Custom Lead and List Actions Connector

1. Feature Overview

This LeadSquared connector allows you to extend LeadSquared’s functionality and create Custom Actions (in addition to the default actions available by default) on a lead, group of leads, or a list.

For example, you can create Custom Actions to –

  • Post/retrieve lead data from external systems.
  • Make a phone call to a number stored in a custom field.
  • Send all the phone numbers of the leads in a list to a call center application for automated dialing.
  • Trigger a data post on a custom Webhook.
  • Send a custom notification to the Lead Owner.
  • Show all support tickets stored in external systems (like Zendesk, Freshdesk, etc.) associated with the Leads and display it as a separate window or pop-up.

Note:

custom lead row action

 

2. Prerequisite

You must be the administrator of your LeadSquared account.

 

3. How It Works

The connector enables you to create a custom action using a callback URL with mailmerge parameters (such as @{Lead:OwnerId, }, @{Lead:Company, }, etc.). You can also configure Iframe attributes to define how your action will be displayed on the Manage Leads and Lead Details page. You can use this to create single as well as bulk actions. To use the Custom Lead and List Actions connector on your account –

  • Install the connector
  • Configure the connector
  • Use the new custom action (on the Smart Views, Manage Leads, Manage Lists, and Lead Details pages)

 

4. Install the Connector

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. In the search box, type “Custom Lead and List Actions”, and click the Search icon.
    • Alternatively, from the left panel, click UI Customization. The Custom Lead and List Actions connector is listed on this page as well.
  3. On the Custom Lead and List Actions connector, click Install.

Install Custom Lead and List Actions

 

5. Configure the Connector

  1. Once the Custom Lead and List Actions connector is installed, hover your cursor over the  icon, and click Configure.
  2. On the Custom Lead and List Actions pop-up, select the area you want the action to appear from the left panel –
    1. Lead Grid Row Action – Allows you to add a custom action to the lead which is available from the Lead Details and Managed Leads features.
    2. Lead Grid Bulk Action – Allows you to add a custom action that can be applied for multiple leads from the Managed Leads feature.
    3. List Action – Allows you to add a custom action that can be applied to leads in a list. This is available from the Managed Lists feature.
  3. Click Add Action.

Configure Custom Lead and List Actions

AttributeDescription
Action LabelThe display name of the action. This attribute is mandatory.
Action TypeThree action types are available –

  • Show as Popup
  • Call an API
  • Open in New Window
Show Tab InTo make the tab visible on your Web App and/or Mobile App, click the Checkbox checkbox.
Callback URLEnter the HTTPs URL which will be rendered as a custom action. The URL should be of an action that accepts LeadSquared mail merge fields as parameters and passes them to an external application (e.g., a support system, another CRM or marketing system, another LeadSquared account, etc.) to get the data. Click the question markquestion mark iconicon to view the available mail merge fields. This attribute is mandatory.
Iframe AttributesPass Iframe attributes you want to render on the pop-up. Applicable only for the Show as Popup action type.
HTTP MethodGET and POST methods are supported.
Content-Typeapplication/JSON is the only supported content type.
DataYou can pass any data here in JSON format.

Once you’re done, scroll to the bottom and click Save.

Note:

  • To delete an existing custom action, click the delete icon against the action’s name.
  • To edit an existing custom action, on the Configure Custom Lead and List Actions pop-up, click the Down Arrow icon and makes changes, and click then Save.

Edit and delete

 

6. Use the Custom Row Action

  1. From the LeadSquared main menu, navigate to Leads>Manage Leads.
  2. Against an existing lead, hover your cursor over the  icon, and select the custom action from the dropdown list.

custom lead row action

Note: The Custom Row Action will reflect on the Lead Details page as well.

lead grid row lead details

 

7. Use the Custom Bulk Action

Follow the same steps as in Lead Grid Row Action to create the actions.

To view the custom bulk action –

  1. From the LeadSquared main menu, navigate to Leads>Manage Leads.
  2. Select the leads you want to view the bulk action for, by clicking the Checkbox checkbox.
  3. Hover your cursor over the Leads button, and select the custom action from the dropdown list.

Bulk lead grid row

 

8. Use the Custom List Action

Follow the same steps as in Lead Grid Row Action to create the actions.

To view the custom list action –

  1. From the LeadSquared main menu, navigate to Leads>Manage Lists.
  2. Against an existing list, hover your cursor over the  icon, and select the custom action from the dropdown list.

manage lists lead custom action

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

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