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 […]