1. Feature Overview The Document Manager is a repository that stores a loan applicant’s documents (such as KYC, KYB, income, collateral documents, etc). In LeadSquared’s Loan Origination System (LOS) workflow, the Document Manager is part of the Checklist process. Agents use it to view, verify, download, and upload applicant documents, and complete a checklist to […]
1. Feature Overview Risk Containment Units (RCUs) are specialised teams that verify the authenticity of loan application documents, including KYC, KYB, income, and collateral documents. RCU checks form a standard part of the loan origination process, especially for high-ticket products (such as Home Loans, Loan Against Property, and Commercial Vehicle loans). They act as an […]
1. Feature Overview Users can rename the “Opportunity” module to match their business terminology. This is different from Opportunity Types, which are created from scratch in your account. For example, a bank can rename “Opportunities” to “Loans”, while Opportunity Types are called “Home Loans”, “Personal Loans”, “Education Loans”, and so on. This helps align the […]
1. Feature Overview By default, you can export up to 100,000 opportunities in a single request. To export more than 100,000 (and up to one million) opportunities, enable the Auto ID field on your Opportunity Type. This lets you segment opportunities using Auto ID ranges and export them in smaller, manageable batches, ensuring you don’t […]
1. Feature Overview The Manage Opportunities page shows the list of opportunities created for each Opportunity Type. On this page, users can perform actions like adding new opportunities, updating opportunities in bulk, importing and exporting opportunities, adding advanced search filters, customising visible columns, and adding new leads directly. This helps users manage large volumes of […]
1. Feature Overview Opportunities represent potential deals for products or services a lead shows interest in. Opportunity Types are the different products and services a business offers. For example, a bank may configure Opportunity Types such as Home Loan, Education Loan, Personal Loan, and Vehicle Loan. Once you create these, you can set up workflows […]
1. Feature Overview Duplicate opportunities contain details of the same lead who shows interest in the same Opportunity Types across multiple sources, like websites, landing pages, incoming calls, etc. To prevent this, set up dedupe rules to identify duplicate opportunities, which helps optimise your users’ efforts, maintain clean data and improve reporting accuracy. 2. […]
1. Feature Overview In addition to opportunities users add manually and via automations, you can also import opportunities into LeadSquared using a CSV file. This helps you create opportunities in bulk, such as for leads interested in term insurance, medical insurance, home insurance, automobile insurance, and accidental insurance. 2. How it Works On a CSV […]
1. Feature Overview When evaluating a customer’s loan application, the credit manager must manually write executive and applicant summaries. This is tedious, and the credit manager must look up data related to the customer’s application across various regulatory sites. To address this, we’ve introduced the AI Loan Proposal feature, which automates the generation of Executive […]
1. Feature Overview Tasks and reminders in LeadSquared are appointments and to-dos that help users convert leads into customers. They make it easy to track deadlines, manage records, and understand user efficiency. The system includes pre-configured appointments such as meetings and phone calls, and supports creating custom Appointments (for example, doctor consultations or insurance renewal […]
1. Feature Overview From the list of Appointment and To-do tasks configured by Admins, Sales Users can add relevant tasks directly to leads and opportunities. You can add tasks from several pages in LeadSquared, including the Manage Leads, Opportunity Details, Tasks, and Activities pages. After users add the tasks, they work toward resolving them. This […]
1. Feature Overview Portals are functional self-service websites that help with lead application management, and are used to complete an application or registration process. LeadSquared’s Portal feature allows you to build your own online portals to capture leads and opportunities, through online forms, making the entire process paperless. Portals also enable you to collect information on […]
1. Feature Overview LeadSquared’s Portal feature enables you to build your own customized online portals (for education/insurance/lending/medical applications, course registrations, etc.) to capture leads and opportunities. The Portals Designer lets you build entire portals without writing a single line of code. It offers pre-built templates for common use cases across industries, and also the ability to design […]
1. Feature Overview In LeadSquared, lead conversion potential was traditionally measured using Lead Scores, Engagement Scores, and Lead Quality Scores. While these metrics offer valuable insights, they are static, require manual setup, and assess each parameter independently without understanding their interrelation. To overcome these limitations, LeadSquared introduces the AI-powered Lead Propensity Score – a dynamic […]
1. Feature Overview Once Leads and Opportunities are captured in your account, you can monitor their progress down the sales funnel by tracking notable interactions and events, or ‘Activities’. Activities help you understand a lead’s position in the conversion funnel, and accordingly automate nurturing and sales processes. Activities include email opens, website visits, link clicks, […]
1. Feature Overview You can use LeadSquared forms to create registration forms (sign-up forms) on your portals. Once you create a registration form and integrate it into the Portal Designer, you can configure it to appear in different states to provide registration, login, forgot password, and reset password functionality. The most basic registration form consists of a username/email […]
1. Feature Overview In banks and insurance agencies, approvers handle customer applications (like loans or credit cards) and claims (like health insurance). When an approver goes on planned leave, they nominate a back-up (fallback) approver to step in. The approver (going on leave) usually sends a formal email to their manager, including their leave dates, […]
1. Feature Overview Opportunities in LeadSquared represent potential deals. Through opportunity management, you can track various aspects of deals in progress. This article will help you understand how to add opportunities to leads, and perform multiple actions on these opportunities such as bulk and grid updates, export opportunities and reset filters. To know how to […]
1. Feature Overview Users can customise the Tasks page to reflect their priorities. There are two views available on the Tasks page – List View – All tasks appear in a list, with columns that show details such as Status, Due Date, and Task Owner. This helps you view key task information at a glance. […]
1. Feature Overview The CallTrackingMetrics texting connector lets you send texts to leads directly from your LeadSquared account. In addition, you’ll be able to – Set up automated SMS campaigns with notifications and reminders. Track incoming and outgoing SMS logs as activities. Eliminate the need to switch between multiple applications to manage SMS activities. Analyze […]
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 […]
1. Feature Overview Activities represent key interactions or events that occur during a lead’s journey toward conversion. These can include default LeadSquared activities—such as form submissions, email opens, or email bounces—as well as Custom Activities configured to match your business workflows (for example, sending WhatsApp messages or scheduling meetings). LeadSquared allows you to add activities […]
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 […]
Important: Refer to this article if the Chatbot feature was enabled on your account after 29th August 2024. If it was enabled on or before 28th August 2024, refer to Build a Journey-Based Chatbot (v1). 1. Feature Overview Build a chatbot to guide your leads through an end-to-end journey to achieve specific goals and complete […]
1. Feature Overview This article shows you how to add multiple web pages (home page, contact us page, application dashboard, etc.) to your LeadSquared Portals, using the Portal Designer. You can also make logins compulsory to view certain pages. This can be used for application and user profile pages. 2. Prerequisites Portals Designer is […]
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 […]
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 […]
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, […]
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 […]
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 […]
1. Feature Overview The Email Parser connector extracts personally identifiable information (PII) of potential leads from inbound emails, and creates them as leads in your LeadSquared account. You can capture emails from Gmail, Outlook and other email providers. This connector streamlines processes, reduces manual data entry, prevents errors in lead creation, and improves efficiency. AI-Powered […]
1. Feature Overview Tata Tele Business Services‘s WhatsApp self-serve solutions help you engage your customers in a simple, secure, and reliable way. Tata Tele Business Services facilitates customer support and other marketing efforts through WhatsApp. To know more, visit Tata Tele Business Services. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our […]
1. Feature Overview The LeadSquared Facebook/Instagram Lead Ads connector sets up a seamless transfer of your lead data from Facebook Ads and Instagram Ads accounts to your LeadSquared account. It allows you to track all your leads from Facebook in real-time, by syncing your Facebook LeadGen form with LeadSquared. This removes the need to constantly […]
1. Feature Overview Opportunities in LeadSquared represent your potential deals (for e.g. – cross-sells, up-sells, and other sales opportunities). Let’s take the example of an insurance company. John Doe has an existing health insurance policy, and he’s shown interest in opting for other insurance policies, such as term insurance, motor insurance and home insurance. The […]
1. Feature Overview This connector transfers lead data in real-time from your LeadSquared account to your Ameyo account. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Ameyo account. This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com. […]
1. Feature Overview When conducting business interactions via email clients like Gmail, Outlook, and Apple email, capture the sender and recipient details as leads in LeadSquared through the Markcopy Connector. This connector captures the “From Email Address” and “To Email Address”, and posts the email as an activity in your LeadSquared account. Note: If you’re […]
1. Feature Overview This connector transfers lead data in real time from your LeadSquared account to your CleverTap account. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active CleverTap account. This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com. […]
1. Feature Overview This connector periodically captures leads from your TradeIndia account and syncs them to LeadSquared. Once captured, leverage LeadSquared’s CRM features to nurture and convert leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active TradeIndia account. This is a paid feature. To enable it, […]
1. Feature Overview WhatsApp link tracking involves embedding tracking parameters in URLs shared with leads through WhatsApp messages. These parameters allow you to monitor and analyze your lead’s engagement, such as the number of clicks, geographic location of users, and other metrics. LeadSquared’s WhatsApp Integration with Gupshup supports Link Tracking, to help you better understand […]
1. Feature Overview Add your property details in LeadSquared (through Mavis DB) and sync data across various Dubai-based listing platforms, including Property Finder, Bayut, and Dubizzle. This simplifies managing and distributing your property advertisements, ensuring maximum exposure and up-to-date information across these platforms. The benefits of using this connector include – Centralized Listing Management – […]
1. Feature Overview This Chatbot addresses common queries and FAQs about your products or services. It’s designed to help reduce support load and costs by providing answers 24/7 on your support channels. Manually create a question-answer dataset or import one in bulk from a CSV file to program the chatbot. With NLP capabilities, the chatbot […]
1. Feature Overview LeadSquared Converse is an omni channel engagement platform that enables you to have real-time conversations with leads. Converse currently supports the following channels – SMS (currently available only in the United States) WhatsApp Carter (LeadSquared’s in-app reminder and notifications system) Using Converse, you’ll be able to – Send and receive images, videos, […]
1. Feature Overview Set permissions for your LeadSquared iOS or Android mobile app, configure behaviour for offline leads, opportunities, activities, tasks, smart views and also set call, SMS and location tracking permissions for different user roles. To learn about device permissions required by the mobile app, refer to Which device permissions does the LeadSquared Mobile […]
1. Feature Overview The Manage Users Page is where you’ll find the list of all your LeadSquared users. From here you can create, update and perform a range of actions on your users. You can also export your users to a CSV file and perform bulk updates. 2. Prerequisites You must be logged in to your LeadSquared account. […]
1. Feature Overview Interakt WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. Interakt facilitates customer support and other marketing efforts through WhatsApp. If you’re using Interakt APIs, this article will help you integrate with LeadSquared to avail WhatsApp messaging functionality right within the platform. We also support WhatsApp integrations through other […]
1. Feature Overview Opportunities in LeadSquared represent potential deals. Through opportunity management, you can track various aspects of deals in progress. This article will help you understand how to create forms for multiple opportunity types, configure opportunity types, and add opportunities to your leads. To know more about opportunities, refer to Opportunity Management – Feature […]
1. Feature Overview DoubleTick’s WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. DoubleTick facilitates customer support and other marketing efforts through WhatsApp. If you’re using DoubleTick APIs, this article will help you integrate with LeadSquared to avail WhatsApp messaging functionality right within the platform. We also support WhatsApp integrations through other […]
1. Feature Overview Once a Juspay payment link is generated using the Juspay Payment Link Generation connector, you can track the status of these payment links using the Juspay Payment Status Connector. Note: This connector only generates payment links, which can be used by existing leads in your LeadSquared account. This connector DOES NOT capture […]
1. Feature Overview This connector generates Juspay payment links (that support UPI, DC, CC, Net banking, Wallets, and BNPL payment methods) directly from your LeadSquared account. Your leads can use these links to make payments (e.g., for registrations, purchases, etc.). This connector also enables you to split large payments into multiple, affordable payment amounts, which […]
1. Feature Overview These reports offer insights into your business’s engagement level with leads you’ve communicated with through WhatsApp. They include various data points, such as the total number of messages sent, messages sent through automations, and both incoming and outgoing messages. The following reports are available – Usage Reports – This report shows logs […]
1. Feature Overview This connector captures real-time lead information about e-commerce customers who add items to their carts on Shopify but do not complete the purchase on the check-out page due to various reasons. The data captured includes cart details such as abandoned checkout URL, product ID, product name, and price. This information is then […]
1. Feature Overview This connector periodically captures leads from your Bayut account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Bayut account. This is a paid feature. […]
1. Feature Overview From the LeadSquared mobile app, through Leads – Near Me, you can view all the leads present within a 15-kilometre radius from your location. This helps you plan your journey for the days when you have to meet leads to complete various tasks (Meetings, KYC Verifications, etc.) and activities (Sales Activities, Home Visits, […]
1. Feature Overview In addition to activities posted on leads when they perform an action, activities manually added by your users, and activities added through automations, you can also import activities into LeadSquared using a CSV file and post them on any lead and opportunity. This is useful when you want to post bulk activities, […]
1. Feature Overview Opportunities in LeadSquared represent potential deals. On the Opportunity Details page, you can add details pertaining to the opportunity, add activities, tasks and notes to the opportunity, and track the opportunity to completion. This will also enable all the stakeholders to be up-to-date on the current status of the opportunity. Note: To […]
1. Feature Overview Airtel’s WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. Airtel facilitates customer support and other marketing efforts through WhatsApp. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like Infobip, Kaleyra, and Gupshup. This article helps you set […]
1. Feature Overview The Google Reviews Connector captures and syncs customer reviews from your business’s Google page to your LeadSquared account. From LeadSquared, send personalized responses to customers based on their review sentiment (Positive and Negative) using predefined templates or Chat GPT. Additionally, you can invite leads to share their reviews, boosting your business’s visibility […]
Important: This article covers steps to migrate from Zoom’s JWT app to Zoom’s OAuth app. Only the Zoom authentication method has changed in the LeadSquared Zoom connector, while everything else remains the same. If your LeadSquared account has any custom logic implemented for Zoom Meetings or Zoom Webinars, do not migrate before reaching out to […]
1. Feature Overview LeadSquared’s Document Designer is a DIY feature that lets you create document templates (such as Application Forms, Fee Receipts, etc.). When a lead fills out a form on your Portal, their data is automatically populated into the document template. This template can then be previewed and downloaded by your leads from the […]
1. Feature Overview This article helps you create custom validators (regex) to validate the details captured through the Chatbot. While Phone and Email validators are available by default in your account, this article helps you create validators for other lead details you’ll capture (like Pin Codes, Social Security Numbers, PAN Cards, etc.). 2. Prerequisite […]
1. Feature Overview Once you’ve built a chatbot, you must add it to a channel. We support three channels – WhatsApp, Web, and Mobile SDKs. The WhatsApp channel lets you integrate your chatbot with your WhatsApp business account. The Web channel lets you integrate the chatbot on a portal/landing page/website/mobile apps of your choice. Note: […]
1. Feature Overview This article helps you integrate LeadSquared APIs and external APIs with the Chatbot. Through the Chatbot, you can leverage these APIs to perform a variety of actions like capturing lead and opportunity details, creating tasks, posting activities, displaying lists of cities, clinics, products, etc. Note: In this article, we’ve integrated a LeadSquared […]
Important: Refer to this article if the Chatbot feature was enabled on your account before 28th August 2024. If it was enabled on or after 29th August 2024, refer to Build a Journey-Based Chatbot (v2). 1. Feature Overview Once you’ve installed the Chatbot connector in your account, set up chat flows using the bot builder. […]
1. Feature Overview LeadSquared’s Chatbot is a no-code, menu-driven bot builder through which you can create multiple chat flows to address lead queries swiftly and efficiently, while reducing your user’s efforts and workload. Chatbots are especially useful to automate answers to common enquiries, improve user productivity, and engage your leads 24*7 (including outside business hours). […]
1. Feature Overview Opportunities in LeadSquared represent your potential deals. You can configure and grant opportunity permissions to your users across – Role Level – The opportunity permissions are available by default to all the users present in your organization, and require no further configuration from your end. Sales Groups – The opportunity permissions are […]
1. Feature Overview WATI’s WhatsApp self-serve solution helps you engage your customers in a simple, secure and reliable way. WATI drive sales, support & marketing conversations through WhatsApp. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like Infobip, Zoko, Kaleyra, and Gupshup. This […]
1. Feature Overview This connector uses the Facebook Conversion API to transfer lead data (for leads captured through the Facebook Lead Ads Connector) from your LeadSquared account back to your Meta Business Suite. This connector also syncs custom events that happen during a lead’s journey (such as changes in the lead stage, etc.) with your […]
1. Feature Overview LeadSquared SMS Connectors facilitates customer support and other marketing efforts through simple, secure and reliable text messages. This connector lets you integrate popular SMS providers with your LeadSquared account to send automated, one-to-one and bulk SMSes to leads and opportunities in the USA, directly from LeadSquared. Note: In this article, we’ve used […]
1. Feature Overview This connector syncs leads and activities between two LeadSquared accounts. In instances where your business uses two LeadSquared accounts to store leads, this connector will sync leads from account 1 to account 2, and vice versa. For example – In the healthcare industry, when you store lead data in one LeadSquared account, […]
1. Feature Overview IDfy offers Know Your Client (KYC) verification solutions for lending, financial, banking, HR, insurance and payment services. Integrate LeadSquared with IDfy to leverage their KYC verification services directly from your LeadSquared account. Once integrated, you can use LeadSquared Forms and LeadSquared Portals to seamlessly verify KYC details like PAN, Aadhaar, Address, Mobile, etc. Note: The intended […]
1. Feature Overview This article is to help end users initiate the KYC Process for your leads. Note: This article is intended for the agent (LeadSquared user) initiating/performing the KYC process. It is assumed that the IDfy Connector has already been installed and configured in your LeadSquared account. 2. Prerequisites The IDfy Connector must […]
1. Feature Overview This article lists down steps to help you migrate from the old LeadSquared Email Sync connector to the new Email Sync connector. We recommend you migrate to the new Email Sync connector because of the following reasons – Security Enhancement – The new Email Sync connector is built using OAuth (and not the […]
If you’re using MSG91 as the service provider when setting up the LeadSquared SMS Connector, we require the slug that’s generated on your MSG91 account to create a template in LeadSquared. To obtain this slug from your MSG91 account, follow the below steps – Create an SMS Template* Create an SMS Campaign Once the campaign […]
1. Feature Overview This connector generates Razorpay payment links directly from your LeadSquared account. Your leads can use these links to make payments (e.g., for registrations, purchases, etc.). This payment is posted as an activity against the lead in LeadSquared. Note: This connector only generates payment links, which can be used by existing leads in […]
1. Feature Overview AdvancedMD is a comprehensive medical office management software. LeadSquared’s no-code AdvancedMD connectors sync leads between your AdvancedMD and LeadSquared accounts. Note: This connector is currently only available for healthcare domain customers in the US. Depending on your use case, install and configure any or both of the following AdvancedMD connectors – AdvancedMD Lead […]
1. Feature Overview Open Dental is a comprehensive dental practice management software. LeadSquared’s no-code Open Dental connectors syncs leads and activities (appointments) between your Open Dental and LeadSquared accounts. Note: This connector is currently only available for healthcare domain customers in the US. Depending on your use case, install and configure any or all of […]
Important: Through this connector, you can only sync emails from GSuite (under Gmail) and Office 365 (under Outlook) with your LeadSquared account. You CANNOT connect your personal Gmail and Outlook accounts. 1. Feature Overview This connector captures sent and received emails from your Outlook/Gmail accounts and posts them as activities in LeadSquared. It also creates […]
Important: Through this connector, you can only sync emails from GSuite (under Gmail) and Office 365 (under Outlook) with your LeadSquared account. You CANNOT connect your personal Gmail and Outlook accounts. 1. Feature Overview This connector syncs emails (sent and received) in your Outlook/Gmail with your LeadSquared account. It posts emails between your users (sales […]
1. Feature Overview Once the pVerify Connector is installed in your account, you can – View Comprehensive Reports – Containing all the necessary details like copay amounts, insurance plan details, active or inactive status, network status, etc. Download Reports – Navigate to the Lead Details page to download the insurance eligibility report as a PDF […]
1. Feature Overview pVerify is a real-time medical insurance eligibility verification service provider. Through this connector, once you’ve synced your LeadSquared and pVerify accounts, you can view and download a lead’s insurance eligibility report directly from LeadSquared. Once installed, this connector enables you to – View Comprehensive Reports – Containing all the necessary details like […]
1. Feature Overview You can manage your images and documents in LeadSquared’s Content Library. This content will be available in landing page designer and email composer. 2. Procedure To access the library navigate to Content>Images & Documents You can manage your images in the Image Library. You can manage your documents in Document Library. […]
1. Feature Overview An Electronic Health Record (EHR) is a digital way to store and keep track of a patient’s medical health records. The EHR-HL7 Connector follows HL7 standards to retrieve patient information from EHR systems, and populate this in corresponding lead and activity fields in LeadSquared. The connector also transfers existing lead data from […]
1. Feature Overview LeadSquared SMS Connectors facilitates customer support and other marketing efforts through simple, secure and reliable text messages. This connector lets you integrate popular SMS providers with your LeadSquared account to send automated, one-to-one and bulk SMSes to leads and opportunities in India, directly from LeadSquared. The following SMS providers are currently supported […]
1. Feature Overview Sync your LeadSquared account with your Google/Outlook Calendar to – Sync meetings/tasks between Gmail/Outlook and LeadSquared. Sync internal meetings scheduled with your colleagues in your Gmail/Outlook calendar as tasks in LeadSquared. View LeadSquared tasks assigned to you by your manager in your Gmail/Outlook calendar. Sync recurring meetings with your LeadSquared account. View […]
1. Feature Overview This connector syncs LeadSquared Tasks with your Google and Outlook calendars. It also lets you sync your Google and Outlook meetings with your LeadSquared Tasks calendar. This ensures you can view all appointments in one place, without having to navigate between different apps. Additionally, from LeadSquared, you can view the meetings and […]
1. Feature Overview Opportunities represent potential deals. You can add opportunities for leads who’ve shown interest in different products (such as different loans, insurances, etc.) that your business offers. These opportunities within LeadSquared can be exported and sent to you via email. This article will help you understand how you can export these opportunities. For […]
1. Feature Overview This connector captures leads and tasks in real time from your Shopify account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared and Shopify accounts. This is a paid feature. To […]
1. Feature Overview LeadSquared comes pre-built with a number of core or system activities (like Email Bounced, Website Page Visited, Lead Captured, etc.). You can also create custom activities to accommodate your own unique use cases (like Site Visit, Attended Webinar, etc.). These activities can be exported from LeadSquared into a CSV file. For example, […]
1. Feature Overview Geofencing ensures your field sales users can post custom activities only when they’re physically present in the lead’s vicinity. Geofencing can be enabled for critical custom activities like posting Activity Audio Recordings, Collecting Documents, KYC Verification, etc. Additionally, you can also Geofence Appointment and To-do task types, and define the radius within which your users […]
1. Feature Overview When you create meetings with leads from your Acuity Scheduling account, this connector periodically captures and creates these leads, activities, and tasks (meetings) in your LeadSquared. Once the leads, activities, and tasks are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the […]
1. Feature Overview When you create meetings with leads from your Calendly account, this connector periodically captures and creates these leads, activities, and tasks (meetings) in your LeadSquared. Once the leads, activities, and tasks are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator […]
1. Feature Overview Record the audio of face-to-face meetings through the LeadSquared mobile app. These recordings are automatically posted as attachments to activities, against your leads. This will help managers review client meetings, and provide feedback to sales users on the quality of the meetings/interactions. Note: To obtain the Activity Code for an activity, on […]
1. Feature Overview When your leads submit a Google Form, this connector captures their details in LeadSquared in real-time. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Google Forms account. This […]
1. Feature Overview When your lead submits a form through Typeform, this connector captures them as leads in LeadSquared in real-time. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active Typeform account, […]
1. Feature Overview When your lead submits a form through Gravity Forms, this connector captures them as leads in LeadSquared in real time. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. This is a paid […]
1. Feature Overview Zoko’s WhatsApp self-serve solution helps you engage your customers in a simple, secure and reliable way. Zoko facilitates customer support and other marketing efforts through WhatsApp. LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like Infobip, Kaleyra, and Gupshup. This article […]
1. Feature Overview The Opportunity Share feature lets you share an opportunity with a sales user for a configurable period. It also lets you control whether the user can perform read or edit actions on the opportunity. Note: You can only share opportunities with sales users. To know how to share leads, refer to How […]
1. Feature Overview This connector periodically captures leads and activities from your CampusNexus account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of your LeadSquared account. You must have an active CampusNexus account. This […]
1. Feature Overview If you want to enable or disable 2FA feature for users, it can be done by configuring Authentication Profiles. To learn more about 2FA, see LeadSquared Security Settings – Two Factor Authentication. If you have Marvin enabled in your account, you can also redirect Marvin Users from the regular platform to Marvin. […]