1. Feature Overview The Lead Workflow action template in Universal Data Sync (UDS) allows you to manage leads using advanced search. It searches for the lead based on the defined primary and secondary search criteria. It then performs the selected Action. This template helps you handle the dedup cases. It supports two-level search logic using […]
1. Feature Overview The Lead Create action template in Universal Data Sync (UDS) App enables you to create new leads in LeadSquared. This template leverages the LeadSquared V2 Create a Lead API and eliminates the need for manual API configuration. Note: For an overview on UDS actions, refer to Universal Data Sync (UDS) – Create […]
1. Feature Overview The SIERA Dashboard Builder tool will allow admins to create their own dashboards, and share them with users. This is an evolving tool and presently helps users in creating widgets using the existing SIERA reports. 2. Prerequisites SIERA is a paid feature. To enable it for your account, contact your account […]
1. Feature Overview The Lead Update action template in UDS allows you to update existing leads in LeadSquared using the Lead ID or Prospect ID. This template leverages the LeadSquared V2 Update a Lead API. Note: For an overview on UDS actions, refer to Universal Data Sync (UDS) – Create Actions Overview. 2. Use […]
1. Feature Overview LeadSquared’s Landing Pages Pro (LPP) enables you to create and publish compelling landing pages in minutes (for education/insurance/lending/medical applications, course registrations, etc.) to capture leads and opportunities. Leverage the intuitive DIY, drag-and-drop designer to build pages from scratch or access ready-made industry-specific templates. Publish your landing pages on custom domains, or the default LeadSquared domains […]
1. Feature Overview SIERA’s Quick Edit feature lets users change the basic parameters of an existing report and Save it as a new copy or overwrite the existing report. This functionality is available to all user types. 2. Prerequisites SIERA is a paid feature. To enable it, contact your account manager or send an […]
1. Feature Overview Ace is a Sales Performance Management suite, dedicated to enhancing your Critical Business Metrics. It empowers sales leaders by enabling them to establish clear objectives for their teams and equipping them with psychological and analytical tools that ensure successful accomplishments. Â The Ace Sales Performance Management suite provides a comprehensive set of features, […]
1. Feature Overview The Meetings Type feature in Flostack enables users to define and manage different categories of meetings with tailored scheduling rules. It supports instant scheduling, allowing users to specify availability for specific purposes, while controlling duration, time slots, visibility, and participant capacity. Meeting types can be one-on-one or group meetings, and can be […]
1. Feature Overview The Bookings & Events module is the central hub for publishing, managing, and sharing all scheduling experiences created in Flostack. Whether you’re hosting personal consultations, running large-scale webinars, or offering multiple types of sessions to leads and customers, this module brings everything together in one place. It consists of three core components: […]
1. Feature Overview In the FloStack Microsite Builder, you can create customized Microsites to showcase your services and engage leads through callbacks, appointment bookings, or live chat. You can build multiple Microsites tailored to different audiences, ensuring a personalized experience. By configuring Rule Boards and assigning Microsites to different priority buckets, you can dynamically adjust […]
1. Feature Overview The Rule Board feature in FloStack enables businesses to streamline their sales process by implementing structured automation rules. By leveraging these rules, sales teams can create a tailored journey for every lead entering their system, ensuring the most efficient and personalized engagement. The Rule Board allows you to define: Prioritization Rules: Automatically […]
1. Feature Overview FloStack provides detailed insights into all the leads that are captured. The Lead Dashboard displays key statistics on leads matching your criteria, while the Leads page offers a breakdown of each lead’s details and status. Note: The insights presented here will also be available in the CRM you integrate with. 2. […]
1. Feature Overview SIERA Expression Builder tool lets Admins create their own expressions that can be used to easily retrieve and manipulate data on any report. This is an evolving tool and presently helps users write basic aggregate functions with multi-conditions. Note: This article will only list the different expressions you can use. To learn […]
1. Feature Overview Admins can now apply additional filters to Virtual Numbers in UTC Click2Call, beyond the existing Team Assignment. The new feature allows filtering based on business use cases by defining a user field schema in the Virtual Numbers tab. Note:Â This is an additional filter that will be applied over and above the team […]
1. Feature Overview The Lead Capture action template in Universal Data Sync (UDS) allows you to either create a new lead or update an existing one based on a defined search key. This template uses the LeadSquared V2 Lead.Capture API, eliminating the need for manual API setup. Note: For an overview on UDS actions, refer […]
1. Feature Overview Universal Data Sync (UDS) now supports TCP (Transmission Control Protocol) as both a Trigger and an Action. This allows LeadSquared to integrate with healthcare and legacy systems that rely on socket-based communication instead of REST/HTTPS APIs. With TCP support, UDS workflows can: Receive inbound HL7 messages over TCP and trigger workflows in […]
1. Feature Overview The Logs feature in Universal Data Sync (UDS) allows you to monitor and troubleshoot the execution of your data sync flows. It provides complete visibility into the input requests, action-wise execution paths, transformation outcomes, and response payloads. Each log entry reflects a unique request processed by a UDS flow and helps you: […]
1. Feature Overview By default, users can only search UDS logs using a Request ID, making it difficult to trace business-critical records such as Loan ID, Customer ID, or Phone Number when issues arise. This slows down investigations, increases developer dependency, and delays resolution. Logger Parameter solves this by allowing users to define up to […]
1. Feature Overview The UDS Dashboard provides a single, consolidated view of your Universal Data Sync (UDS) flows and applications. Instead of searching through countless individual logs, you can see all the important information in one centralized view. This dashboard helps you: Monitor performance across all apps and flows. Detect and categorize errors quickly. Analyze […]
1. Feature Overview The UDS AI Assistant helps you configure flows, debug failed executions, and generate transformation logic — directly within the UDS interface. Instead of manually analyzing error logs or writing LiquidJS expressions from scratch, you can use the assistant to get explanations, suggested fixes, and ready-to-use code. The assistant supports three primary use […]
1. Overview This article will help you set up Tata Teleservices with LeadSquared Mobile Cloud Calling connector 2. Prerequisites Before integrating your telephony provider, you must read the prerequisites and install the connector, referring to this article: Mobile Cloud Calling. 3. Set Up for Tele Teleservices 1) Click2Call API Navigate to the Click to […]
1. Feature Overview This article will help you troubleshoot issues relating to the LeadSquared Telephony feature. 2. Prerequisites You must be an Administrator user to access connector configurations and settings. Some technical experience is required to understand the format of the data and configure the connector with your telephony provider. The table below outlines […]
1. Feature Overview This article helps you understand the process behind writing Expression through the SIERA Expression Builder. Admins can create custom expressions that can be used to easily retrieve and manipulate data on any report. Note: This article will only explain the expression-building process. To find a list of expressions you can use, read […]
1. Feature Overview LeadSquared’s Landing Pages Pro (LPP) Designer enables you to build customized landing pages to capture leads and opportunities. You can create a landing page without writing a single line of code. 2. Prerequisites This feature is specifically for Landing Pages Pro. Landing Pages Pro is a paid feature. To enable it, […]