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 AdvancedMDÂ 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, […]