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. […]
1. Feature Overview The LeadSquared CallTrackingMetrics Telephony connector integrates your CallTrackingMetrics (CTM) application with LeadSquared. Through this connector, you can avail the following benefits – Ability to make outbound calls (click to call) and automatically track the calls in Lead Activity History. You can manage users in your CTM account directly from LeadSquared. Prevents lead […]
1. Feature Overview Once Goal Rulesets are published, Admins and Sales Managers can use them to create and assign Goals to users. If you’re new to the Goals feature, see LeadSquared Goals. Creating a goal involves – Selecting a ruleset Defining the goal cycle (weekly, monthly, etc.) Select users to assign the goal to (according […]
1. Feature Overview This connector captures leads and activities (such as payment data, payment status, etc.) in real time from your Razorpay account to LeadSquared. Once the leads and activities are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. Note: This connector only captures leads and activities from your Razorpay account in […]
1. Feature Overview Lead Details View Customization allows LeadSquared admins to tailor the Lead Details Page based on their workflows and business requirements. You can configure the tabs, actions, quick action buttons, and lead vCard fields displayed to users, ensuring the team only sees the information and tools relevant to their work. You can customize […]
1. Feature Overview The Zendesk Connector syncs tickets between your Zendesk and LeadSquared accounts. It lets you manage your tickets and interactions with the leads (End Users) directly from LeadSquared, and also allows you to create tickets in Zendesk from your LeadSquared account. Additionally, if a ticket is added to a Zendesk End User that […]
1. Feature Overview Through this integration, you can directly create new leads, update existing leads, post activities, create and update tasks on LeadSquared from your Microsoft Outlook account. Note: This integration is supported on the mobile and desktop Outlook app, as well as the Outlook web version. This integration only supports the Lead Details view […]
1. Feature Overview When your users share contact details of leads (as VCF files) to your WhatsApp Business chat number, this connector captures the contact data in real time and maps it to your LeadSquared account. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. […]
Feature Overview You can configure the mobile app at a granular level for your sales users through the Mobile App Additional Settings. To access the settings, from the LeadSquared web app, navigate to My Profile>Settings>Mobile App>Additional Settings. âš² App Related Setting Description App Screenshot Enable the  slider to allow screenshot and video capture of the mobile […]
To log out from the LeadSquared web app – Hover your cursor over the icon. From the dropdown, click Sign Out. To log out from the mobile app – From the mobile app, tap , and then tap . On the Settings screen, scroll down, and tap Logout.
1. Feature Overview The Freshdesk Connector syncs tickets between your Freshdesk and LeadSquared accounts. It lets you manage your tickets and interactions with the leads (Contacts) directly from LeadSquared, and also allows you to create tickets in Freshdesk from your LeadSquared account. Additionally, if a ticket is added to a Freshdesk Contact that does not […]
1. Feature Overview Leads are your potential customers. In LeadSquared, you can track your lead’s journey from creation, through marketing and sales activities, all the way to conversion. The lead entity is highly customizable. In addition to system fields (first name, email, etc.), you can create custom lead fields (enrollment Id, passport number, etc.) to […]
1. Feature Overview This connector captures leads periodically from your Indiaproperty.com 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 Indiaproperty.com account. This is a paid feature. […]
1. Feature Overview This connector captures leads and activities (such as chat data, etc.) in real-time from your Zendesk Chat 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 […]
You can bulk update multiple opportunity fields through Opportunity Import. Before you get started, you must ensure at least one Opportunity Duplicate Detection rule is in place. Begin by exporting the opportunities you want to update. In the exported CSV file, update the relevant opportunity fields. Once you’re done, import this CSV file back into […]
1. Feature Overview The Tech Alpha SMS 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. Eliminate the need to switch between multiple applications to manage your SMS activities. Send bulk SMS to multiple leads. Note: Through […]
1. Feature Overview This connector captures leads and activities (such as chat data, etc.) in real time from your Olark 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 […]
1. Feature Overview This connector captures leads in real-time from your tawk.to 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 tawk.to account. This is a paid feature. To enable […]
1. Feature Overview This connector captures leads in real time from your AskLaila 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 AskLaila account. This is a paid […]
1. Feature Overview This connector captures leads in real-time from your Justdial 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 Justdial account. This is a paid […]