1. Feature Overview Universal Data Sync (UDS) enables effortless no code integration and data synchronization between two systems, such as marketing platforms, e-commerce systems, CRM tools, accounting software, and more. With UDS, you can create an application and setup multiple data flows within it, enabling you to consolidate and manage all data flows for a […]
1. Feature Overview Universal Data Sync (UDS) enables effortless, no-code integration and data synchronization between two systems, such as marketing platforms, e-commerce systems, CRM tools, accounting software, and more. To integrate your third-party data sources with LeadSquared, create an app for each service (e.g., Razorpay, Outlook, Calendly, etc.). An App serves as a container where […]
1. Feature Overview When setting up your flows, you may need to use credentials or tokens that remain consistent across flows. UDS supports this through Global Variables, which can be defined within an App. Global Variables provide a secure space to store and reuse values like authentication tokens, API keys, or passwords across multiple flows and […]
1. Feature Overview With UDS (Universal Data Sync), you can create an application and set up multiple data flows within it—allowing you to consolidate and manage all data flows related to a single provider or use case in one unified workspace. This article will guide you through creating and managing data flows within a UDS […]
1. Feature Overview With UDS, you can create an application and configure multiple data flows within it. Each data flow consists of two key components: Trigger Action A trigger is the starting point of a data flow—it initiates execution whenever a specific event occurs and then actions are performed. This document provides an overview of the […]
1. Feature Overview In Universal Data Sync (UDS), Actions are the building blocks of a workflow. When a trigger initiates a workflow, one or more actions are executed sequentially or conditionally to perform tasks such as API calls, transformations, or returning a custom response to the API caller. 2. Prerequisites You must be an […]
1. Feature Overview The Analytics screen displays key metrics for all chatbots in your account. It shows crucial metrics like total messages, average response time, total handovers to agents, and more. These insights help you assess bot performance and identify areas for improvement. Use this data to optimize engagement and improve response efficiency. 2. […]
1. Feature Overview This AI-powered chatbot enhances a journey-based bot by answering questions outside the configured chat flow. It learns from the knowledge bases and resources you provide, including open-ended content like documents or website links. Using this information, it addresses lead queries not covered in the original flow, while still following the Journey-based flow […]
Scenario: Users want to remove extra activity types appearing in the Add Activity dropdown on the LeadSquared Mobile App, which are not visible on the Web App. Solution: To resolve this issue, you can enable the advanced setting Remove Quick Add Activity Button. This ensures that only processes deployed on the Add Activity Button appear […]
Issue: A Sales User (User A), who is not the lead owner, can view leads assigned to another user (User B). Possible Causes: Opportunity Ownership -If User A is the opportunity owner of an opportunity associated with a lead owned by User B, User A will automatically have “View” access to that lead. This is […]
1. Feature Overview The Unified Login Experience for all LeadSquared users is soon to be available. This eliminates the need to access multiple URLs (such as run.leadsquared.com, marvin.leadsquared.com, login.leadsquared.com, etc) by providing a single, consolidated URL for seamless login and improved accessibility. What does this mean for you? Starting 13th December 2024, all users will transition […]
1. Feature Overview The Bulk Delete Data feature allows you to delete system & core activities, and custom activities from your account in a single action. This feature lets you efficiently manage your storage by removing older data that your business no longer requires. Note: This feature allows you to delete up to 200,000 activities in a single […]