.com","Owner_FullName":"Sri Sudhan","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"+91-9000000000","Org_ShortCode":"22824","Account_Address":"Education 101{mxnewline}123 Street,{mxnewline},Bengaluru,Karnataka{mxnewline} {mxnewline}India.","CreatedByEmail":"sri.sudhan@leadsquared.com","ModifiedByEmail":"sri.sudhan@leadsquared.com","CanUpdate":"true"}

2.2 Lead Delete

[{"ProspectID":"0b153d3c-0c4e-40e7-8183-3fd128074196","ProspectAutoId":"1105","FirstName":"Han","LastName":"Solo","EmailAddress":null,"Company":"Example Company","Origin":"API","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"Source":"","SourceMedium":"","Notes":null,"SourceCampaign":"","SourceContent":"","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":"0","PageViewsPerVisit":"0","AvgTimePerVisit":"0","RelatedProspectId":null,"ProspectActivityId_Min":"6a741d35-7e54-4cb6-8f62-efcfddc10aaf","ProspectActivityDate_Min":"2019-05-07 10:40:10","Web_Referrer":"","Web_RefKeyword":"","ProspectActivityId_Max":"6a741d35-7e54-4cb6-8f62-efcfddc10aaf","ProspectActivityName_Max":"Lead Capture","ProspectActivityDate_Max":"2019-05-07 10:40:10","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"3b1041fb-8374-11e7-8758-0a106ee76b21","CreatedBy":"3b1041fb-8374-11e7-8758-0a106ee76b21","CreatedOn":"2019-05-07 10:40:10","ModifiedBy":"3b1041fb-8374-11e7-8758-0a106ee76b21","ModifiedOn":"2023-08-01 11:08:10","LeadConversionDate":"2019-05-07 10:40:10","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":"Bangalore","mx_State":null,"mx_Country":"Afghanistan","mx_Zip":null,"LastModifiedOn":"2023-08-01 11:08:44","mx_Weight_Division":null,"mx_Gym":null,"mx_Athlete_Age":null,"mx_Secondary_Email_Address":null,"mx_Secondary_Email":null,"mx_Custom_Score":null,"mx_Age":null,"mx_12th_Grade_Results":null,"JobTitle":null,"mx_Co_Applicant_First_Name":null,"mx_Co_Applicant_Last_Name":null,"mx_Co_Applicant_Email":null,"mx_Permanent_Address_1":null,"mx_Permanent_Address_2":null,"mx_Do_You_Have_a_Co_Applicant":null,"mx_Is_Permanent_Address_Same_as_Current_Address":null,"mx_Renewal_Date":null,"mx_Identification":null,"mx_Identification_Documents":null,"mx_Doctors":null,"mx_Product":null,"mx_WhatsApp_Opt_Out":null,"mx_Date_of_Birth":null,"mx_PAN_Number":null,"mx_Fathers_Name":null,"mx_Product_Price":null,"mx_Product_Specification":null,"mx_Products":null,"mx_Docs":null,"mx_Retype_Password":null,"mx_Donation_Amount":null,"mx_Course_Type":null,"mx_Application_Submitted_On":null,"mx_Video_KYC":null,"mx_Company":null,"mx_Aadhaar_Number":null,"mx_Degree":null,"mx_Documentation":null,"mx_Options":null,"mx_Passport_Number":null,"mx_SSN":null,"mx_Course":"MBA","mx_Payment_Status":"Paid","mx_Payment_Mode":"Debit Card","mx_Course_Family":"Masters","mx_Payment_Amount":"230451","NotableEvent":"Modified","NotableEventdate":"2023-08-01 11:08:10","SourceReferrer":"","LastVisitDate":"2019-05-07 10:40:10","LeadAge":"1963","CurrentOptInStatus":null,"LastOptInEmailSentDate":null,"MailingPreferences":null,"OptInDate":null,"OptInDetails":null,"mx_Portal_IsPortalUser":null,"QualityScore01":null,"FacebookId":null,"GooglePlusId":null,"GTalkId":null,"LinkedInId":null,"PhotoUrl":null,"SkypeId":null,"TwitterId":null,"CompanyType":null,"ConversionReferrerURL":null,"DoNotTrack":null,"IsPrimaryContact":"0","Latitude":null,"Longitude":null,"RelatedCompanyId":null,"SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":null,"mx_Disposition":null,"mx_Identification_Type":null,"mx_Malfunction_error_example":null,"mx_Pan_Card_Number":null,"mx_Rate_of_Interest":null,"mx_School":null,"RelatedCompanyIdName":null,"RelatedCompanyOwnerId":null,"CompanyTypeName":null,"CompanyTypePluralName":null,"LeadLastModifiedOn":"2023-08-01 11:08:44","OwnerIdName":"Vir Singh","OwnerIdEmailAddress":"virkdsingh@gmail.com","Groups":"","CreatedByName":"Vir Singh","ModifiedByName":"Vir Singh","Account_CompanyName":"Education 101","Account_ShortName":"t20170817174751","Account_TimeZone":"Asia/Kolkata","Account_Website":"lshelp.staging.wpengine.com","Account_Street1":"123 Street","Account_Street2":"","Account_City":"Bengaluru","Account_State":"Karnataka","Account_Country":"India","Account_Zip":"","Account_Fax":"","Account_Phone":"+91-8556010497","Owner_FirstName":"Vir","Owner_MiddleName":"","Owner_LastName":"Singh","Owner_EmailAddress":"virkdsingh@gmail.com","Owner_FullName":"Vir Singh","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"+91-999988888","Org_ShortCode":"22824","Account_Address":"Education 101{mxnewline}123 Street,{mxnewline},Bengaluru,Karnataka{mxnewline} {mxnewline}India.","Total":"1","CanUpdate":"true"}]

2.3 Lead Field Value Change

{"Before":{"ProspectID":"9e6ec6de-5a2a-4833-98c2-53145d6222f1","ProspectAutoId":"1770","FirstName":"Shamar","LastName":"Joseph","EmailAddress":"srisudhanr@gmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Prospect","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 11:23:12","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-07-09 07:31:55","mx_Country":null,"LastModifiedOn":"2024-08-09 03:55:12","NotableEvent":"Email Opened","NotableEventdate":"2024-07-09 11:23:12","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-08-09 03:55:12","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com"},"After":{"ProspectID":"9e6ec6de-5a2a-4833-98c2-53145d6222f1","ProspectAutoId":"1770","FirstName":"Shamar","LastName":"Joseph","EmailAddress":"srisudhanr@gmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Prospect","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 11:23:12","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-20 14:23:43","mx_Country":"Guyana","LastModifiedOn":"2024-09-20 14:23:43","NotableEvent":"Modified","NotableEventdate":"2024-09-20 14:23:43","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:23:43","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com"}}

2.4 Lead Merge

{"Parent":[{"ProspectID":"e9783ae9-6767-4387-acc3-25b2d3c9222e","ProspectAutoId":"1768","FirstName":"Oshin","LastName":"Anand","EmailAddress":"oshinranand@gmail.com","Company":null,"Origin":"Lead Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"-30","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"88cb90e4-3dc4-11ef-a77e-0ac989580241","ProspectActivityDate_Min":"2024-07-09 07:21:49","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"88cb90e4-3dc4-11ef-a77e-0ac989580241","ProspectActivityName_Max":"Email Bounced","ProspectActivityDate_Max":"2024-07-09 12:51:51","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-07-09 12:51:47","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-07-09 12:51:47","LeadConversionDate":"2024-07-09 12:51:47","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-07-09 07:26:18","mx_Weight_Division":null,"mx_Gym":null,"mx_Athlete_Age":null,"mx_Secondary_Email_Address":null,"mx_Secondary_Email":null,"mx_Custom_Score":null,"mx_Age":null,"mx_12th_Grade_Results":null,"JobTitle":null,"mx_Co_Applicant_First_Name":null,"mx_Co_Applicant_Last_Name":null,"mx_Co_Applicant_Email":null,"mx_Permanent_Address_1":null,"mx_Permanent_Address_2":null,"mx_Do_You_Have_a_Co_Applicant":null,"mx_Is_Permanent_Address_Same_as_Current_Address":null,"mx_Renewal_Date":null,"mx_Identification":null,"mx_Identification_Documents":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Doctors":"Hippocrates","mx_Product":null,"mx_WhatsApp_Opt_Out":"0","mx_Date_of_Birth":null,"mx_PAN_Number":null,"mx_Fathers_Name":null,"mx_Product_Price":null,"mx_Product_Specification":null,"mx_Products":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Docs":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"On Going\"}","mx_Retype_Password":null,"mx_Donation_Amount":null,"mx_Course_Type":null,"mx_Application_Submitted_On":null,"mx_Video_KYC":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Company":null,"mx_Aadhaar_Number":null,"mx_Degree":"MA Psychology","mx_Documentation":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Options":"Option 1","mx_Passport_Number":null,"mx_SSN":null,"mx_Course":null,"mx_Payment_Status":null,"mx_Payment_Mode":null,"mx_Course_Family":null,"mx_Payment_Amount":null,"NotableEvent":"Email Bounced","NotableEventdate":"2024-07-09 12:51:51","SourceReferrer":"","LastVisitDate":"2024-07-09 12:51:51","LeadAge":"73","CurrentOptInStatus":"Unknown","LastOptInEmailSentDate":null,"MailingPreferences":null,"OptInDate":null,"OptInDetails":null,"mx_Portal_IsPortalUser":null,"QualityScore01":null,"FacebookId":null,"GooglePlusId":null,"GTalkId":null,"LinkedInId":null,"PhotoUrl":null,"SkypeId":null,"TwitterId":null,"CompanyType":null,"ConversionReferrerURL":null,"DoNotTrack":null,"IsPrimaryContact":"0","Latitude":null,"Longitude":null,"RelatedCompanyId":null,"SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":null,"mx_Disposition":null,"mx_Identification_Type":null,"mx_Malfunction_error_example":null,"mx_Pan_Card_Number":null,"mx_Rate_of_Interest":null,"mx_School":null,"RelatedCompanyIdName":null,"RelatedCompanyOwnerId":null,"CompanyTypeName":null,"CompanyTypePluralName":null,"LeadLastModifiedOn":"2024-07-09 12:56:18","OwnerIdName":"Sri Sudhan","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com","Groups":"","CreatedByName":"Sri Sudhan","ModifiedByName":"Sri 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12:55:38","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-07-09 12:55:38","LeadConversionDate":"2024-07-09 12:55:38","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-08-09 03:55:12","mx_Weight_Division":null,"mx_Gym":null,"mx_Athlete_Age":null,"mx_Secondary_Email_Address":null,"mx_Secondary_Email":null,"mx_Custom_Score":null,"mx_Age":null,"mx_12th_Grade_Results":null,"JobTitle":null,"mx_Co_Applicant_First_Name":null,"mx_Co_Applicant_Last_Name":null,"mx_Co_Applicant_Email":null,"mx_Permanent_Address_1":null,"mx_Permanent_Address_2":null,"mx_Do_You_Have_a_Co_Applicant":"Yes","mx_Is_Permanent_Address_Same_as_Current_Address":null,"mx_Renewal_Date":null,"mx_Identification":null,"mx_Identification_Documents":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Doctors":"Hippocrates","mx_Product":null,"mx_WhatsApp_Opt_Out":"0","mx_Date_of_Birth":null,"mx_PAN_Number":null,"mx_Fathers_Name":null,"mx_Product_Price":null,"mx_Product_Specification":null,"mx_Products":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Docs":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"On Going\"}","mx_Retype_Password":null,"mx_Donation_Amount":null,"mx_Course_Type":null,"mx_Application_Submitted_On":null,"mx_Video_KYC":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Company":null,"mx_Aadhaar_Number":null,"mx_Degree":"MA Psychology","mx_Documentation":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Options":"Option 1","mx_Passport_Number":null,"mx_SSN":null,"mx_Course":"BTech","mx_Payment_Status":"Paid","mx_Payment_Mode":"Offline","mx_Course_Family":"Masters","mx_Payment_Amount":null,"NotableEvent":"Email Opened","NotableEventdate":"2024-07-09 13:23:09","SourceReferrer":"","LastVisitDate":"2024-07-09 13:23:09","LeadAge":"73","CurrentOptInStatus":"Unknown","LastOptInEmailSentDate":null,"MailingPreferences":null,"OptInDate":null,"OptInDetails":null,"mx_Portal_IsPortalUser":null,"QualityScore01":null,"FacebookId":null,"GooglePlusId":null,"GTalkId":null,"LinkedInId":null,"PhotoUrl":null,"SkypeId":null,"TwitterId":null,"CompanyType":null,"ConversionReferrerURL":null,"DoNotTrack":null,"IsPrimaryContact":"0","Latitude":null,"Longitude":null,"RelatedCompanyId":null,"SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":"Aadhaar","mx_Disposition":"Issue Resolved","mx_Identification_Type":"Passport","mx_Malfunction_error_example":null,"mx_Pan_Card_Number":null,"mx_Rate_of_Interest":null,"mx_School":null,"RelatedCompanyIdName":null,"RelatedCompanyOwnerId":null,"CompanyTypeName":null,"CompanyTypePluralName":null,"LeadLastModifiedOn":"2024-08-09 09:25:12","OwnerIdName":"Sri Sudhan","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com","Groups":"","CreatedByName":"Sri Sudhan","ModifiedByName":"Sri Sudhan","Account_CompanyName":"Education 101","Account_ShortName":"t20170817174751","Account_TimeZone":"Asia/Kolkata","Account_Website":"lshelp.staging.wpengine.com","Account_Street1":"123 Street","Account_Street2":"","Account_City":"Bengaluru","Account_State":"Karnataka","Account_Country":"India","Account_Zip":"","Account_Fax":"","Account_Phone":"+91-8556010497","Owner_FirstName":"Sri Sudhan","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"sri.sudhan@leadsquared.com","Owner_FullName":"Sri Sudhan","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"+91-9000000000","Org_ShortCode":"22824","Account_Address":"Education 101{mxnewline}123 Street,{mxnewline},Bengaluru,Karnataka{mxnewline} {mxnewline}India.","CanUpdate":"true"}],"CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-09-20 14:31:00","CreatedByName":"Sri Sudhan","CreatedByEmail":"sri.sudhan@leadsquared.com"}

2.5 Lead Ownership Change

{"Before":{"ProspectID":"9e6ec6de-5a2a-4833-98c2-53145d6222f1","ProspectAutoId":"1770","FirstName":"Shamar","LastName":"Joseph","EmailAddress":"srisudhanr@gmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Prospect","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 11:23:12","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-20 14:23:43","LastModifiedOn":"2024-09-20 14:23:43","NotableEventdate":"2024-09-20 14:23:43","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:23:43","OwnerIdName":"Sri Sudhan","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com","Owner_FirstName":"Sri Sudhan","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"sri.sudhan@leadsquared.com","Owner_FullName":"Sri Sudhan","Owner_AssociatedPhoneNumbers":"+91-9000000000"},"After":{"ProspectID":"9e6ec6de-5a2a-4833-98c2-53145d6222f1","ProspectAutoId":"1770","FirstName":"Shamar","LastName":"Joseph","EmailAddress":"srisudhanr@gmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Prospect","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 11:23:12","OwnerId":"a443f7b7-d1fd-11ec-993a-06f221480cd8","ModifiedOn":"2024-09-20 14:33:46","LastModifiedOn":"2024-09-20 14:33:46","NotableEventdate":"2024-09-20 14:33:46","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:33:46","OwnerIdName":"Joseph","OwnerIdEmailAddress":"vir.singh@leadsquared.com","Owner_FirstName":"Joseph","Owner_MiddleName":null,"Owner_LastName":null,"Owner_EmailAddress":"vir.singh@leadsquared.com","Owner_FullName":"Joseph","Owner_AssociatedPhoneNumbers":""}}

2.6 Lead Score Change

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2.7 Lead Stage Change

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2.8 Lead Update

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2.9 Lead Activity Creation

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2.10 Lead Activity Update

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3. Opportunity Webhook Triggers

3.1 Opportunity Create

{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","RelatedProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:01:00","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","Status":"Open","Owner":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","mx_Custom_1":"Kenny Bania - Automobile Loan","mx_Custom_2":"Prospecting","mx_Custom_3":"","mx_Custom_20":"","mx_Custom_21":"","mx_Custom_22":"","mx_Custom_23":"","mx_Custom_5":"","mx_Custom_6":"350000","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_19":"","mx_Custom_4":"[{\"SchemaName\":\"mx_CustomObject_1\",\"Value\":\"\"},{\"SchemaName\":\"mx_CustomObject_2\",\"Value\":\"66a03568.png\"},{\"SchemaName\":\"mx_CustomObject_3\",\"Value\":\"\"},{\"SchemaName\":\"mx_CustomObject_4\",\"Value\":\"\"}]","ActivityEvent_Note":""}

3.2 Opportunity Delete

{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","RelatedProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:11:06","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ActivityEvent_Note":"","Owner":"64abc64f-8344-11ec-a0ca-0a2d147548fe","Status":"Open","mx_Custom_1":"Kenny Bania - Automobile Loan","mx_Custom_2":"Negotiation","mx_Custom_3":"","mx_Custom_20":"","mx_Custom_21":"","mx_Custom_22":"","mx_Custom_23":"","mx_Custom_5":"","mx_Custom_6":"450000","mx_Custom_7":"","mx_Custom_8":"2024-10-04 16:10:00","mx_Custom_9":"","mx_Custom_10":"f7e7cd59-10a5-43e4-b415-75d3d270cbb4","mx_Custom_11":"","mx_Custom_19":"","mx_Custom_4":"[{\"SchemaName\":\"mx_CustomObject_1\",\"Value\":\"\"},{\"SchemaName\":\"mx_CustomObject_2\",\"Value\":\"66a03568.png\"},{\"SchemaName\":\"mx_CustomObject_3\",\"Value\":\"\"},{\"SchemaName\":\"mx_CustomObject_4\",\"Value\":\"\"}]"}

3.3 Opportunity Field Value Change

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3.4 Opportunity Stage/Status Change

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3.5 Opportunity Update

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4. Leave Management

4.1 Leave Create

{"LeaveId":"062df7b8-776d-11ef-a77e-0ac989580241","UserId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","UserName":"Sri Sudhan","EmailAddress":"sri.sudhan@leadsquared.com","LeaveStart":"2024-09-22 18:30:00","LeaveEnd":"2024-09-23 18:29:59","Reason":"Leave","CreatedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedByEmailAddress":"sri.sudhan@leadsquared.com","CreatedOn":"2024-09-20 16:26:01"}

4.2 Leave Update

{"LeaveId":"062df7b8-776d-11ef-a77e-0ac989580241","UserId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","UserName":"Sri Sudhan","EmailAddress":"sri.sudhan@leadsquared.com","Before":{"LeaveStart":"2024-09-22 18:30:00","LeaveEnd":"2024-09-23 18:29:59","Reason":"Leave","ModifiedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedByEmailAddress":"sri.sudhan@leadsquared.com","ModifiedOn":"2024-09-20 16:26:01"},"After":{"LeaveStart":"2024-09-23 18:30:00","LeaveEnd":"2024-09-24 18:29:59","Reason":"Had to reschedule","ModifiedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedByEmailAddress":"sri.sudhan@leadsquared.com","ModifiedOn":"2024-09-20 16:26:58"}}

4.3 Leave Delete

{"LeaveId":"062df7b8-776d-11ef-a77e-0ac989580241","UserId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","UserName":"Sri Sudhan","EmailAddress":"sri.sudhan@leadsquared.com","LeaveStart":"2024-09-23 18:30:00","LeaveEnd":"2024-09-24 18:29:59","Reason":"Had to reschedule","DeletedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","DeletedByName":"Sri Sudhan ","DeletedByEmailAddress":"sri.sudhan@leadsquared.com","DeletedOn":"2024-09-20 16:27:52"}

 

5. Task Management

5.1 Task Create

{"Event":"Task_Creation","Data":{"TaskId":"0a83afb0-781b-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskTypeConfiguration":"{\"Id\":\"3c8c1a5b-8374-11e7-ab78-02de49b06427\",\"Name\":\"Meeting\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"System\",\"CreatedOn\":\"2017-08-17T17:48:11Z\",\"ModifiedBy\":\"Sri Sudhan\",\"ModifiedByEmail\":\"sri.sudhan@leadsquared.com\",\"ModifiedOn\":\"2021-11-24T07:07:06Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Description\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1}]}\",\"Color\":\"#EFBAE7\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","RelatedEntityId":"0723558d-af29-44cf-bf91-72b4c9a39b19","RelatedEntityType":"Lead","DueDateUTCTime":"2024-09-21 13:30:00","DueDateLocalTime":"2024-09-21 19:00:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTime":"","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByEmail":"sri.sudhan@leadsquared.com","CreatedOn":"2024-09-21 13:11:40","EndDateUTCTime":"2024-09-21 14:00:00","EndDateLocalTime":"2024-09-21 19:30:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"New York","Latitude":"0.00000000","Longitude":"0.00000000","PercentCompleted":"0","Priority":"","mx_Custom_1":""}}

5.2 Task Update

{"Event":"Task_Update","Before":{"TaskId":"1fe38704-781c-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskTypeConfiguration":"{\"Id\":\"3c8c1a5b-8374-11e7-ab78-02de49b06427\",\"Name\":\"Meeting\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"System\",\"CreatedOn\":\"2017-08-17T17:48:11Z\",\"ModifiedBy\":\"Sri Sudhan\",\"ModifiedByEmail\":\"sri.sudhan@leadsquared.com\",\"ModifiedOn\":\"2021-11-24T07:07:06Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Description\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1}]}\",\"Color\":\"#EFBAE7\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","DueDateUTCTime":"2024-09-21 13:40:00","DueDateLocalTime":"2024-09-21 19:10:00","ReminderInMinutes":"15","ReminderBeforeDays":"0","ReminderTime":null,"NotifyBy":"1000","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","OwnerName":"Sri Sudhan","OwnerEmailAddress":"sri.sudhan@leadsquared.com","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedOn":"2024-09-21 13:19:26","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedOn":"2024-09-21 13:19:26","CompletedOnUTCTime":"0001-01-01 00:00:00","CompletedOnLocalTime":"0001-01-01 00:00:00","EndDateUTCTime":"2024-09-21 14:10:00","EndDateLocalTime":"2024-09-21 19:40:00","EffortEstimate":null,"EffortEstimateUnit":"","TaskAutoId":"T588","Validate":false,"Status":0,"Location":"New York","PercentCompleted":"0","Priority":""},"After":{"TaskId":"1fe38704-781c-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskTypeConfiguration":"{\"Id\":\"3c8c1a5b-8374-11e7-ab78-02de49b06427\",\"Name\":\"Meeting\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"System\",\"CreatedOn\":\"2017-08-17T17:48:11Z\",\"ModifiedBy\":\"Sri Sudhan\",\"ModifiedByEmail\":\"sri.sudhan@leadsquared.com\",\"ModifiedOn\":\"2021-11-24T07:07:06Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Description\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1}]}\",\"Color\":\"#EFBAE7\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","DueDateUTCTime":"2024-09-21 13:40:00","DueDateLocalTime":"2024-09-21 19:10:00","ReminderInMinutes":"15","ReminderBeforeDays":"0","ReminderTime":null,"NotifyBy":"1100","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","OwnerName":"Sri Sudhan","OwnerEmailAddress":"sri.sudhan@leadsquared.com","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedOn":"2024-09-21 13:19:26","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedOn":"2024-09-21 13:20:40","CompletedOnUTCTime":"0001-01-01 00:00:00","CompletedOnLocalTime":"0001-01-01 00:00:00","EndDateUTCTime":"2024-09-21 14:10:00","EndDateLocalTime":"2024-09-21 19:40:00","EffortEstimate":null,"EffortEstimateUnit":"","TaskAutoId":"T588","Validate":false,"Status":0,"Location":"New York","PercentCompleted":"0","Priority":""}}

5.3 Task Reminder

{"Event":"Task_ReminderSent","Data":{"TaskId":"74d9b8eb-798c-11ef-a77e-0ac989580241","TaskName":"Follow-Up: George Costanza","TaskType":"{\"Id\":\"3c8c1673-8374-11e7-ab78-02de49b06427\",\"Name\":\"Follow-Up\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":true,\"Sequence\":1,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"System\",\"CreatedOn\":\"2017-08-17T17:48:11Z\",\"ModifiedBy\":\"Vir Singh\",\"ModifiedByEmail\":\"virkdsingh@gmail.com\",\"ModifiedOn\":\"2024-02-22T08:07:44Z\",\"ShowOrganiserCalendarInvite\":false,\"ShowOwnerCalendarInvite\":false,\"ShowLeadCalendarInvite\":false,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"EndDate\\\",\\\"DisplayName\\\":\\\"End Date\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"EffortEstimateUnit\\\",\\\"DisplayName\\\":\\\"Effort Estimate Unit\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":false}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"185b45a7-a5e8-402d-8cf0-d0d26f808dbe","RelatedEntityId":"185b45a7-a5e8-402d-8cf0-d0d26f808dbe","RelatedEntityType":"Lead","RelatedOpportunityId":"[{MXVAR_TaskAssociatedOpportunityId}]","RelatedOpportunityType":"[{MXVAR_TaskAssociatedOpportunityType}]","DueDateUTCTime":"2024-09-23 09:35:00","DueDateLocalTime":"2024-09-23 15:05:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTimeUTC":"","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","EndDateUTCTime":"2024-09-23 10:05:00","EndDateLocalTime":"2024-09-23 15:35:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"","PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

5.4 Task Complete

{"Event":"Task_Complete","Data":{"TaskId":"04901f02-4d0c-11ec-993a-06f221480cd8","TaskName":"Document Collection","TaskType":"0500cfd9-4cf5-11ec-993a-06f221480cd8","TaskTypeConfiguration":"{\"Id\":\"0500cfd9-4cf5-11ec-993a-06f221480cd8\",\"Name\":\"Document Collection\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":false,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"tomorrow\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":\"30\",\"ValueUnit\":\"Minute\",\"Values\":null}},\"PreventConflict\":false,\"Sequence\":9,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Srisudhan R\",\"CreatedOn\":\"2021-11-24T07:06:17Z\",\"ModifiedBy\":\"Srisudhan R\",\"ModifiedByEmail\":null,\"ModifiedOn\":\"2021-11-24T07:06:44Z\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Description\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Location\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1}]}\",\"Color\":\"\",\"Category\":1,\"OpenCompletedTasks\":true}","TaskDescription":"I'm assigning a new task","LeadId":"6f75b09d-0187-45d6-86dd-f848bd5a0aca","DueDateUTCTime":"2022-10-10 10:11:23","DueDateLocalTime":"2022-10-10 15:41:23","ReminderInMinutes":"30","ReminderBeforeDays":"0","ReminderTime":"03:30:00","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CompletedBy":"Sri Sudhan","CompletedByEmail":"sri.sudhan@leadsquared.com","CreatedOn":"2021-11-24 09:50:55","EndDateUTCTime":"2025-06-27 13:15:00","EndDateLocalTime":"2025-06-27 18:45:00","EffortEstimate":null,"EffortEstimateUnit":null,"CompletedOnUTCTime":"2024-09-21 13:21:45","CompletedOnLocalTime":"2024-09-21 18:51:45","Location":"","PercentCompleted":"0","Priority":"","RelatedEntityId":"6f75b09d-0187-45d6-86dd-f848bd5a0aca","RelatedEntityType":"Lead","mx_Custom_1":"None"}}

5.5 Task Cancel

{"Event":"Task_Cancel","Data":[{"TaskId":"0a83afb0-781b-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","DueDateUTCTime":"2024-09-21 13:30:00","ReminderInMinutes":"15","ReminderBeforeDays":"0","ReminderTime":null,"NotifyBy":"1100","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","OwnerName":"Sri Sudhan","OwnerEmailAddress":"sri.sudhan@leadsquared.com","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedOn":"2024-09-21 13:11:40","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedOn":"2024-09-21 13:17:26","CompletedOnUTCTime":"0001-01-01 00:00:00","EndDateUTCTime":"2024-09-21 14:00:00","EffortEstimate":null,"EffortEstimateUnit":"","TaskAutoId":"T587","Status":2,"Location":"New York","PercentCompleted":"0","Priority":""}]}

5.6 Task Delete

{"Event":"Task_Delete","Data":[{"TaskId":"0a83afb0-781b-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","DueDateUTCTime":"2024-09-21 13:30:00","ReminderInMinutes":"15","ReminderBeforeDays":"0","ReminderTime":null,"NotifyBy":"1100","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","OwnerName":"Sri Sudhan","OwnerEmailAddress":"sri.sudhan@leadsquared.com","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedOn":"2024-09-21 13:11:40","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan ","ModifiedOn":"2024-09-21 13:18:09","CompletedOnUTCTime":"0001-01-01 00:00:00","EndDateUTCTime":"2024-09-21 14:00:00","EffortEstimate":null,"EffortEstimateUnit":"","TaskAutoId":"T587","Status":2,"Location":"New York","PercentCompleted":"0","Priority":""}]}

 

6. User Management

6.1 User Create

[{"UserId":"87e34381-78b1-11ef-a77e-0ac989580241","FirstName":"Richard","LastName":"Pryor","EmailAddress":"richardpryor@example.com","Role":"Administrator","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOnUTC":"2024-09-22 07:08:55","ModifiedBy":"3b10421d-8374-11e7-8758-0a106ee76b21","ModifiedOn":"2024-09-22 07:08:58","ManagerUserId":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"OfficeLocationName":null,"Address":null,"City":null,"State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"IsAdministrator":"true","CreatedByName":"Sri Sudhan","ModifiedByName":"System","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"true","IsCheckedIn":"false","WorkDayTemplateId":"","WorkDayTemplateName":"","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"8bfc8586-0f53-11e8-871e-02bf1924461c","TeamName":"Education 101","IsWorkingToday":null,"GroupId":null,"IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":null,"DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"sri.sudhan@leadsquared.com","ModifiedByEmail":"t20170817174751@leadsquared.com","ManagerEmail":"","CustomAppRole":null}]

6.2 User Activate/Deactivate

[{"Before":"{\"CustomAppRole\":\"service-admin\",\"Availability\":null,\"IsSoftPhoneEnabled\":\"false\",\"IsEmployee\":\"true\",\"EmployeeId\":\"1010\",\"DateOfBirth\":\"1981-01-01\",\"DateOfJoining\":\"2015-02-13\",\"DateOfResignation\":null,\"ImportId\":null,\"IsWorkingToday\":null,\"WorkDayTemplateId\":\"\",\"HolidayCalendarId\":\"\",\"TeamId\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"LastCheckedIpAddress\":\"49.205.35.13\",\"LastCheckedOn\":\"2024-09-20 16:15:19\",\"IsCheckInEnabled\":\"true\",\"IsCheckedIn\":\"true\",\"CheckinCheckoutHistoryId\":null,\"PhoneOthers\":null,\"PhoneMobile\":null,\"PhoneMain\":null,\"IsEmailSender\":\"true\",\"Groups\":null,\"PhotoUrl\":null,\"Designation\":null,\"Team\":null,\"Department\":null,\"SalesRegions\":null,\"Skills\":\"Telecommunications\",\"AvailabilityStatus\":\"online\",\"OfficeLocationName\":\"Bangalore\",\"Address\":null,\"City\":\"Galle\",\"State\":null,\"Country\":\"India\",\"ZipCode\":\"560001\",\"TelephonyAgentId\":null,\"TemplateNames\":null,\"UserID\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"FirstName\":\"Sri Sudhan\",\"MiddleName\":null,\"LastName\":\"\",\"EmailAddress\":\"sri.sudhan@leadsquared.com\",\"TMP_ForgotPassword\":null,\"SessionID\":null,\"IsDefaultOwner\":null,\"IsAdministrator\":\"true\",\"IsAgencyUser\":null,\"IsBillingUser\":\"false\",\"TimeZone\":\"Asia/Kolkata\",\"DateFormat\":\"mm/dd/yy\",\"ManagerUserId\":null,\"AssociatedPhoneNumbers\":\"+91-9000000000\",\"StatusCode\":\"0\",\"StatusReason\":null,\"DeletionStatusCode\":null,\"CreatedBy\":\"3b1041fb-8374-11e7-8758-0a106ee76b21\",\"CreatedOn\":\"2020-04-23 05:41:39\",\"ModifiedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"ModifiedOn\":\"2024-09-20 16:15:21\",\"Role\":\"Administrator\",\"IsPhoneCallAgent\":\"0\",\"UserType\":\"9\",\"WorkdayTemplateName\":\"\",\"IsWorkDayTemplateDerived\":\"true\",\"WorkDayTemplateDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"HolidayCalendarName\":\"\",\"IsHolidayCalendarDerived\":\"true\",\"HolidayCalendarDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"TeamName\":\"Education 101\",\"ManagerName\":\"\",\"CreatedByName\":\"Vir  Singh\",\"ModifiedByName\":\"Sri Sudhan\",\"IsSuperAdmin\":\"false\"}","After":"{\"CustomAppRole\":\"service-admin\",\"Availability\":null,\"IsSoftPhoneEnabled\":\"false\",\"IsEmployee\":\"true\",\"EmployeeId\":\"1010\",\"DateOfBirth\":\"1981-01-01\",\"DateOfJoining\":\"2015-02-13\",\"DateOfResignation\":null,\"ImportId\":null,\"IsWorkingToday\":null,\"WorkDayTemplateId\":\"\",\"HolidayCalendarId\":\"\",\"TeamId\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"LastCheckedIpAddress\":\"49.205.35.13\",\"LastCheckedOn\":\"2024-09-20 16:15:19\",\"IsCheckInEnabled\":\"true\",\"IsCheckedIn\":\"true\",\"CheckinCheckoutHistoryId\":null,\"PhoneOthers\":null,\"PhoneMobile\":null,\"PhoneMain\":null,\"IsEmailSender\":\"true\",\"Groups\":null,\"PhotoUrl\":null,\"Designation\":null,\"Team\":null,\"Department\":null,\"SalesRegions\":null,\"Skills\":\"Telecommunications\",\"AvailabilityStatus\":\"away\",\"OfficeLocationName\":\"Bangalore\",\"Address\":null,\"City\":\"Galle\",\"State\":null,\"Country\":\"India\",\"ZipCode\":\"560001\",\"TelephonyAgentId\":null,\"TemplateNames\":null,\"UserID\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"FirstName\":\"Sri Sudhan\",\"MiddleName\":null,\"LastName\":\"\",\"EmailAddress\":\"sri.sudhan@leadsquared.com\",\"TMP_ForgotPassword\":null,\"SessionID\":null,\"IsDefaultOwner\":null,\"IsAdministrator\":\"true\",\"IsAgencyUser\":null,\"IsBillingUser\":\"false\",\"TimeZone\":\"Asia/Kolkata\",\"DateFormat\":\"mm/dd/yy\",\"ManagerUserId\":null,\"AssociatedPhoneNumbers\":\"+91-9000000000\",\"StatusCode\":\"0\",\"StatusReason\":null,\"DeletionStatusCode\":null,\"CreatedBy\":\"3b1041fb-8374-11e7-8758-0a106ee76b21\",\"CreatedOn\":\"2020-04-23 05:41:39\",\"ModifiedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"ModifiedOn\":\"2024-09-22 07:12:33\",\"Role\":\"Administrator\",\"IsPhoneCallAgent\":\"0\",\"UserType\":\"9\",\"WorkdayTemplateName\":\"\",\"IsWorkDayTemplateDerived\":\"true\",\"WorkDayTemplateDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"HolidayCalendarName\":\"\",\"IsHolidayCalendarDerived\":\"true\",\"HolidayCalendarDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"TeamName\":\"Education 101\",\"ManagerName\":\"\",\"CreatedByName\":\"Vir  Singh\",\"ModifiedByName\":\"Sri Sudhan\",\"IsSuperAdmin\":\"false\"}"}]

6.3 User Update

[{"Before":"{\"CustomAppRole\":null,\"Availability\":null,\"IsSoftPhoneEnabled\":null,\"IsEmployee\":null,\"EmployeeId\":null,\"DateOfBirth\":null,\"DateOfJoining\":null,\"DateOfResignation\":null,\"ImportId\":null,\"IsWorkingToday\":null,\"WorkDayTemplateId\":\"\",\"HolidayCalendarId\":\"\",\"TeamId\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"LastCheckedIpAddress\":null,\"LastCheckedOn\":null,\"IsCheckInEnabled\":\"true\",\"IsCheckedIn\":\"false\",\"CheckinCheckoutHistoryId\":null,\"PhoneOthers\":null,\"PhoneMobile\":null,\"PhoneMain\":null,\"IsEmailSender\":\"true\",\"Groups\":null,\"PhotoUrl\":null,\"Designation\":null,\"Team\":null,\"Department\":null,\"SalesRegions\":null,\"Skills\":null,\"AvailabilityStatus\":\"offline\",\"OfficeLocationName\":null,\"Address\":null,\"City\":null,\"State\":null,\"Country\":null,\"ZipCode\":null,\"TelephonyAgentId\":null,\"TemplateNames\":null,\"UserID\":\"87e34381-78b1-11ef-a77e-0ac989580241\",\"FirstName\":\"Richard\",\"MiddleName\":null,\"LastName\":\"Pryor\",\"EmailAddress\":\"richardpryor@example.com\",\"TMP_ForgotPassword\":null,\"SessionID\":null,\"IsDefaultOwner\":null,\"IsAdministrator\":\"true\",\"IsAgencyUser\":null,\"IsBillingUser\":\"false\",\"TimeZone\":\"Asia/Kolkata\",\"DateFormat\":\"mm/dd/yy\",\"ManagerUserId\":null,\"AssociatedPhoneNumbers\":\"\",\"StatusCode\":\"0\",\"StatusReason\":null,\"DeletionStatusCode\":null,\"CreatedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"CreatedOn\":\"2024-09-22 07:08:55\",\"ModifiedBy\":\"3b10421d-8374-11e7-8758-0a106ee76b21\",\"ModifiedOn\":\"2024-09-22 07:08:58\",\"Role\":\"Administrator\",\"IsPhoneCallAgent\":\"0\",\"UserType\":\"0\",\"WorkdayTemplateName\":\"\",\"IsWorkDayTemplateDerived\":\"true\",\"WorkDayTemplateDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"HolidayCalendarName\":\"\",\"IsHolidayCalendarDerived\":\"true\",\"HolidayCalendarDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"TeamName\":\"Education 101\",\"ManagerName\":\"\",\"CreatedByName\":\"Sri Sudhan\",\"ModifiedByName\":\"System\",\"IsSuperAdmin\":\"false\"}","After":"{\"CustomAppRole\":null,\"Availability\":null,\"IsSoftPhoneEnabled\":null,\"IsEmployee\":null,\"EmployeeId\":null,\"DateOfBirth\":\"1940-12-01\",\"DateOfJoining\":null,\"DateOfResignation\":null,\"ImportId\":null,\"IsWorkingToday\":null,\"WorkDayTemplateId\":\"\",\"HolidayCalendarId\":\"\",\"TeamId\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"LastCheckedIpAddress\":null,\"LastCheckedOn\":null,\"IsCheckInEnabled\":\"true\",\"IsCheckedIn\":\"false\",\"CheckinCheckoutHistoryId\":null,\"PhoneOthers\":null,\"PhoneMobile\":null,\"PhoneMain\":null,\"IsEmailSender\":\"true\",\"Groups\":null,\"PhotoUrl\":null,\"Designation\":null,\"Team\":null,\"Department\":null,\"SalesRegions\":null,\"Skills\":null,\"AvailabilityStatus\":\"offline\",\"OfficeLocationName\":null,\"Address\":null,\"City\":null,\"State\":null,\"Country\":null,\"ZipCode\":null,\"TelephonyAgentId\":null,\"TemplateNames\":null,\"UserID\":\"87e34381-78b1-11ef-a77e-0ac989580241\",\"FirstName\":\"Richard\",\"MiddleName\":null,\"LastName\":\"Pryor\",\"EmailAddress\":\"richardpryor@example.com\",\"TMP_ForgotPassword\":null,\"SessionID\":null,\"IsDefaultOwner\":null,\"IsAdministrator\":\"true\",\"IsAgencyUser\":null,\"IsBillingUser\":\"false\",\"TimeZone\":\"Asia/Kolkata\",\"DateFormat\":\"mm/dd/yy\",\"ManagerUserId\":\"42d6fb6a-81d8-11ed-b7fd-0218d8753a48\",\"AssociatedPhoneNumbers\":\"\",\"StatusCode\":\"0\",\"StatusReason\":null,\"DeletionStatusCode\":null,\"CreatedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"CreatedOn\":\"2024-09-22 07:08:55\",\"ModifiedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"ModifiedOn\":\"2024-09-22 07:10:11\",\"Role\":\"Administrator\",\"IsPhoneCallAgent\":\"0\",\"UserType\":\"0\",\"WorkdayTemplateName\":\"\",\"IsWorkDayTemplateDerived\":\"true\",\"WorkDayTemplateDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"HolidayCalendarName\":\"\",\"IsHolidayCalendarDerived\":\"true\",\"HolidayCalendarDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"TeamName\":\"Education 101\",\"ManagerName\":\"Dharshana\",\"CreatedByName\":\"Sri Sudhan\",\"ModifiedByName\":\"Sri Sudhan\",\"IsSuperAdmin\":\"false\"}"}]

6.4 User Availability Status Change

{"Type":"AvailabilityStatusChange","UserId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","UserEmail":"sri.sudhan@leadsquared.com","Reason":"","Before":{"AvailabilityStatus":"online","Location":"","Latitude":"0.00000000","Longitude":"0.00000000","IpAddress":"49.205.35.13","CreatedByName":"Sri Sudhan","CreatedByEmail":"sri.sudhan@leadsquared.com","CreatedOn":"2024-09-20 16:15:26","Source":"WebApp","Availability":"0","OtherDetails":{"Source":"WebApp","IpAddress":"49.205.35.13"}},"After":{"AvailabilityStatus":"away","Location":"","Latitude":"0.00000000","Longitude":"0.00000000","IpAddress":"49.205.35.13","CreatedByName":"Sri Sudhan ","CreatedByEmail":"sri.sudhan@leadsquared.com","CreatedOn":"2024-09-22 07:12:36","Source":"WebApp","Availability":"0","OtherDetails":{"Source":"WebApp","IpAddress":"49.205.35.13"}}}

 

7. Account Management

7.1 Account Create

{"Address1":"Colorado","Address2":null,"AlternateName":null,"AnnualRevenue":"5600000","City":null,"EmailAddress":null,"CompanyIdentifier":null,"CompanyName":"Greendale Community College","CompanyNumber":null,"Origin":null,"OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","Source":null,"Stage":"Prospect","Country":null,"CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedDate":"2024-09-22 06:49:51","CreatedOn":"2024-09-22 06:49:50","Currency":null,"Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":null,"FacebookUrl":null,"Industry":null,"Language":null,"LinkedInUrl":null,"ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-22 06:49:50","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"ZipCode":null,"Custom_1":"Tier 1","OwnerName":"Sri Sudhan ","CreatedByName":"Sri Sudhan ","ModifiedByName":"Sri Sudhan ","OwnerEmail":"sri.sudhan@leadsquared.com","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","CompanyAutoId":"15"}

7.2 Account Update

{"Before":{"CompanyIdentifier":null,"CompanyName":"Greendale Community College","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","Source":null,"Stage":"Prospect","Employees":null,"Industry":null,"ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-22 06:49:50","Phone":null,"Website":null,"Custom_1":"Tier 1","OwnerName":"Sri Sudhan ","ModifiedByName":"Sri Sudhan ","OwnerEmail":"sri.sudhan@leadsquared.com","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","CompanyAutoId":"15"},"After":{"CompanyIdentifier":null,"CompanyName":"Greendale Community College","OwnerId":"a443f7b7-d1fd-11ec-993a-06f221480cd8","Source":"Inbound Phone Call","Stage":"Prospect","Employees":"550","Industry":"Leisure Goods","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-22 06:54:57","Phone":null,"Website":null,"Custom_1":"Tier 2","OwnerName":"Joseph ","ModifiedByName":"Sri Sudhan ","OwnerEmail":"vir.singh@leadsquared.com","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","CompanyAutoId":"15"}}

7.3 Account Delete

{"Address1":"Colorado","Address2":null,"AlternateName":null,"AnnualRevenue":"5600000","City":null,"EmailAddress":null,"CompanyIdentifier":null,"CompanyName":"Greendale Community College","CompanyNumber":null,"Origin":null,"OwnerId":"a443f7b7-d1fd-11ec-993a-06f221480cd8","Source":"Inbound Phone Call","Stage":"Prospect","Country":"Albania","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedDate":"2024-09-22 06:49:51","CreatedOn":"2024-09-22 06:49:50","Currency":null,"Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":"550","FacebookUrl":null,"Industry":"Leisure Goods","Language":null,"LinkedInUrl":null,"ModifiedBy":"3b10421d-8374-11e7-8758-0a106ee76b21","ModifiedOn":"2024-09-22 06:57:43","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"ZipCode":null,"Custom_1":"Tier 2","OwnerName":"Joseph ","CreatedByName":"Sri Sudhan ","ModifiedByName":"System ","OwnerEmail":"vir.singh@leadsquared.com","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","CompanyAutoId":"15"}

7.4 Account Activity Create

[{"CompanyActivityId":"3a3a6d0d-c416-4e18-bd61-a58339165621","RelatedCompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","ActivityEvent":10001,"ActivityEventName":"Contract Signed","ActivityType":2,"Score":0,"CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-09-22 06:57:41","Data":{"Owner":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","Status":"Active","mx_Custom_1":"2024-09-22 06:56:00","ActivityEvent_Note":"Signed a one year contract"}}]

7.5 Account Activity Update

[{"Before":{"CompanyActivityId":"3a3a6d0d-c416-4e18-bd61-a58339165621","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-09-22 06:56:00","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan ","ActivityEvent_Note":"Signed a one year contract","ModifiedOn":"2024-09-22 06:57:41","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","Owner":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CompanyTypeId":"5003"},"After":{"CompanyActivityId":"3a3a6d0d-c416-4e18-bd61-a58339165621","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-09-22 06:56:00","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan ","ActivityEvent_Note":"Extended existing contract by 6 months, and singed a 18-month contract","ModifiedOn":"2024-09-22 06:58:36","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan ","Owner":"","CompanyTypeId":"5003"}}]

 

8. Product Management

8.1 Product Create

{"ProductId":"a7729eb6-3876-4b5c-be8d-5c74ff865bda","ProductAutoId":9,"ProductSku":"1020","Name":"Rome","Description":"Holiday package to Rome","StatusCode":0,"CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","CreatedOn":"2024-09-22 08:07:02","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ModifiedOn":"2024-09-22 08:07:02","ImageUrl":"","Category":"","Fields":[],"Price":0.0}

8.2 Product Update

{"Before":{"ProductId":"a7729eb6-3876-4b5c-be8d-5c74ff865bda","ProductAutoId":9,"ProductSku":"1020","Name":"Rome","Description":"Holiday package to Rome","StatusCode":0,"CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","CreatedOn":"2024-09-22 08:07:02","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ModifiedOn":"2024-09-22 08:07:02","ImageUrl":"","Category":"","Fields":[],"Price":0.0},"After":{"ProductId":"a7729eb6-3876-4b5c-be8d-5c74ff865bda","ProductAutoId":9,"ProductSku":"1018","Name":"Rome","Description":"Holiday package to Rome","StatusCode":0,"CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","CreatedOn":"2024-09-22 08:07:02","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ModifiedOn":"2024-09-22 08:08:25","ImageUrl":"","Category":"","Fields":[],"Price":0.0}}

8.3 Product Delete

{"ProductId":"a7729eb6-3876-4b5c-be8d-5c74ff865bda","ProductAutoId":9,"ProductSku":"1018","Name":"Rome","Description":"Holiday package to Rome","StatusCode":0,"CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","CreatedOn":"2024-09-22 08:07:02","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ModifiedOn":"2024-09-22 08:08:25","ImageUrl":"","Category":"","Fields":[],"Price":0.0}

 

9. Landing Page Submission

{"mx_Renewal_Date":"2024-09-22 00:00:00","mx_Application_Submitted_On":"2024-09-23 00:00:00","IPAddress":"14.143.245.30","LandingPageURL":"https://leadsquared59.viewpage.co/Landing-Page-02","LandingPageId":"a889a1d5-4ebb-11e8-b16e-02bf1924461c","mx_Country":"India","mx_State":"Karnataka","mx_City":"Bengaluru","UserAgent":"Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/129.0.0.0 Safari/537.36","Attachments":"[]","ProspectID":"6371c709-a28c-4539-bcbd-4947f10ca8f0","ProspectStage":"Prospect","Source":"Referral Sites","SourceMedium":"","SourceCampaign":"","Score":"6","EngagementScore":"0","OwnerId":"3b1041fb-8374-11e7-8758-0a106ee76b21","OwnerIdEmailAddress":"t20170817174751@leadsquared.com","EmailAddress":"peggycarter@example.com","FirstName":"Peggy","LastName":"","Phone":"+91-9988776611","Mobile":"","QualityScore01":"","ProspectActivityName_Max":"Form Submitted on Website","ProspectActivityDate_Max":"2024-09-23 09:20:21","StageRottingFlagLevel":"","StageRottingFlagStatus":"","StageRottingFlagMessage":"","StageRottingFlagModifiedOn":"","ProspectAutoId":"1813","ConversionReferrerURL":"https://in21.leadsquared.com/","SourceReferrerURL":"https://in21.leadsquared.com/","SourceIPAddress":"14.143.245.30","LeadLastModifiedOn":""}

 

Any Questions?

Did you find this article helpful? Please let us know your feedback in the comments section below. We’d love to hear from you and help you out!

Mobile Cloud Calling Set Up for Tata Teleservices

1. Overview

This article will help you set up Tata Teleservices with LeadSquared Mobile Cloud Calling connector

 

2. Prerequisites

Before integrating your telephony provider, you must read the prerequisites and install the connector, referring to this article: Mobile Cloud Calling.

 

3. Set Up for Tele Teleservices

1) Click2Call API

Navigate to the Click to Call Set-up screen to configure the Tata Teleservices Click2Call API –

Method API
Post https://api-cloudphone.tatateleservices.com/v1/click_to_call/{auth_token}

In Body, pass the following payload –

Parameter Description
agent_number
  • Agent number to dial from.
  • Map it to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
destination_number
  • Lead number to whom the call is dialed.
  • You can map this variable to “@CustomerNumberWithoutCountryCode”.
caller_id
  • Virtual Number or DID from Tata Teleservices.
  • In the example below, this variable is mapped to “@{User:mx_Custom_1}” – this custom field must be set to the applicable value for all users who are going to use mobile calling.

tata telesevices click2call api config

In the Headers, pass –

Key Value
Content-Type application/json

tata telesevices click2call api config headers

Response Mapping for Tata Teleservices Click2Call API  –

Key Value Mapping
success
true
Consider As Success

tata telesevices click2call response mapping

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the Tata Teleservices Incoming Agent Pop-up API.

Method API
POST https://cloudphone.tatateleservices.com/api/v1/crm/dialer/Leadsquared/inbound/popup

In Body, pass the following payload –

Parameter Description
agent_number
  • Agent number to dial from.
  • Map it to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
caller_id
  • Virtual Number or DID from Tata Teleservices.
  • In the example below, this variable is mapped to “@{User:mx_Custom_1}

tata telesevices incoming agent popup api config

In the Headers, pass –

Key Value
Content-Type application/json
Authorization Pass the token, this is account-specific and should be unique for each customer’s Tata Teleservices account.

tata telesevices incoming agent popup api config headers

Response Mapping for Tata Teleservices Incoming Agent Pop-up API  –

Key Value Mapping
customerNumber
""
Consider As Data
MonitorUcid
""
Consider As CallSessionId
status
success
Consider As Success

tata telesevices incoming agent popup response mapping

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the Tata Teleservices List All DID Numbers API.

Method API
GET https://cloudphone.tatateleservices.com/api/v1/crm/dialer/Leadsquared/fetch/did

In the Headers, pass –

Key Value
Authorization Pass the token, this is account-specific and should be unique for each customer’s Tata Teleservices account.

tata telesevices list all did numbers api config with headers

Response Mapping for Tata Teleservices List All DID Numbers API  –

Key Value Mapping
did_list
""
Consider As Data
status
success
Consider As Success

tata telesevices list all did numbers response mapping

 

Any Questions?

If you have a question this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts.

Telephony FAQs & Troubleshooting

1. Feature Overview

This article will help you troubleshoot issues relating to the LeadSquared Telephony feature.

 

2. Prerequisites

  • You must be an Administrator user to access connector configurations and settings.
  • Some technical experience is required to understand the format of the data and configure the connector with your telephony provider.
  • The table below outlines the distinction between APIs/URLs provided by LeadSquared and those provided by your telephony provider. LeadSquared’s APIs/URLs are accessible through the UTC configuration page, while your telephony provider’s APIs must be obtained directly from them. If you encounter any issues with an API, please get in touch with the respective API owner.
LeadSquared APIs Telephony Provider APIs
Call Route API (Lead/Opportunity routing)

The Call Route API directs incoming calls from existing leads to the corresponding Lead or Opportunity owner in your LeadSquared account.  

Note: LeadSquared does not automatically route calls to owners. Instead, it provides the Lead/Opportunity Owner details to your telephony provider, who then routes the call accordingly
Click2Call APIThe Click2Call feature allows your sales reps or agents to initiate outbound calls by simply clicking on a lead’s phone number in the Manage Leads or Lead Details pages
Agent Popup APIThis API logs all inbound and outbound calls made through your telephony account into LeadSquared, ensuring comprehensive call tracking. Agent Panel URL Agent Panel URL allows you to embed your provider’s Softphone into LeadSquared. 
Call Log API – All inbound and outbound calls made through your Telephony account can be logged in LeadSquared by setting up Call Logs Call DispositionCall disposition allows users to record specific information related to a phone call once it ends.
Single SignOn API This API enables embedding LeadSquared within your telephony provider’s portal. 

 

3. General Telephony Issues

1. Are API rate limits applicable to telephony/UTC?

The V2 API rate limits do not apply to telephony/UTC APIs. However, since telephony is a shared infrastructure between multiple accounts: in case of an extremely high number of concurrent requests, there is a possibility of throttling the requests via rate limiting, please contact support@leadsquared.com for details.

2. Can I restrict leads from being created on inbound calls from unknown numbers?

Yes. Navigate to Settings>Telephony>Telephony Settings>General Settings and enable Ignore inbound calls.

ignore inbound calls

3. Can I restrict leads from getting created on outbound calls to non-existing numbers?

Yes. Navigate to Settings>Telephony>Telephony Settings>General Settings and search for Configure telephony ignore rules. Click on Configure and select Call Log under the Outbound Rule(s) dropdown. Once done, click Save.

outbound rules

4. Why is the Opportunity Route API returning an empty response?

It could be due to one or more of the following reasons –

  • Make sure Opportunity is enabled on your account.
  • Check if the Opportunity owner is System – in this case, no phone number will be returned.
  • Opportunity Route works only on Open Opportunities; if the status is Won or Closed, you will receive an empty response.

5. Why is the lead source for an inbound call not being reflected?

Verify the entity modifying the lead source: If it is the Agent Pop-up, make sure the Lead Source field is part of the Agent Pop-up Form.

agent pop up lead source field

6. Why is my telephony provider not receiving traffic from LeadSquared?

This can happen if the provider has restrictions on incoming traffic in their firewall. The provider must whitelist LeadSquared IPs. Reach out to support@leadsquared.com for the list of IPs.

7. How to enable Opportunities for Telephony?

  1. To enable Opportunities in your account, please reach out to your account manager, or write to support@leadsquared.com.
  2. From the Advanced Configuration settings page, the Enable Opportunity – Telephony setting must be enabled. To know more, please refer to Organization Settings – Advanced Configuration.

For more information, read the article Opportunity Integration in Telephony.

8. In the case of inbound and outbound calls, which number is the lead’s and agent’s?

  • Inbound Calls – The Source Number is the lead’s number and the Destination Number is the agent’s number.
  • Outbound Calls – The Source Number is the agent’s number and the Destination Number is the lead’s number.

9. What should I do if I experience call drops during a session? 

Call drops are typically caused by issues on the telephony provider’s end. Please contact your provider’s support team for more help in resolving the issue.

10. How can I improve call quality during my calls? 

Call quality issues are often related to your telephony provider. We recommend contacting your provider’s support team to investigate and address the problem.

11. Why is a Lead First Assigned to “System” and Then Reassigned After a Call? Why is my lead assigned to “System” when captured through a missed inbound call?

When a lead is created via a missed inbound call, it is initially assigned to System because no user was available to answer the call at that moment. The system automatically reassigns the lead to the respective activity owner after a successful inbound or outbound call. This ensures the lead is assigned to the user who last interacted with them.

Also, this is true for both inbound and outbound calls. Regardless of whether the lead calls in again or a user calls the lead, the ownership updates to reflect the latest interaction.

Example Scenario:

  1. A lead is captured in the system through a missed inbound call and assigned to System.
  2. The lead places another call, which is answered by User 1.
  3. The system automatically reassigns the lead to User 1 after the call.

This is the system’s default behavior and ensures leads are assigned to the correct user based on the most recent interaction.

 

4. Agent Popup

1. Why is the Agent Popup not displayed?

Verify Connector Configuration

Ensure the Agent Popup is enabled on the connector configuration page. The settings may differ based on your telephony provider. Check that the Agent Pop-up API is correctly configured and activated. This example pertains to the Universal telephony connector

agent popup

Check API Calls

Verify that your telephony provider is correctly calling the Agent Popup API. If the API is not being called, the popup will not appear. Navigate to Settings>Telephony>Telephony Logs to check the status. 

log data success agent pop up utc

log data success agent popup utc

Check User Profile Settings

For admin users: Ensure that the Show Phone Call Popup setting is enabled in the user’s profile by navigating to My Profile>Manage Users. 

Enable Show Phone Call Popup

For non-admin users: Ensure that the Show Phone Call Popup setting is enabled in the user’s profile by navigating to My Profile>Personal Details.

non admin user show phone call pop up

Verify Agent Phone Numbers

Confirm that agent phone numbers are correctly added to their profiles. If the agent’s phone number was changed recently, it could take some time for the cache to be updated, please report to support@leadsquared.com. 

troubleshooting agent popup

Verify Lead Phone Numbers

Check the format of the lead’s phone number to ensure it is correct. If country code is specified, it should be in the +CC-PhoneNumber format. If not using CC, send only the phone number in the request.

Verify User-Agent Mapping in UTC

Instead of the agent’s phone number, if the agent has to be identified via a unique identifier (email, extension, etc.), please configure user-agent mapping in the UTC connector for each agent. Verify that the value configured for the agent is being sent in the AgentId parameter in the agent popup API requests. This mapping helps identify the correct agent when the Agent’s Phone Number or Source Number is not stored in LeadSquared. 

LeadSquared Telephony Integrations

Ensure Dynamic Forms Configuration

Note that opportunity-level agent popup is supported only via Dynamic/Custom Forms. The default agent popup does not support opportunities. Make sure you have set up a Dynamic Form for Opportunity Telephony. 

opportunity dynamic form

Web Socket Traffic Blocked

The Agent Popup might not be displayed if web socket traffic is blocked by your firewall. Please contact support@leadsquared.com for assistance. 

Clear Browser Cache

This issue could also be due to a problem with the browser cache. Clearing the cache should resolve the problem.

If you have checked all possible issues and the Agent Popup is still not displayed, we have an Auto-Retry and Manual Retry mechanism for the Agent Popup. For more information, please reach out to our support team – support@leadsquared.com. 

2. Why are multiple Agent Popups being displayed?

By default, the Agent Popup appears on all open browser tabs. To restrict the popup to only the active LeadSquared tab, follow these steps: 

Ensure that your telephony provider is not calling the Agent Popup API multiple times, as this can also cause multiple popups to appear.

popup multiple tabs

3. Why is there a delay before the Agent Popup appears?

In the API logs, check the timestamp of the agent popup API request to determine if the delay is from the provider’s end.

4. Why is phone number masking not working?

Verify if phone number masking has been applied correctly via permission templates.

5. Does the agent popup support lead ID?

Yes. The parameter to be used is LeadId. Use the parameter @leadId .

6. Does the agent popup support Opportunities?

Yes, Agent Popup supports Opportunities. The configuration may vary depending on the call direction. Refer to Opportunity Integrations in Telephony for details or UTC Feasibility.

utc feasbility for opportunities

7. Does the agent popup support OpportunityID? 

No, It supports OpportunityTelephonyMappingId.

8.  Why is the agent popup showing lead details instead of opportunities?

  • Verify if Opportunity Telephony is enabled for your account.
  • Ensure that @OpportunityTelephonyMappingId is correctly passed in the request.

9. Can the customer’s telephony provider call LeadSquared’s APIs at particular events? If so, does the provider only support GET requests?  

The customer should have a custom code and call LeadSquared’s API to retrieve lead details by phone number. The provider should open the lead details URL when the call connects. 

10. Can the customer’s telephony provider call LeadSquared’s APIs at particular events? If so, does the provider only support POST requests? 

Yes, And, If the customer wants this ability for both inbound and outbound calling. Then, the customer’s telephony provider should support calling LeadSquared’s Agent pop-up API in case of call events like Call Ringing or Call Connected. 

11. Is sharing a lead with another agent (non-lead owner) possible via agent popup?

Yes. To configure this option, read our help article on Entity Share Option for Telephony.

12. How does the customer’s telephony provider identify an agent? 

  • Through Email/SIP ID/Extension: User-agent mapping needs to be configured. The identifier should be passed in the Agent ID parameter, which takes priority over the agent’s number.
  • Through phone number: Pass the agent’s number in the Source or Destination numbers based on the direction of the call. 

13. I’m using a custom form for the Agent Popup, but it forces me to create an opportunity before displaying the form. How can I restrict this? 

Navigate to Settings>Telephony>Telephony Settings>General Settings and configure the Configure Agent Popup Grid option to disable Opportunity Grid. If you still require assistance, please contact support@leadsquared.com.

disable opportunity agent pop up grid

 

​​​​5. Agent Panel

1. Why is the Agent Panel not displayed?

For admin users: Ensure that the Is Softphone Enabled setting is enabled in the user’s profile by navigating to My Profile>Manage Users.

enable softphone

For non-admin users: Ensure that the Is Softphone Enabled setting is enabled in the user’s profile by navigating to My Profile>Personal Details.

user is soft phone enabled

Verify Agent Panel Settings: Confirm that the Agent Panel is enabled in the Agent Panel Settings within UTC.

agent panel

2. Can we customize the Agent Panel?

Yes, at present, the following customizations are possible:

  • Enable Agent Panel – You must enable this option for the Agent Panel to show up.
  • Show On Top – The panel will be displayed on top and all other windows will be behind.
  • Hide Scale Button – Hides the magnifying option.
  • Panel URL – You can configure external URLs.
  • Panel Permissions – You must allow at least geolocation and microphone for the panel to work.
  • Panel Title, Height, Width – Adjust the panel’s title, height, and width.

agent panel

3. Why is the Agent Panel not loading?

The origin application should allow itself to be embedded within an external iframe. If not, the panel will not load (e.g. google.com). Check if the X-Frame-Options in the provider’s app allows this. 

4. Does the Agent Panel URL support mail merge?

Yes, the Agent Panel URL supports standard user mail merge fields. For more details, visit Agent Panel Mail Merge Fields.

agent panel mail merge

5. Why does my VoIP call end when I refresh the page? 

When you make a computer-to-computer call (VoIP) and refresh the page, the connection will break – this is a known issue. There are workarounds available for a few connectors like Ozonetel and CTM, for help, contact support@leadsquared.com.

6. Does the customer’s telephony provider have a web app that can be used as a softphone? 

Yes, the web app can be used as a softphone, but it needs to be integrated into LeadSquared’s Agent Panel. Relevant permissions for the iframe must be provided under the Agent Panel configuration. 

  • For Single Sign-On (SSO) or authentication: 
    • By default, separate logins are required for LeadSquared and the Agent Panel. 
    • Third-party authentication (OAuth2, etc.) is not available. 
  • If the telephony provider has user-level tokens for authentication, these can be stored in a user field and mail merged into the iframe URL. The provider will need to handle authentication on their end. 

 

6. Call Log

1. The customer is using international calling. When a call log gets posted, +91 gets prefixed as the country code. How do I ensure the correct country code is prefixed?

For international calling, custom formatting logic needs to be enabled. This can be configured through the backend, please contact support@leadsquared.com.

2. Does call log support opportunities?

Yes. The configuration for this can change based on the call direction. Refer to Opportunity Integrations in Telephony for details or UTC Feasibility.

utc feasbility for opportunities

3. When there is an Opportunity, will the call log be posted on the Lead or Opportunity? 

  • Outbound call – If the provider passes the OpportunityId back to LeadSquared, it will be posted on the Opportunity.
  • Inbound callIn this case, the provider must have called LeadSquared’s Agent Popup API with the same Call Session ID for the call log to be posted on the selected opportunity in the popup.

4. Why are calls not being displayed in Activity History even though I can see them in the Manage Activities screen?

  • Activity History will only show successful or voicemail calls – failed calls will not be shown.
  • Make sure Phone Call Activities are enabled in the Activity History tab on the Manage Leads Details page.

activity history enabled

5. Why is the call log missing? I do not see activity being created on the lead. 

  • Check Telephony Logs: Verify that your telephony provider is correctly calling the Call log API by navigating to Settings> Telephony>Telephony Logs. If the API is not being called, the call log will not appear. 
  • Validate Request Data: Ensure the request data is valid. Common issues include incorrect Caller ID formats. 
  • Verify Call Log URL: Ensure the URL for posting the call log is correct. 
  • Consider Posting Delays: Sometimes, call logs are posted late by the provider. 
  • Check StartTime: Activity is based on the StartTime value in the API payload, not when the log is received. StartTime should be in IST; use StartTimeUTC for UTC values. 
  • Validate Phone Number Format: Verify that the telephony provider is passing the phone number in the correct format within the call log. An incorrect format can prevent the log from being recorded. If a country code is included, ensure a hyphen separator is used, such as +91-9611795983.

6. What is the time format of StartTime parameter in Call log API? 

Call log API expects StartTime to be in IST by default. If you need to post it in UTC time, please use the StartTimeUTC parameter instead. 

7. Does the call log support LeadId, OpportunityId, and OpportunityTelephonyMappingId?

Yes, it supports all three.

8. What is the difference between Raw Call Status and Call Status?

Raw Call Status is the actual value passed by the provider, while Call Status is the converted/mapped value in LeadSquared.

9. Why is an inbound call being displayed as outbound in the activity history?

Verify that the value of the Direction property in the call log request is Inbound. All other values get converted to outbound.

10. The phone number in the customer’s account is not unique. If there is more than one lead with the same phone number, how do I ensure that the call log does not create an activity for both leads?

  • The call log will post an activity against the most recently modified lead.
  • If the lead ID is passed in the call log request by the telephony provider, then the activity will be created only on that lead. Pass the lead ID as a mail merge parameter in the Click 2 Call URL and the same can be passed back by the provider for outbound calls. There is no way to ensure this for inbound calls.
  • You can also set phone control to avoid creating duplicate leads.

11. Why is the call log failing with this error message “Duplicate entry <number> for key ‘UQ_Prospect_Base_Phone'”?

Navigate to Settings>Telephony>Telephony Settings>General Settings and enable Enable leading zeros in phone type lead fields.

12. Why is a missed call being reported as voicemail?

This is dependent on the direction of the call. Verify if the call direction (inbound/outbound) is being sent correctly.

13. Why am I unable to play or download call recordings?

Here are some things to check: 

  • Access Issues: Confirm that you have the correct permissions and access the recording URL. 
  • URL Security: Make sure the recording URL uses HTTPS, as some browsers require this for secure access. 
  • Provider Confirmation: Verify with your telephony provider that the recording was successfully sent. 
  • Delay in Delivery: Be aware that there may be delays in receiving call recordings from your telephony provider.

14. Why am I not able to play or download call recordings in Chrome and Edge browsers?

Check if the recording has insecure (HTTP) URLs. Google Chrome and Microsoft Edge only support HTTPS URLs.

15.  I have sent call notes in the call log request but I am not able to find them in the UI or via the advanced search. Why?

The call/activity notes field is a system field for which the setting to display in the advance search form is restricted. An alternative is to use a custom field with the display name as call notes. This will show on the UI and is searchable as well.

16. Why is the lead getting reassigned to a different agent after an inbound call?

Check if there is an Automation that is triggering this.

17. Can I map the source number in inbound calls to the lead’s mobile number instead of the phone number? I do not want to create a duplicate lead if the source matches the mobile. 

By default, we check the lead’s phone as well as mobile numbers before creating a lead 

18. Why did the call log API change the owner of the lead when an outbound call was made by an agent?

​​​​If the owner of the lead is System and an agent makes an outbound call to this lead, the call log API automatically makes this agent, the new owner of the lead. If you would like to override this default behavior, contact support@leadsquared.com.

19. Why is the call recording duration not matching the call duration in the activity?

Check the Telephony Logs for the call log request. The call duration and the recording are both pushed by the provider. If there is a mismatch, you will need to contact your telephony provider.

20. I need to pass additional data/custom fields in the call log. How do I proceed?

Apart from the defined fields, LeadSquared supports up to five custom fields currently. Telephony providers can use the following parameter names – mx_Custom_10, mx_Custom_11, mx_Custom_12, mx_Custom_13, mx_Custom_14. You can assign Display Names for them, and they are also searchable in advanced search.

custom mapping

21. How does the provider’s call status map to our system’s call statuses? 

  • When the provider sends “answered”, “answer”, or “received”, it is mapped to Answered status on our end. 
  • When the provider sends “voicemail”, it is mapped to VoiceMail status on our end. 
  • When the provider sends “rejected”, it is mapped to Rejected status on our end. 
  • When the provider sends “cancel” or “missed”: 
    • For inbound calls, it is mapped to Missed status. 
    • For outbound calls, it is mapped to NotAnswered status. 
  • For all other statuses, we show CallFailure on our end. 

22. Why is the outbound call activity shown as “system”?
When a lead is created through a missed call activity and no users are available at the time, the system automatically marks the activity as “system”. This is the default product behaviour.

23. How to Capture DTMF and IVR Digits Pressed by Callers in LeadSquared?

  • Scenario: You want to capture DTMF values (digits pressed by callers in the IVR) and store them in the Phone Call Activity for leads.
  • Solution: You can achieve this by enabling Custom Call Log Mapping through the UTC Connector. Follow these steps to configure it:
    1. Navigate to UTC Connector in LeadSquared. You must set this up in the default instance.
    2. Locate the Call Log API section and enable Custom Mapping.
    3. Under Custom Mapping, select the Custom option to capture additional data provided by your telephony provider.
      1. You can use the fields mx_Custom_10 up till mx_Custom_14 as these are activity fields reserved for telephony data. Add an appropriate display name, e.g., “Dialled Digits”.
      2. Now your telephony provider can provide the data through the schema name you’ve used.

Mapping Data to Lead Fields:
If you want to capture this data in a Lead Field, you can use Automation. Set up automation to transfer data from the activity field to the lead field using the Mail Merge option.

LeadSquared Telephony Integrations

 

7. Click 2 Call

1. Does the Click2Call URL support the passing of custom headers in the request?

Yes, as long as they are not part of the standard browser HTTP headers list.

2. Does Click2Call support mail merge parameters?

Yes, Click 2 Call supports mail merge for standard user and lead field parameters. For more information, read, Click 2 Call Mail Merge Fields. 

c2c param

3. Why does Click 2 Call show an error?

  • Check Telephony Logs: Review the Telephony Logs for details. 
  • Verify Provider Response: The Click2Call APIs are managed by your telephony provider. Ensure that the response message from the provider matches the expected configuration keyword. 

4. Why am I seeing “Failed to initiate call” or “Call not connected” errors? 

Here are some things to check: 

  • Permissions: Verify that you have the required permissions set up with your telephony provider. 
  • Login Status: Ensure you are logged into the telephony provider’s portal. 
  • Agent Phone Number: Confirm that your agent phone number is correctly added and configured. 
  • Availability Status: Check that your status is set to “Available” in the telephony provider portal. 
  • Mapping Accuracy: Ensure that the phone number and email are correctly mapped in the telephony provider’s system. 
  • API Issues: Investigate potential issues with the telephony provider’s API that might affect call initiation. 
  • Duplicate Calls: Avoid making multiple calls to the same lead, as this can cause errors. 
  • DND Status: Verify that the lead is not marked as Do Not Disturb (DND). 
  • Number Restrictions: Note that calls to Alaska numbers may be blocked by CTM. 
  • Virtual Number: Ensure the virtual number is correctly mapped in the connector, functioning as expected, and has not expired. If the number has expired or is not working as expected, contact your telephony provider for further assistance.

5. Why does the Click 2 Call feature show a blank screen?

If you are using UTC, check if the instance for which Click 2 Call is configured has been set as the default instance.

c2c mark instance default

6. Why is Click 2 Call not picking up the old virtual number and not the updated one?

After updating and saving the virtual number, save the Click 2 Call configuration. You might also need to log out and log back in.

7. Is it possible for Click 2 Call to support both Indian and international numbers in the same account?

Yes, contact support@leadsquared.com to enable formatter logic. Click 2 Call will then use the format +CC-PhoneNumber for calling.

8. Can I filter virtual numbers? 

Yes, it can be done through Team Assignment.

utc assignment

 

8. Call Disposition

1. Why is the agent email address not being mail merged?

It is not supported by default. To enable it, contact support@leadsquared.com.

 

9. Call Route

1. Can the Call Route API return additional details of the agent and not just the phone number?

Yes, pass agentInfo=true in the Lead Route V2 API. This will return additional details of the agent.

2. Why is the sticky agent feature not working as expected? 

The sticky agent issue may arise due to several factors related to the provider’s workflow. Below are some potential reasons: 

  • The provider’s workflow is not handling empty responses properly. 
  • The originally assigned agent was busy, so the call was redirected to another agent according to the workflow. 
  • An incorrect phone number (8-digit) was sent by the provider, causing the routing to fail. 
  • The provider is routing calls to the wrong agent. 

We recommend reviewing the provider’s workflow and ensuring the correct parameters are being sent and handled

 

10. Ozonetel Telephony Connector

Note: Since Ozonetel now only supports their CCAAS offering, this connector is no longer supported. We recommend integrating CCAAS via UTC Generic. 

1. Is bulk add-to-campaign action supported (for over 200 numbers)?

Yes, this is supported.

2. I need to support opportunities. How do I proceed?

  • By passing OpportunityMappingId in the UUI parameter. Prefix OM$ before the value.
  • By passing OpportunityId in the UUI parameter. Prefix O$ before the value

Refer to Opportunity Integrations in Telephony for details.

3.  How do I pass lead ID?

Pass the lead ID in the UUI parameter. Prefix L$ before the value.

4. I want to add custom mail merge parameters to my Click 2 Call request. Is it possible?

This can be done through the backend, please contact support@leadsquared.com. Please note that any change made via the backend would be lost if the configuration is saved in the connector UI.

5. I want the agents to see only the virtual numbers (campaigns) assigned to them when making calls. Is this possible?

Yes, the campaign needs to be saved in one of the user custom fields. The connector Click 2 Call setting then needs to be updated to enable the filtering of virtual numbers by this field.

6. Ozonetel says that an older call disposition API is no longer supported after Aug 2021. Will the customer be affected?

We support the latest version of the Call Disposition API.

7. Why did my automation card for “Send to campaign” fail?

Please check the response from Ozonetel, this should mostly be an error from their API.

8. Why is the call log being posted multiple times?

Please check if Ozonetel is pushing this more than once. There is also a backend flag to restrict multiple requests with the same UCID, please contact support@leadsquared.com.

9. I have multiple automation cards pushing the lead to the same campaign. How do I ensure that there are no duplicates?

  • Make sure that the “Check Duplicate” flag in the connector configuration is on.
  • If this has been enabled recently, the changes may not have been reflected because of caching issues. Please log out and log in.

10. Why did the lead owner get changed automatically after an inbound call?

Check the telephony logs. There have been instances where Ozonetel has passed some data in the call log with a lot of arrows to indicate call transfers. You will need to get in touch with Ozonetel.

 

11. Exotel Telephony Connector

Note: We recommend integrating Exotel via UTC Generic.

1. Why don’t I see call logs in LeadSquared even though Exotel has posted them from their end? 

Exotel has a client-side timeout limit for API requests. Many of their requests time out even before reaching our load balancer. We have discussed this with them and they have increased this limit on their end.

2. Is there an async version of the call log API available?

Yes, the Exotel call log API supports this. To use the async version, the Enable Async APIs for Telephony (Capras) setting needs to be enabled in the Telephony General Settings. For more details, see Post a Call Log Async API.

3. Can I use international numbers in the CallerId (Virtual number) field?

Yes, Allow International formats for Exotel Virtual Numbers is an opt-in feature in the Telephony General Settings.

4. Why is the agent popup failing with this message “Agent Popup Not broadcasted”?

Check the call status. For the Agent Popup to work, the call status should be busy.

 

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!

Integrate Property Finder WhatsApp With LeadSquared

1. Feature Overview

When a lead clicks the WhatsApp button on your Property Finder property listing page, their details are automatically captured, and a new lead is created in your LeadSquared account through this connector. The connector also generates a WhatsApp conversation link, enabling you to chat with the lead. Once the lead is created, leverage LeadSquared’s CRM features to work towards closing the deal.

UAE Property Listing Connectors LeadSquared WhatsApp

 

2. Prerequisites

 

3. How it Works

Through your Property Finder property listing page, leads can chat with your listing agents via WhatsApp. When a lead clicks this option, the connector pulls their details in real time to LeadSquared, and also creates a WhatsApp chat link. This link is posted under the Property Finder WhatsApp Enquiry activity on the Lead Details page. Your users can use this link to chat with the leads, ensuring that WhatsApp conversations are tracked and tagged correctly in LeadSquared.

  1. In LeadSquared, install the connector and select the users that can access it.
  2. Next, configure the connector. During this step, create the Property Finder WhatsApp Enquiry activity, and verify the field mapping.
  3. A webhook URL is generated. Contact your Property Finder (PF) account manager to integrate this URL into your PF account. Once integrated, lead details will sync between both accounts.
  4. Then, enable connector sync. This completes the setup. Every time a lead clicks the WhatsApp chat option, their lead details are captured in LeadSquared, and a WhatsApp chat link is generated.

 

4. Install the Connector

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Property Finder WhatsApp, 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.

Property Finder WhatsApp LeadSquared integration

 

5. Configure the Connector

After installing the connector, configure access for non-admin users in your account on the Configure Property Finder WhatsApp pop-up if you want to give them access to configure it. Only users with granted access can view and use the connector under the Apps main menu.

  1. Select whether to grant connector access based on Role or at the Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, choose the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Access to the connector will be granted based on the value in this field (e.g., if the “Is Employee” boolean user field contains “Yes” for the user Sam, then Sam can access the connector).
  2. Once you’re done, click Save Details. Continue with the configuration by referring to the following sections.
Note: By default, all Admin users have access to the connector.

Property Finder WhatsApp LeadSquared integration

 

6. Admin Configuration

After installation, navigate to Apps>Property Finder Whatsapp to complete the connector set-up.

Bayut WhatsApp LeadSquared integration

6.1 Basic Details

Enter the following details –

Field Description
API Key Enter your Property Finder API Key here.
Lead Source Enter the lead source through which the leads were captured (e.g., Property Finder, email campaign, etc.). This detail will appear on the Lead Details page under Lead Source.
Default Country Code Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number.
Select Time Zone The time zone of your Property Finder account. This is set to Dubai by default.
Lead Capture Search By Criteria To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/phone number) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated. Otherwise, a new lead will be created.

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, the system will reattempt using the secondary Search By criteria.
Select User to Notify on Failure If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users 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.

6.2 Mapping

After completing the basic settings, click Entity Options. All Property Finder WhatsApp fields are mapped to the corresponding LeadSquared lead fields by default –

Note:

  • FIRST, complete the Property Finder WhatsApp Enquiry Create Activity step.
  • Then, click Edit Mapping under Activity Entity and Lead/Contact Entity. Verify the mapping, and click Save & Close.
  • Both steps are mandatory. If you don’t complete the steps in the order listed above, the connector won’t work.
  • The Lead/Contact Sync Behaviour and Activity Sync Behaviour are set to Capture (Create and Update existing) Record by default. It is recommended you DO NOT change this.
  1. Activity Type(s) Definitions – Alongside Property Finder WhatsApp Enquiry, click Create Activity.
  2. Edit Mapping – Next to each action (Activity Entity and Lead/Contact Entity), click both the Edit Mapping buttons to verify the field mapping is accurate. Once verified, you must click Save & Close. This is mandatory.
    • If required, on the Edit Mapping pop-up, you can edit the field mapping –
      • To edit the default mapping field name, click the edit button , and under Mapping Key, update the field name.
      • To change the LeadSquared lead field to which the Property Finder WhatsApp field is mapped, click the edit button , and from the Lead Field dropdown, select the new lead field.
      • To mark a unique lead field as the search key, click unique icon.
      • To disable an existing field mapping, alongside the field, disable the slider Zoom.
      • Click the Update if Empty checkbox if you don’t want to update the value of a field every time the sync takes place.
        • This helps prevent re-updating fields like first name, last name, etc.
    • To map an additional field, click the Add Custom button, and add the new mapping field details.
    • If you want to capture any additional responses as part of the activity that’s posted on the lead, alongside Activity Entity, click Edit Mapping, and add the response on the Default Mapping for Activity pop-up.
  3. Once you’re done, click Save & Next.

Property Finder WhatsApp LeadSquared integration

6.3 Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. Provide the webhook URL to the Property Finder tech team, and they’ll use it to integrate your Property Finder account with LeadSquared. Once they confirm the webhook integration is live, click the More Actions button, and alongside Sync Status, enable the Slider slider. The connector is now live.

Note: After implementing the webhook in Property Finder, your users (sales reps) will no longer receive WhatsApp messages on their devices for Property Finder leads originating from WhatsApp inquiries.

Each time a lead clicks the WhatsApp button on the Property Finder property listing page, their details are captured in LeadSquared, and a WhatsApp conversation link is generated as part of the Property Finder WhatsApp Enquiry activity. Your users can use this link to chat with leads through WhatsApp.

Once you’re done, click Save & Next.

Note: On the More Actions menu, you can perform the following actions –

  • View Logs lets you view the logs of all the sync jobs that have taken place.
  • Sync Manually lets you perform a manual sync to transfer data between your Property Finder and LeadSquared accounts.

Property Finder WhatsApp LeadSquared integration

 

7. View Activities

To view the Property Finder WhatsApp Enquiry activity, navigate to Leads>Manage Leads, and click on the lead where the activity is posted. On the Lead Details page, view the activity under the Activity History tab.  You’ll also find the WhatsApp conversation link under this activity. Copy the WhatsApp conversation link, and paste it in a new web tab to begin the WhatsApp conversation with the lead.

LeadSquared Property Finder Integration

 

8. View Logs

Here, you can view logs of all the sync jobs that have taken place.

  1. Navigate to Apps>Property Finder WhatsApp, and click More Actions, and click View Logs.
  2. 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).
  3. You can view the sync status of the following events –
    • New Events – List of all the new payment activities posted in your account.
    • Errors – The list of unsuccessful payment activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  4. 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.
    • Successful responses will contain details of the leads pushed by Property Finder.
    • 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.

google forms view logs

 

9. Other Actions

You can edit or delete the Property Finder WhatsApp connector that you created. To do this –

  1. Navigate to Apps>Apps Marketplace and search for the Property Finder WhatsApp connector.
  2. On the Property Finder WhatsApp connector, click Settings.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • Disable the connector
    • Remove the connector

Property Finder WhatsApp LeadSquared integration

 

10. View Reports

You can view the total number of leads that have been pulled from Property Finder WhatsApp, 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!

Integrate Bayut WhatsApp With LeadSquared

1. Feature Overview

When a lead clicks the WhatsApp button on your Bayut property listing page, their details are automatically captured, and a new lead is created in your LeadSquared account through this connector. The connector also generates a WhatsApp conversation link, enabling you to chat with the lead. Once the lead is created, leverage LeadSquared’s CRM features to work towards closing the deal.

LeadSquared Dubizzle Integration

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active Bayut 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

Through your Bayut property listing page, leads can chat with your listing agents via WhatsApp. When a lead clicks this option, the connector periodically pushes their details to LeadSquared, and also creates a WhatsApp chat link. This link is posted under the Bayut WhatsApp Enquiry activity on the Lead Details page. Your users can use this link to chat with the leads, ensuring that WhatsApp conversations are tracked and tagged correctly in LeadSquared.

  1. In LeadSquared, install the connector and select the users that can access it.
  2. Next, configure the connector. During this step, create the Bayut WhatsApp Enquiry activity, and verify the field mapping.
  3. Then, enable connector sync. This completes the setup. Every time a lead clicks the WhatsApp chat option, their lead details are captured in LeadSquared, and a WhatsApp chat link is generated.

 

4. Install the Connector

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Bayut WhatsApp, 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.

Bayut WhatsApp LeadSquared integration

 

5. Configure the Connector

After installing the connector, configure access for non-Admin users (if you want to give access to these users) in your account on the Configure Bayut WhatsApp pop-up. Only users with granted access can view and use the connector under the Apps main menu.

  1. Select whether to grant connector access based on Role or at the Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, choose the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Access to the connector will be granted based on the value in this field (e.g., if the “Is Employee” boolean user field contains “Yes” for the user Sam, then Sam can access the connector).
  2. Once you’re done, click Save Details. Continue with the configuration by referring to the following sections.
Note: By default, all Admin users have access to the connector.

Bayut WhatsApp LeadSquared integration

 

6. Admin Configuration

After installation, navigate to Apps>Bayut Whatsapp to complete the connector set-up.

Bayut WhatsApp LeadSquared integration

6.1 Basic Details

Enter the following details –

Field Description
API Key Enter your Bayut API Key here.
Lead Source Enter the lead source through which the leads were captured (e.g., Bayut, email campaign, etc.). This detail will appear on the Lead Details page under Lead Source.
Default Country Code Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number.
Select Time Zone The time zone of your Bayut account. This is set to Dubai by default.
Lead Capture Search By Criteria To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/phone number) as the search key. Leads will be searched by the value mapped to this field; if a matching lead is found, it will be updated; otherwise, a new lead will be created.

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, the system will reattempt using the secondary Search By criteria.
Select User to Notify on Failure If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users 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.
Sync Frequency By default, the system pulls data from Bayut every 15 minutes. You can customize this interval using the ‘Hours’ and ‘Minutes’ dropdowns to adjust the frequency at which lead data is pulled.

Once you’re done entering all the details, click Save.

6.2 Mapping

After completing the basic settings, click Entity Options. All Bayut WhatsApp fields are mapped to the corresponding LeadSquared lead fields by default –

Note:

  • FIRST, complete the Bayut WhatsApp Enquiry Create Activity step.
  • Then, click Edit Mapping under Activity Entity and Lead/Contact Entity. Verify the mapping, and click Save & Close.
  • Both steps are mandatory. If you don’t complete the steps in the order listed above, the connector won’t work.
  • The Lead/Contact Sync Behaviour and Activity Sync Behaviour are set to Capture (Create and Update existing) Record by default. It is recommended you DO NOT change this.
  1. Activity Type(s) Definitions – Alongside Bayut WhatsApp Enquiry, click Create Activity.
  2. Edit Mapping – Next to each action (Activity Entity and Lead/Contact Entity), click both the Edit Mapping buttons to verify the field mapping is accurate. Once verified, you must click Save & Close. This is mandatory.
    • If required, on the Edit Mapping pop-up, you can edit the field mapping –
      • To edit the default mapping field name, click the edit button , and under Mapping Key, update the field name.
      • To change the LeadSquared lead field to which the Bayut WhatsApp field is mapped, click the edit button , and from the Lead Field dropdown, select the new lead field.
      • To mark a unique lead field as the search key, click unique icon.
      • To disable an existing field mapping, alongside the field, disable the slider Zoom.
      • Click the Update if Empty checkbox if you don’t want to update the value of a field every time the sync takes place.
        • This helps prevent re-updating fields like first name, last name, etc.
    • To map an additional field, click the Add Custom button, and add the new mapping field details.
    • If you want to capture any additional responses as part of the activity that’s posted on the lead, alongside Activity Entity, click Edit Mapping, and add the response on the Default Mapping for Activity pop-up.
  3. Then click the More Actions button, and alongside Sync Status, enable the Slider slider.
  4. Once you’re done, click Save.
    • The connector is now live. Each time a lead clicks the WhatsApp button on the Bayut property listing page, their details are captured in LeadSquared, and a WhatsApp conversation link is generated as part of the Bayut WhatsApp Enquiry activity. Your users can use this link to chat with leads through WhatsApp.

Once you’re done, click Save & Next.

Note: On the More Actions menu, you can perform the following actions –

  • View Logs lets you view the logs of all the sync jobs that have taken place.
  • Sync Manually lets you perform a manual sync to transfer data between your Bayut and LeadSquared accounts.
  • Export Data Source lets you export the JSON of the data source/connector as a file to your local system.

Bayut WhatsApp LeadSquared integration

 

7. View Activities

To view the Bayut WhatsApp Enquiry activity, navigate to Leads>Manage Leads, and click on the lead where the activity is posted. On the Lead Details page, view the activity under the Activity History tab. You’ll also find the WhatsApp conversation link under this activity.

LeadSquared Bayut Integration

 

8. View Logs

Here, you can view logs of all the sync jobs that have taken place.

  1. Navigate to Apps>Bayut WhatsApp, and click More Actions, and click View Logs.
  2. 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).
  3. You can view the sync status of the following events –
    • New Events – List of all the new payment activities posted in your account.
    • Errors – The list of unsuccessful payment activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  4. 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.
    • Successful responses will contain details of the leads pushed by Bayut.
    • 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.

google forms view logs

 

9. Other Actions

You can edit or delete the Bayut WhatsApp connector that you created. To do this –

  1. Navigate to Apps>Apps Marketplace and search for the Bayut WhatsApp connector.
  2. On the Bayut WhatsApp connector, click Settings.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • Disable the connector
    • Remove the connector

Bayut WhatsApp LeadSquared integration

 

10. View Reports

You can view the total number of leads that have been pulled from Bayut WhatsApp, 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!

Integrate Dubizzle WhatsApp With LeadSquared

1. Feature Overview

When a lead clicks the WhatsApp button on your Dubizzle property listing page, their details are automatically captured, and a new lead is created in your LeadSquared account through this connector. The connector also generates a WhatsApp conversation link, enabling you to chat with the lead. Once the lead is created, leverage LeadSquared’s CRM features to work towards closing the deal.

LeadSquared Dubizzle Integration

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active Dubizzle 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

Through your Dubizzle property listing page, leads can chat with your Listing Agents through WhatsApp. When a lead clicks this option, the connector pulls their details in real time to LeadSquared, and also creates a WhatsApp chat link. This link is posted under the Dubizzle WhatsApp Enquiry activity on the Lead Details page. Your users can use this link to chat with the leads, ensuring that WhatsApp conversations are tracked and tagged correctly in LeadSquared.

  1. In LeadSquared, install the connector and select the users that can access it.
  2. Next, configure the connector. During this step, create the Dubizzle WhatsApp Enquiry activity, and verify the field mapping.
  3. A webhook URL is generated. Contact your Dubizzle account manager to integrate this URL into your Dubizzle account. Once integrated, lead details will sync from Dubizzle to LeadSquared.
  4. Then, enable connector sync. This completes the setup. Every time a lead clicks the WhatsApp chat option, their lead details are captured in LeadSquared, and a WhatsApp chat link is generated.

 

4. Install the Connector

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Dubizzle WhatsApp, 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.

 

5. Configure the Connector

After installing the connector, configure access for non-Admin users (if you want to grant connector access to these users) in your account on the Configure Dubizzle WhatsApp pop-up. Only users with granted access can view and use the connector under the Apps main menu.

  1. Select whether to grant connector access based on Role or at the Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, choose the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Access to the connector will be granted based on the value in this field (e.g., if the “Is Employee” boolean user field contains “Yes” for the user Sam, then Sam can access the connector).
  2. Once you’re done, click Save Details. Continue with the configuration by referring to the following sections.
Note: By default, all Admin users have access to the connector.

 

6. Admin Configuration

After installation, navigate to Apps>Dubizzle Whatsapp to complete the connector set-up.

6.1 Basic Details

Enter the following details –

Field Description
Lead Source Enter the lead source through which the leads were captured (e.g., Dubizzle, email campaign, etc.). This detail will appear on the Lead Details page under Lead Source.
Default Country Code Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number.
Select Time Zone The time zone of your Dubizzle account. This is set to Dubai by default.
Lead Capture Search By Criteria To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/phone number) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated, otherwise, a new lead will be created.

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, the system will reattempt using the secondary Search By criteria.
Select User to Notify on Failure If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users 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.

6.2 Mapping

After completing the basic settings, click Entity Options. All Dubizzle WhatsApp fields are mapped to the corresponding LeadSquared lead fields by default –

Note:

  • FIRST, complete the Dubizzle WhatsApp Enquiry Create Activity step.
  • Then, click Edit Mapping under Activity Entity and Lead/Contact Entity. Verify the mapping, and click Save & Close.
  • Both steps are mandatory. If you don’t complete the steps in the order listed above, the connector won’t work.
  • The Lead/Contact Sync Behaviour and Activity Sync Behaviour are set to Capture (Create and Update existing) Record by default. It is recommended you DO NOT change this.
  1. Activity Type(s) Definitions – Alongside Dubizzle WhatsApp Enquiry, click Create Activity.
  2. Edit Mapping – Next to each action (Activity Entity and Lead/Contact Entity), click both the Edit Mapping buttons to verify the field mapping is accurate. Once verified, you must click Save & Close. This is mandatory.
    • If required, on the Edit Mapping pop-up, you can edit the field mapping –
      • To edit the default mapping field name, click the edit button , and under Mapping Key, update the field name.
      • To change the LeadSquared lead field to which the Dubizzle WhatsApp field is mapped, click the edit button , and from the Lead Field dropdown, select the new lead field.
      • To mark a unique lead field as the search key, click unique icon.
      • To disable an existing field mapping, alongside the field, disable the slider Zoom.
      • Click the Update if Empty checkbox if you don’t want to update the value of a field every time the sync takes place.
        • This helps prevent re-updating fields like first name, last name, etc.
    • To map an additional field, click the Add Custom button, and add the new mapping field details.
    • If you want to capture any additional responses as part of the activity that’s posted on the lead, alongside Activity Entity, click Edit Mapping, and add the response on the Default Mapping for Activity pop-up.
  3. Once you’re done, click Save & Next.

Dubizzle WhatsApp LeadSquared integration

6.3 Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. Provide the webhook URL to the Dubizzle tech team, and they’ll use it to integrate your Dubizzle account with LeadSquared. Once they confirm the webhook integration is live, click the More Actions button, and alongside Sync Status, enable the Slider slider. The connector is now live.

Once the webhook URL is generated, contact your Dubizzle account manager to integrate it into your Dubizzle account. Once integrated, lead details will sync from Dubizzle to LeadSquared.

Once you’re done, click Save & Next.

Note: On the More Actions menu, you can perform the following actions –

  • View Logs lets you view the logs of all the sync jobs that have taken place.
  • Sync Manually lets you perform a manual sync to transfer data between your Dubizzle and LeadSquared accounts.
  • Export Data Source lets you export the JSON of the data source/connector as a file to your local system.

Dubizzle WhatsApp LeadSquared integration

 

7. View Activities

To view the Dubizzle WhatsApp Enquiry activity, navigate to Leads>Manage Leads, and click on the lead where the activity is posted. On the Lead Details page, view the activity under the Activity History tab. You’ll also find the WhatsApp conversation link under this activity. Copy the link and paste it into a new web tab to start the WhatsApp conversation with the lead.

LeadSquared Dubizzle Integration

 

8. View Logs

Here, you can view logs of all the sync jobs that have taken place.

  1. Navigate to Apps>Dubizzle WhatsApp, and click More Actions, and click View Logs.
  2. 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).
  3. You can view the sync status of the following events –
    • New Events – List of all the new payment activities posted in your account.
    • Errors – The list of unsuccessful payment activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  4. 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.
    • Successful responses will contain details of the leads pushed by Dubizzle.
    • 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.

google forms view logs

 

9. Other Actions

You can edit or delete the Dubizzle WhatsApp connector that you created. To do this –

  1. Navigate to Apps>Apps Marketplace and search for the Dubizzle WhatsApp connector.
  2. On the Dubizzle WhatsApp connector, click Settings.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • Disable the connector
    • Remove the connector

Dubizzle WhatsApp LeadSquared integration

 

10. View Reports

You can view the total number of leads that have been pulled from Dubizzle WhatsApp, 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!

Scheduling Reports on SIERA

1. Feature Overview

Schedule the delivery of your SIERA report to your LeadSquared email address. Admins can schedule reports for themselves or other users, while non-admin users can schedule reports for themselves.

 

2. Prerequisites

 

3. Scheduling SIERA Reports

On an SIERA report, click on the siera 3 dotted icon icon and select Schedule Report.

Navigate to schedule a report on siera

Set up your Schedule Configuration for SIERA report delivery:

  • Start Date: Choose the date when SIERA should begin sending scheduled reports.
  • Scheduled Time: Select a time slot from the drop-down; the report will be sent within that time frame. The timezone used will be as configured on your LeadSquared account.
  • Frequency: Specify how often you’d like to receive the reports.
    • Daily: Receive reports on each selected day.
    • Weekly: Reports are sent on a weekly basis starting from the specified Start Date and as defined in –
      • Repeat Every: Choose how often to receive the report (e.g., every week, every 2, 3, or 4 weeks).
    • Monthly: Reports are sent every month based on –
      • On Day: Choose a date for the report to be sent monthly. If you’ve chosen 31: some months have fewer than 31 days, for these months, the occurrence will fall on the last day of the month.
      • On The: Select a specific day (e.g., “First Monday” of the month).
  • End Date: Define when the scheduling will stop. The respective report will not be sent after this date.
  • Export Format: Currently, only CSV format is supported for exports.

configurations for scheduling siera reports

You can schedule reports either for yourself or, if you’re an admin, you can schedule them for others. When scheduling for others, you have the flexibility to choose recipients based on Teams, Roles, Groups, or Users.

Once done, click Schedule.

Note:

  • If you’re a sales user, when you schedule your report, you will only receive your data.
  • When admins schedule reports for others, all users included in the schedule will have access to the report as displayed to the admin, including data on all users within the report. To restrict certain data visibility, admins can apply filters to the report before scheduling it.

siera schedule for others

The schedule limit for yourself and the account as a whole is mentioned under Schedule Configuration –

User Limit – The number of active reports you can schedule for yourself or others.

Account Limit – The total number of active reports users and admins can schedule.

To understand the report schedule limitations on your account, contact support@leadsquared.com.

report schedule limit

 

4. Manage Scheduled Reports

Once a report is scheduled, it will appear under the Scheduled Reports section on SIERA.

Note: A scheduled report will become inactive in the following scenarios:

  • The Owner of the scheduled report is deactivated.
  • The report itself is deleted.
  • A user/admin stops the report.
  • The schedule reaches its End Date.
  • If the report is scheduled for multiple users, and all users are deactivated.

scheduled reports section siera

You can filter the scheduled reports by clicking Filters.

filter scheduled reports on SIERA

You can edit an active or inactive report by clicking the Edit button.

Note: The last user to edit a scheduled report will automatically become the new owner of that report.

Edit a scheduled report on SIERA

To view the edit log, click History.

scheduled report history on SIERA

To stop a scheduled report, click Stop.

stop a scheduled report on siera

 

Any Questions?

Did you find this article helpful? Please let us know if you have questions or feedback in the comments section below. We’d love to hear from you and help you out!

Manage Subscriptions – Feature Guide

1. Feature Overview

The Manage Subscriptions UI allows you to efficiently view and manage all aspects of your LeadSquared subscription. Access detailed information about your current active plan, including licenses, utilization, and any add-ons associated with your subscription. Additionally, you can review and pay invoices related to your LeadSquared licenses, ensuring your account remains up-to-date. The UI also provides a convenient way to directly purchase add-on licenses along with your subscription. Furthermore, you can view your company’s profile and billing details, as well as LeadSquared’s registration and banking information, all in one place.

Note:

 

2. Prerequisites

Manage Subscriptions must be enabled on your account. Reach out to support@leadsquared.com.

Note: Manage Subscriptions option will not be visible in the user account menu for non-billing users.

 

3. Home Page

3.1 Plan Details

The Subscription card on the homepage provides an overview of your plan. It displays the name of your current plan along with visual representations of both the contract duration and billing duration.

The Contract Duration bar represents the start date, end date, and total duration of your LeadSquared contract. The duration of the subscription is represented in percentage. By hovering over the percentage displayed on the bar, you can see how many days of the subscription have passed.

The Billing Duration bar represents the billing period for your LeadSquared subscription. The bar displays the billing start date, billing end date and total billing duration of the plan. Payments can be made on a monthly, quarterly, half-yearly or yearly basis. Hover over the green bar to view the current billing period. The bar’s progression increases as billing cycle invoices are raised for each billing period.
For example, in the screenshot below the progress bar is green till the end of August 2024, as the billing cycle invoices are raised till that date.

Leadsquared - Subscription Management

3.2 Subscription History

Click Leadsquared - Subscription Managementand navigate to Show History on the Subscription card to view the Subscription History popup. Here, you can view your past and current subscriptions with their details including the plan name, contract duration, billable duration, and payment mode with the statuses of the subscribed plans –

  • Active – current plan of your LeadSquared subscription
  • Expired – previous plan of your LeadSquared subscription

Leadsquared - Subscription Management

3.3 Monthly Subscription

Click on the amount shown under Monthly Subscription on the Manage Subscriptions homepage to see a detailed breakdown of your subscription which includes your plan and add-on (recurring and one-time) details.

Leadsquared - Manage Subscription

Plan Bundle is the default set of licenses procured, that consists of base and contractual adjustments.

Leadsquared - Subscription Management

Recurring Add-ons are additional licenses purchased apart from the ones included in your plan bundle. They come with a monthly value based on the number of units purchased.

Leadsquared - Subscription Management

One-Time Add-ons are additional licenses purchased separately from the plan bundle and are charged only once.

Leadsquared - Subscription Management

Note:

  • Even if your billing frequency is quarterly or half-yearly or yearly, the payment amount is automatically divided and calculated as a monthly subscription by default.
  • You can buy add-on licenses in addition to the licenses available by default with their plan by clicking on Buy Add-ons.

 

3.4 Total Outstanding

The Total Outstanding card on the homepage shows the total amount that must be paid. This includes both due and overdue invoices. Click Review & Pay to see a detailed list of all your invoices on the Invoice & Payments page. Here, your pending invoices will be selected by default to proceed with the payment.

Leadsquared - Manage Subscriptions

3.5 Billing Frequency

The Billing Details card displays your billing frequency, billing period and next bill due date.

Leadsquared - Subscription Management

Your billing frequency could be –

Monthly Payment must be made every month
Quarterly Payment must be made every 3 months
Half-Yearly Payment must be made every 6 months
Yearly Payment must be made every 12 months

 

3.6 Billing Details

The Billing Details button on the top right of your Manage Subscription homepage opens a popup with –

  • Customer Information – Your company details based on your country (refer table below). Here you can add email IDs of upto 20 Billing Recipients and Billing Escalation Recipients to notify the users about invoice release and updates. All the other details are non-editable. To edit these details, reach out your account owner or billing.ops@leadsquared.com.
  • About LeadSquared – LeadSquared company details including the Legal Entity Name, address, registration details and bank details.

Leadsquared - Manage Subscription

The following table displays the Customer Information displayed based on different geographical settings –

Country / Legal Entity Registration Details Bank Details
India
  • PAN
  • TAN
  • CIN
  • Payee Name
  • Bank Name
  • Virtual Account Number
  • Bank Code
  • Branch
US
  • EIN
  • Sales Tax Registration
  • TRC
  • Payee Name
  • Bank Name
  • Account Number
  • SWIFT Code
  • Branch
  • Fed ABA Number
  • CHIPS ABA Number
  • ACH Routing Number
Australia
  • ABN
  • GST
  • Payee Name
  • Bank Name
  • Account Number
  • SWIFT Code
  • Branch
Singapore
  • UEN
  • GST
  • Payee Name
  • Bank Name
  • Account Number
  • SWIFT Code
  • Branch
Africa
  • Registration Number
  • VAT
  • Payee Name
  • Bank Name
  • Account Number
  • SWIFT Code
  • Branch

 

4. Subscription Details Page

The Subscription Details page offers an overview of all the licenses purchased and their limits. Here, you can make additional license purchases by clicking Buy Add-ons. You can also toggle between License Usage and Metered Usage, and search for a particular license using the search tab.

4.1 License Usage

The License Usage page under Subscription Details displays the usage of all the licenses in your account. Here, you can view license details including –

License Name Name of the license
Maximum Limit Total limit available for the customer to use
Utilization Total limit used by the customer in percentage
Remaining Limit Limits available for consumption after current usage

Hover over the number displayed under maximum limit of a particular license to see the breakdown of the license allocated within your plan which includes the base limit, contractual adjustments, purchased as recurring add-ons or one-time add-ons. A pop-up displays the Limit Bifurcation of each license.

Leadsquared - Manage Subscriptions

4.2 Metered Usage

The Metered Usage page displays the usage of all licenses that are metered in nature. This includes licenses that can be consumed in specific transactions like API calls/messages/emails/conversations/automation executions, etc. You can monitor the usage at any point of time. On this page, you can view license details including –

License Name Name of the license
Allowed Limits Daily/Monthly/Yearly limit as defined in the plan
Unit The basis on which the license is measured (e.g., Calls, Counts)
Usage Actual usage of the units as of the previous day
Remaining Limits Limits remaining after usage
Additional Usage Usage exceeding the limit (Usage – Limit = Additional Usage)
Rate Charge for additional consumption (per unit)
Additional Bill Amount Calculated based on the additional usage and rate which is prorated as per the end date of the current billing cycle

(Additional Usage x Rate)

Note: Each license has a set limit. If you go over that limit, you can continue using the feature up till 125%, but you’ll be billed for additional usage at the applicable rate. On crossing the 125% limit, the service will stop, and you won’t be able to use it until you purchase additional limits. Monitor your usage and buy more add-ons to avoid service interruption.
License Name Limit
API Calls Daily Limit
Executions Yearly Limit
Email Monthly Limit
Landing Page Submissions Monthly Limit
Widgets Submissions Monthly Limit
Conversations Monthly Limit
Email Parser Monthly Limit
Storage – Active Data For Entire Plan Duration
File Storage For Entire Plan Duration

Leadsquared - Subscription Management

You can see the Metered Usage of a particular month by clicking the box under Calendar and selecting the relevant month from the pop-up.

Leadsquared - Manage Subscriptions

4.3 Monitoring Metered Usage

While using licenses that are metered in nature, there is a possibility that you exceed your limits. To drill down to a monthly/daily view of your metered usage –

  1. Click the relevant license on the Metered Usage page.
  2. A pop-up displays the details about the usage of the license including the usage of the month, the allocated limit, the usage, the additional usage, billed usage, rate and additional bill amount.
  3. Click Leadsquared - Manage Subscriptions alongside the month column to view a day-wise breakdown of the usage.

Leadsquared - Subscription Management

4.3 Refresh Metered Usage

On the Subscription Details page, get the latest usage of your metered license by hovering over the Usage number alongside the relevant license. Click Leadsquared - Manage Subscriptionsto refresh. This will display the most recent usage count.

Leadsquared - Manage Subscriptions

 

5. Invoices & Payments Page

On the Invoice & Payments page, you can view, download and pay all your LeadSquared subscription invoices.
Leadsquared - Subscription Management

The page displays details of invoices including –

Invoice Date The date on which the invoice was raised
Invoice ID Tax Invoice Number
Invoice Amount The invoice amount
Invoice Amount (with TAX) The total amount including taxes
Amount Paid The amount that has been paid by the customer
Balance Due The remaining amount to be paid if any partial payment has been made previously

(Invoice Amount (including taxes) – Partial Payment = Balance Due)

Due Date The date by when the invoice must be paid
Invoice Status If your invoice is issued on August 1, 2024, and the payment is due by August 15, 2024 –

  • From August 1 to August 14, 2024, the invoice is due. On August 2, it’s due in 13 days, on August 3, it’s due in 12 days and so on.
  • On August 15, 2024, the invoice is Due. This is the last day to make the payment on time.
  • After August 15, 2024, if the payment hasn’t been made, the invoice becomes Overdue.
  • All your overdue and due invoices are considered to be Outstanding.
  • If the invoice is paid and reconciled successfully any time, it’s marked Paid.
  • If the invoice is paid, but reconciliation is pending, it’s marked Paid-Clearing Pending. This usually occurs when partial payments are made through bank transfer.
Transaction Status The status of the transaction as shown on the payment gateway:

  • Success
  • Failure
  • Processing
  • Pending (Payment not initiated yet)
Note: If your transaction status says Paid-Clearing Pending, reach out to billing.ops@leadsquared.com.

5.1 Search & Filter Invoices

To search for a particular invoice based on the Invoice ID –

  1. Click Search.
  2. Enter the relevant Tax Invoice Number and click LeadSquared - Search leads icon.

To Filter and view relevant invoices –

  1. Click Show Filters.
  2. You can filter invoices based on the Invoice Date, Invoice Status and Transaction Status. Select the relevant filter from the dropdowns.

Leadsquared - Subscription Management

5.2 Pay Outstanding Invoices

The outstanding LeadSquared subscription invoices can be paid by selecting either single or multiple invoices.

To pay a single or selected number of invoices –

  1. Navigate to Manage Subscriptions>Invoice & Payments.
  2. Click the check box alongside the relevant invoice or invoices.
  3. Click Review & Pay. The popup displays the breakdown of your subscription –
  • India – number of invoices you are paying for, amount before tax, TDS percentage, TDS amount, amount after tax and the Net Payable amount.
  • The US and other countries – number of invoices you are paying for, amount before tax, amount after tax and the Net Payable amount.

Click Pay on the bottom of the screen. You will be redirected to the payment gateway.

Leadsquared - Manage Subscriptions

To pay all outstanding invoices –

  1. On the Invoices & Payments page, click the number of invoices on the Total Outstanding Amount card. All the unpaid invoices will be selected.
  2. Click Review & Pay. A popup displays the breakdown of your payment with details.
  3. Click Pay and you will be directed to the payment gateway.
Note: The maximum single payment limit on Razorpay is ₹1 lakh. For Stripe, the limit depends on your bank’s restrictions. If you try to make a payment exceeding these limits, you will encounter an error.

Leadsquared - Subscription Management

5.3 Download Invoices

You can download your LeadSquared subscription invoices in single or bulk from the Invoice & Payments page.

To download a single invoice –

  1. Navigate to Manage Subscriptions>Invoice & Payments.
  2. Click the Invoice ID of the relevant invoice. The invoice will be downloaded.

Leadsquared - Manage Subscription

To download multiple invoices –

  1. Click the check box alongside all the relevant invoices.
  2. Click Actions and select Download Invoice. All the selected invoices will be downloaded.

Leadsquared - Subscription Management

To download all your outstanding invoices –

  1. Click on the number of invoices mentioned in the Total Outstanding Amount card. All the outstanding invoices will be selected.
  2. Click Actions and select Download Invoice.
Note: A maximum of 20 invoices can be selected and downloaded in one go. If you attempt to download more than the limit, you will receive the following error message on top of your screen: “Max 20 invoices can be downloaded at once”.

Leadsquared - Subscription Management

6. Buy Add-ons

You can increase the limits of your recurring or one-time licenses using the Buy Add-ons page on the Manage Subscriptions UI.

You can access Buy Add-ons from the following pages –

  1. Navigate to the Subscription Details page on Manage Subscriptions UI.
  2. On the top right, click Buy Add-ons.

Leadsquared - Subscription Management

Alternatively, you can access the Buy Add-ons page –

  1. On your Manage Subscriptions homepage, click the amount displayed below the Monthly Subscription.
  2. On the Monthly Subscription popup, click Buy Add-ons. You will be redirected to the Manage Subscriptions page where you can purchase the add-ons.

Leadsquared - Subscription Management

You can also access the Buy Add-ons page –

  1. Navigate to Purchase History page on Manage Subscriptions UI.
  2. On the top right, click Buy Add-ons.

Leadsquared - Subscription Management

6.1 Buy Recurring Add-ons

The Recurring add-ons page displays details including –

License Name Name of the license
Recurring Quantity The allocated license limit on monthly recurring basis
Specify Bundle Enter the quantity of bundles that you wish to purchase
Effective Quantity Total quantity after including add-ons
Bundle Price Price per bundle
Monthly Subscription The amount to be paid for the specified quantity for an entire billing month
Billing Amount Prorated amount calculated till the end of the billing cycle

Billing Amount = (Number of days remaining in the billing cycle / Total days in the billing cycle) x (Monthly Subscription x Number of months in the billing cycle)

For Instance, let’s take

  • Billing Cycle – 1st January – 31st March (90 days)
  • Date of Add-on Purchase – 1st March
  • Number of days remaining in the billing cycle – 31 Days
  • Monthly Subscription – 3,000/-
  • Total cost for the billing duration – 3,000 x 3 = 9,000/-
  • Billing Amount – (31 / 90) x 9,000 = 3,100/-
Note: In the Specify Quantity column, the number alongside Bundle Size denotes the number of units per bundle. The numbers alongside Min and Max denote the minimum number of bundles and maximum number of bundles that can be purchased, respectively.

Leadsquared - Subscription Management

6.2 Buy One-Time Add-ons

The Onetime add-ons page displays details including –

License Name Name of the license
Specify Bundle Enter the quantity of bundles that you wish to purchase
Bundle Price Price per bundle
Billing Amount The amount to be paid for the specified quantity

Leadsquared - Subscription Management

7. Purchase History Page

Purchase History page provides a comprehensive view of all add-on orders placed through the Manage Subscriptions UI. To navigate to the Purchase History page, from the left side menu on the Manage Subscriptions UI, click Leadsquared - Subscription Management.

Leadsquared - Manage Subscription

This page displays details including –

Ordered On Date and time of order as per the user’s time zone
Order ID Generated order ID

(Clicking on the Order ID will open a pop-up with the order details)

Order Status Indicates whether the order is –

  • Success – order placed successfully and paid
  • Pending – order not completely placed by the user
  • In-progress – order placed but not processed yet
  • Failed – order failed
Order Type Indicates the type of order

(Currently, only add-ons are available)

Ordered By Displays the user who placed the order
Amount Indicates the order amount
Payment Status Indicates if the payment was successfully completed or not
Invoice ID Shows the invoice number

(Orders with failed payment status will not have an Invoice ID)

7.1 Search & Filter Orders

On the Purchase History page, you can search for specific orders by using the search tab or filters.

To search for a particular order based on the Invoice ID or Order ID-

  1. Click the Search Tab.
  2. Enter the relevant Order ID or Invoice ID and click LeadSquared - Search leads icon.

To Filter and view relevant invoices –

  1. Click Show Filters.
  2. You can filter invoices based on the Transaction Date, Order Status and Order Type. Select the relevant filter from the dropdowns.

Leadsquared - Subscription Management

7.2 Download Invoices

To download a single invoice, click the Invoice ID of the relevant invoice. The invoice will be downloaded.

Leadsquared - Subscription Management

To download multiple invoices –

  1. Click the check box alongside all the relevant invoices.
  2. Click Actions and select Download Invoice. All the selected invoices will be downloaded.

Leadsquared - Subscription Management

 

8. Contact Us

Click Leadsquared - Subscription Managementto find email IDs of your Finance Owners, Account Owners and Customer Support on your Manage Subscriptions homepage. You can reach out to the relevant personnel to upgrade, downgrade or switch plans, or if you face any issues with your invoice payment. You can send emails to them individually or in bulk. You can also copy these emails to add them to your own directories.

Leadsquared - Manage Subscription

To send an email to a single specific point of contact, click on their email address. This will open a draft in your default email application, allowing you to compose and send your mail.

Leadsquared - Manage Subscription

To send an email to multiple points of contact, click Leadsquared - Subscription Management. This will open a draft in your default email application, allowing you to compose and send mails to all the relevant POCs.

 

9. Usage Notifications

All admin users will receive email notifications for reaching certain limits of license usage. By clicking on the Manage Subscriptions button, they can access the Manage Subscriptions portal to review their plan and licenses.

Email Notifications will be sent when your License  –

  • Usage reaches Critical Levels (Below 100%)

Leadsquared - Subscription Management

  • Capacity is Fully Utilized (Over 100%)

Leadsquared - Subscription Management

  • Usage stops due to Overuse (Over 125%)

Leadsquared - Subscription Management

 

10. Error

If you face the error saying “Access Denied! You do not have sufficient permission to access this page.”, it could be because

Leadsquared - Subscription Management

Leadsquared - Subscription Management

  • You are not an administrator user.

Leadsquared - Subscription Management

 

11. FAQ

1. What licenses are included in my current plan and how can I add more?

To see the licenses included in your current plan, click the amount shown on the Subscription Details page. You can toggle between Metered Usage and License Usage to view the relevant licenses. You can purchase additional licenses through Manage Subscriptions. To add more licenses to your base plan, click Buy Add-ons from your Subscription Details page. You can only buy those add-ons that are available with your plan.

2. How can I upgrade, downgrade or switch my subscription plan?

Click the email icon in the bottom left corner of the Manage Subscriptions page and contact the finance or account owner to request a change.

3. How to change the Billing User?

There can only be one billing user at any given time. To set another Administrator as the billing user –

  1. Navigate to Settings>Users and Permissions>Users.
  2. Along the row of the Administrator you want to set as the billing user, hover your cursor over   and select Set Billing User.
  3. On the Set Billing User pop-up, click Yes.

4. How do I track my usage of metered licenses (API calls, emails, automation executions, etc.)?

To view your usage of metered licenses –

  1. Navigate to Manage Subscriptions>Subscription Details.
  2. Click the Metered Usage tab.
  3. Click the relevant license from the list of metered licenses.
  4. A popup comprehensively displays the month-wise and day-wise breakdown of the limits, usage, additional usage, billed usage, rate and additional bill amount of the particular license.

5. What are the limits for my Metered Licenses?

The limits for your Metered Licenses are based on your plan. However, you are free to use more than the given limit at a defined rate, by incurring an additional cost.

6. How can I monitor my License Usage to avoid exceeding limits?

The Subscription Details page displays all the licenses you have purchased along with their maximum limit, your utilization, remaining limit and a bar visually representing your usage. Hover over the number displayed under maximum limit of a particular license to view a pop-up displaying the Limit Bifurcation of the license. This pop-up displays the limit of the license available –

  • With your Base Plan
  • under Contractual Adjustments
  • As Recurring Add-on
  • As One-Time Add-on

7. How is my billing calculated?

Your bill is based on your Monthly Subscription, which includes your base plan (or Plan Bundle) and any recurring add-ons. One-time licenses involve a single payment. If you exceed your plan’s limits through metered usage, additional charges will apply. When you choose to pay quarterly, half-yearly, or yearly, the Monthly Subscription rate is multiplied by the number of months in that period—three months for quarterly, six months for semi-annual, and twelve months for annual payments. Additionally, all add-ons are billed on a pro rata basis, depending on the end date of your respective billing cycles.

8. Can I view and download my invoices?

You can view and download your invoices, either individually or in bulk, from the Invoice & Payments page on Manage Subscriptions.

9. How do I update my Billing Details?

You can access your company profile and LeadSquared’s billing details on clicking the Billing Details button on the Manage Subscription homepage. You cannot edit your company’s information by yourself. Reach out to your Account Owner to change these details.

10. What happens if I exceed my usage limits? Are there any overage charges (additional billing/costs)?

You will receive email notifications about your license usage limits periodically (at 75%, 85%, 95%,100% and 125%). You will be billed additionally for extra usage and you can continue using the license. However, on crossing the 125% limit, the service will stop, and you won’t be able to use it until you purchase additional limits. Monitor your usage and buy more add-ons to avoid service interruption.

11. How quickly will new licenses be activated after purchase?

The new licenses that you purchase will be activated immediately.

12. Can I get a refund for unused licenses if I downgrade or cancel my plan?

Refund is not applicable on the licenses procured.

 

Any Questions?

Do you have questions or issues with the content in this article? Let us know in the comments section below. We’ll get back to you asap!