Kaleyra SMS Integration with LeadSquared
To integrate your Kaleyra SMS with LeadSquared, refer to Kaleyra SMS with LeadSquared.
Entries by Sri Sudhan
What to Do If You Forgot Password?
If you forgot your LeadSquared password, you can easily reset it, and log in back to your account. Before you begin the Reset Password process, ensure you have access to the email address registered with LeadSquared. Web App Navigate to https://login.leadsquared.com/, and click Forgot Password. Then, open the email sent to your registered email […]
Integrate Your Custom Data Source with LeadSquared via the Universal Data Sync Connector (UDS)
1. Feature Overview In addition to the default lead capture connectors (99acres, Zendesk Chat, Google Forms, Zoom Webinars, etc.) listed on your account, you can also build your own custom connectors to capture leads and activities from other data sources (e.g., HubSpot, Zohodesk, etc.) through the Universal Lead Capture Connector (ULC). You can use the […]
How to Freeze the Action Column?
You can freeze (lock) the Actions columns to ensure it’s are visible at all times, when scrolling horizontally and viewing other lead details on the page. On the Manage Leads or Smart Views pages, the Freeze Action Column icon is present on the Lead Grid, next to Actions.
Activity History Tab Connector
1. Feature Overview If you have common leads across multiple LeadSquared accounts, use the Activity History Tab Connector to view their activity history in the same account in real-time (without switching between different accounts). The connector fetches and displays Phone Call activities and Custom Activities posted on common leads across your LeadSquared accounts. You can […]
Integrate IndiaMART with LeadSquared
1. Feature Overview This connector captures leads periodically from your IndiaMART 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 IndiaMART account. This is a paid feature. […]
Integrate Commonfloor with LeadSquared
1. Feature Overview This connector captures leads periodically from your Commonfloor 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 Commonfloor account. This is a paid feature. […]
Integrate Housing.com with LeadSquared
1. Feature Overview This connector captures leads periodically from your Housing.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 Housing.com account. This is a paid feature. […]
Integrate 99acres with LeadSquared
1. Feature Overview This connector captures leads from your 99acres account to LeadSquared. You can configure the connector to capture leads periodically or in real-time, from your 99acres account. Once the leads are captured, you can leverage LeadSquared’s CRM features to nurture and convert your leads. 2. Prerequisites You must be the Administrator of […]
Publisher Connector & Publisher Portal
1. Feature Overview Education institutions and publishers can use LeadSquared to maintain transparency on lead delivery and track leads in real-time. There are two features available – The Publisher Connector gives education institutions a dashboard to view and compare the performance of different publishers. The Publisher Portal helps publishers analyze the outcomes and real-time statuses […]
Nudges Connector
1. Feature Overview The LeadSquared Nudges Connector sends nudges (push notifications) to your user’s desktop and mobile devices for various events, such as Lead Creation, Upcoming Tasks, Opportunity Creation, Activity Completion, etc. Additionally, you can create custom nudge templates and add images to them for custom events such as policy update announcements, upcoming holidays, etc. […]
Mobile Cloud Calling
1. Feature Overview The LeadSquared Mobile Cloud Calling connector allows you to make calls to your leads over the internet, through the LeadSquared mobile app. The features of this connector are – You can enable mobile cloud calling through your existing telephony provider by configuring APIs. You can initiate cloud calling to your leads via […]
Can You Display Different Variations of the Same Portal Page to Different Users?
Yes, Logic Cards enable you to display different variations of the same portal page to different users. Logic cards can be applied directly to content blocks in the Portals Designer. For example, let’s say you want to display different credit cards on your homepage to different users based on their interests. So for example, you […]
LeadSquared Portal Designer – Preview Forms as PDFs
1. Feature Overview The ‘Preview’ content block in the Portal Designer allows your users to preview a non-editable version of a form. You can use it to display application forms that have been submitted, or acceptance/acknowledgement forms once an application is received. You can also add and configure a button to allow users to download […]
Email Settings – Recipients
1. Feature Overview This email setting allows you to CC email addresses of contacts that aren’t leads in your system. Once you send a mail to any such contact, a lead with that email address will be automatically created in your system. Once enabled, users can add non-lead email addresses in the CC field when […]
SSL Certificate for Landing Pages
1. Feature Overview By default, LeadSquared’s landing pages work on https, and on our internal viewpage.co domain. But if you’ve hosted your landing pages on custom domains (outside of LeadSquared), this article will help you obtain SSL Certificates to support these domains. The certificates are also extended to email links (see Email Link Domain Settings). We […]
Opportunity Card Customization
1. Feature Overview You can customize the Opportunity card on the mobile app to show the opportunity details you want to see. Here’s what the default opportunity card looks like – It can be customized to include the fields and identifiers your users need to see. 2. Prerequisites You must be the Administrator of […]
Google Meet Connector
1. Feature Overview From your LeadSquared account, you can schedule Google Meet meetings through the Google Meet Connector. With the LeadSquared Google Meet connector, you can directly create meetings with your leads, as well as add internal and external users to your meetings. Additionally, this connector will help you – Join Google Meet meetings with […]
Facebook Retargeting Connector
1. Feature Overview The Facebook Retargeting Connector enables you to push lists of leads (interested in a particular product or service) directly to your retargeting campaign on Facebook Ads. This will help you identify the lead’s Facebook profile, and show relevant ads through Facebook Remarketing. The features of this connector are – Create Audience List […]
Add Leads to Zoom Webinars from LeadSquared
1. Feature Overview In addition to the ability to create Zoom meetings from LeadSquared, the LeadSquared Zoom Meeting Connector also has a webinars feature. This enables you to host webinars, classes and sessions, depending on your business requirements. You can add up to 50,000 participants in a single webinar (depending on your Zoom webinar license), […]
Mavis DB – Portals Integration
1. Feature Overview Mavis DB enables you to create databases to store master data (for courses, programs, projects, etc.) directly within your LeadSquared account. Integrating Mavis DB with LeadSquared portals makes this data easily accessible to your customers. Doing this lets you pull data from Mavis based on rules and real-time lead inputs to populate […]
Integrating Azure AD with LeadSquared
1. Feature Overview LeadSquared offers sign-in integration with Azure Active Directory services, using OpenId Connect. After the integration, you won’t need to manage a separate set of credentials for LeadSquared, and can log in directly with your AD credentials. This integration will also enable you to seamlessly sign in to the LeadSquared mobile app as […]
Integrate QuikrHomes with LeadSquared
We no longer support the existing QuikrHomes connector. This won’t affect your integration if it’s already installed. But if you’re looking to build a new integration to capture leads from QuikrHomes, please refer to Integrate Your Custom Data Source with LeadSquared.
Google Retargeting Connector
1. Feature Overview When a lead interacts and shows interest in your product or service, on your website or landing pages, LeadSquared captures these leads, along with their details (such as name, phone number, email Id, etc.). Google retargeting (or remarketing) enables you to mount a sustained marketing campaign that shows only relevant ads to […]