Make Calls on Your Phone Using the Web Platform

1. Feature Overview

Phone calls you initiate through the LeadSquared desktop application can be placed through the LeadSquared mobile app on your smartphone.

Call logs are automatically posted as activities on the respective leads in your account.

2. Prerequisites

• You must be the Administrator of your LeadSquared account.
• Install the Custom Lead and List Actions connector.
• You must install the Call and SMS tracker connector.
• Install and configure the Nudges Connector.
• The Lead’s details should include their telephone number.
• You must be logged into your LeadSquared Mobile Application while the call is being placed.
• Autostart Permission must be enabled in the LeadSquared Mobile Application of your phone.
• Enable Permissions on the device setting to Make a Call,  Read Contact and Read Call History.

3. How it Works

1. Install the Call and SMS tracker connector.
2. You’ll use the Nudge Connector to create a nudge (notification) on the LeadSquared mobile app. When a user taps the nudge, the phone call will be placed to the respective lead. Note down the Nudge template ID.
3. You’ll create a new ‘initiate/place phone call’ action on the Manage Leads (and Smart Views) and Lead Details pages, using the Custom Lead and List Action connector. When a user clicks this action from the desktop, the phone call nudge (configured in the previous step) is sent to the user’s LeadSquared mobile app.

4. Create a Call Routing Nudge

1. Navigate to Apps>Manage Nudge Templates>Custom Nudges.
2. Click Create New Template.
3. Enter the relevant details in the 1st and 2nd pages of the pop-up window. To know more about creating a nudge, see Nudges Connector.
4. In the 3rd page, click Add Action and enter the Action Type as Call Routing.
5. Click Save and close.

Once you’re done creating a call routing Nudge, click on it to view the Nudge Template ID. Copy this ID to use in Section 5.

5. Create the Desktop Action

Before you proceed, get the authorization token from your account manager.

1. From the main menu, navigate to Apps>Apps Marketplace>UI Customization>Custom Lead and List Actions.
2. Hover your cursor over and select Configure.
3. On the pop-up window, select Lead Grid Row Action and click Add Action.
4. Enter the following details –
   • Action Label – Enter an action name (Make a Call, Call from Mobile, etc.)
   • Action Type – Select Call an API.
   • Callback URL – Paste the following URL – https://nudges-api.leadsquaredapps.com/nudges/notificationPushEvent/api?templateId={TEMPLATEID}&leadId=@{Lead:ProspectID,}&to=@{User:UserId,}
     • The Template ID to be entered here can be obtained from the Manage Nudge Templates page once you create a Nudge.
   • HTTP Method – Select POST.
   • Data – {"x-auth-token":"AUTHORIZATION TOKEN"}
5. Click Save.

6. Make a Call

Once the setup is completed, you can make a call from your mobile using the web application. To do so –

1. Navigate to Leads>Manage Leads.
2. Hover your cursor over and select the name of the action you’ve created (Make a Call, Call from Mobile, etc.).

The nudge for call routing is available on the mobile app as well –

Once the call ends, an activity is posted on the Lead Details page.

7. Troubleshooting

If your phone call doesn’t get placed, copy the reference ID shown below. Write an email to  support@leadsquared.com with this reference ID for help.

Any Questions?

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