1. Feature Overview UDS (Universal Data Sync) includes usage limits and restrictions based on your account’s plan. This article will help you understand the plan details associated with the Universal Data Sync (UDS) App. Note: To increase the limits on your current plan, contact your account manager or reach out to support@leadsquared.com. Additional charges may […]
1. Feature Overview Sales Intelligence and Efficiency through Reports and Analytics (SIERA) is LeadSquared’s new-gen self-service reporting tool. Through SIERA, you can track leads, opportunities, organization revenue, user performance, and more. Additionally, SIERA helps you – Customize reports and apply relevant filters to display crucial data Make informed decisions using real-time analytics and actionable insights […]
1. Feature Overview By default, the Distribution Engine assigns Leads, Opportunities, and Tasks to a fixed list of users, teams, or sales groups. With performance-based distribution, you assign records based on how your users are performing instead. You select an Ace goal or leaderboard, and the engine auto-selects the users mapped to it for the […]
1. Feature Overview FloStack is a lead-qualification and routing layer that connects multiple lead intake channels to the appropriate conversion paths—such as personalized microsites, event microsites, and booking links—and applies routing and prioritization logic to ensure the right leads reach the right advisor at the right time. It addresses the routing gap in acquisition workflows, […]
1. Feature Overview This article will help Administrators set up their workspace settings on FloStack. Workspace settings let the administrator configure the company profile, add members, define lead fields, create routing and scheduler forms, and integrate a CRM with FloStack. 2. Prerequisites You must be an Admin user on FloStack to configure workspace settings. […]
1. Feature Overview This article will help you set up your profile and calendar on FloStack. Setting up your profile and calendar lends credibility, makes you presentable, and helps FloStack efficiently assign leads to you while displaying your availability to inbound leads. 2. Prerequisites You must be a member or admin on FloStack. To […]
1. Feature Overview Universal Data Sync (UDS) enables effortless, no-code integration and data synchronization between two systems, such as marketing platforms, e-commerce systems, CRM tools, accounting software, and more. To integrate your third-party data sources with LeadSquared, create an app for each service (e.g., Razorpay, Outlook, Calendly, etc.). An App serves as a container where […]
1. Feature Overview When setting up your flows, you may need to use credentials or tokens that remain consistent across flows. UDS supports this through Global Variables, which can be defined within an App. Global Variables provide a secure space to store and reuse values like authentication tokens, API keys, or passwords across multiple flows and […]
1. Feature Overview The Analytics report builder allows admins to create customized reports using existing data (such as leads, activities, etc.) in their accounts, and determine which users should have access to them. 2. How it Works In this article, we will demonstrate how to create Analytics reports using predefined templates. These templates include pre-joined data […]
1. Feature Overview With UDS (Universal Data Sync), you can create an application and set up multiple data flows within it—allowing you to consolidate and manage all data flows related to a single provider or use case in one unified workspace. This article will guide you through creating and managing data flows within a UDS […]
1. Feature Overview To create a report using the SIERA Report Builder, admins must first select a data source. SIERA stores data separately in multiple tables, which offer the following features – Designed for superior performance during report generation. Simplify reporting by joining multiple tables in LeadSquared to create a mega-table, streamlining the report creation […]
1. Feature Overview With UDS, you can create an application and configure multiple data flows within it. Each data flow consists of two key components: Trigger Action A trigger is the starting point of a data flow—it initiates execution whenever a specific event occurs and then actions are performed. This document provides an overview of the […]
1. Feature Overview In Universal Data Sync (UDS), Actions are the building blocks of a workflow. When a trigger initiates a workflow, one or more actions are executed sequentially or conditionally to perform tasks such as API calls, transformations, or returning a custom response to the API caller. 2. Prerequisites You must be an […]
1. Feature Overview This action allows you to make a call to any REST API within your UDS workflow. Configuration Includes: Endpoint URL and HTTP method (GET, POST, PUT, etc.) Request headers, query parameters, and body Dynamic value mapping using variables from previous steps Transform data as needed using LiquidJS filters. Handling responses and errors […]
1. Feature Overview The Return Response action allows UDS workflows to send a custom response back to the API caller. When added, all actions before it run synchronously, while actions after it are queued and processed asynchronously. This is useful when an immediate, dynamic reply is needed. Note: For an overview on UDS actions, refer […]
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 Analytics 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 Analytics reports. 2. Prerequisites To learn how to create an Analytics report, refer to this article: Analytics Report […]
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. 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: […]