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 information about Shopify customers who add items to their carts. It also captures updates made to the cart during check-out, such as adding or removing items and changing item quantities. This information is then mapped in real-time to your LeadSquared account. Once the leads are synced, you can […]
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 […]