Initiate Phone Calls on the LeadSquared Mobile app through the Web Platform

1. Feature Overview

Phone calls you initiate through the LeadSquared desktop application can be placed through the LeadSquared mobile app on your smartphone.

Call logs are automatically posted as activities on the respective leads in your account.

Note:

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • Install the Custom Lead and List Actions connector in your account.
  • The Lead’s details should include their telephone number.
  • You must be logged into your LeadSquared Mobile Application while the call is being placed.
  • Run the latest version of Nudges Connector.
  • Autostart Permission must be enabled in the LeadSquared Mobile Application for certain mobile phone models.
  • Enable Permissions on the device setting to Make a Call,  Read Contact and Read Call History.

 

3. How it Works

  1. You’ll use the Nudge Connector to create a nudge (notification) on the LeadSquared mobile app. When a user taps the nudge, the phone call will be placed to the respective lead.
    • You can also use any other notification connector configured in your account. However, only one notification connector can be used at a time i.e., this feature of the old connector stops working once you install Nudges Connector.
  2. You’ll create a new ‘initiate/place phone call’ action on the Manage Leads (and Smart Views) and Lead Details pages, using the Custom Lead and List Action connector. When a user clicks this action from the desktop, the phone call nudge (configured in the previous step) is sent to the user’s LeadSquared mobile app.

 

4. Create a Call Routing Nudge

  1. Navigate to Apps>Nudges Connector>Custom Nudges.
  2. Click Create New Template.
  3. Enter the relevant details in the 1st and 2nd pages of the pop-up window.
  4. In the 3rd page, click Add Action and enter the Action Type as Call Routing.
  5. Click Save and close.
Note: To learn more, see Nudges Connector.

LeadSquared - Configure call routing using nudge connector

 

5. Create the Desktop Action

  1. From the main menu, navigate to Apps>Apps Marketplace>UI Customization>Custom Lead and List Actions.
  2. Hover your cursor over and select Configure.
  3. On the pop-up window, select Lead Grid Row Action and click Add Action.
  4. Enter the following details –
    • Action Label – Enter an action name (Make a Call, Call from Mobile, C, etc.)
    • Action Type – Select Call an API.
    • Callback URL – Paste the following URL –https://mobile-notifications.leadsquared.com/InitiateCall.aspx?AccessKey=@{User:AccessKey , }&SecretKey=@{User:SecretKey , }&UserID=@{User:Id , }&LeadID=@{Lead:ProspectID , }&OrgID=@{Account:ShortCode , }&Phone=@{Lead:Phone , }
    • HTTP Method – Select GET.
  5. Click Save.

Note: 

  • If you’ve installed Nudges Connector in your account, pass the following Callback URL with the ID of the Custom Template created in section 3. This ID can be found on the Template after it is created. URL https://nudges-api.leadsquaredapps.com/nudges/notificationPushEvent/api?templateId=&leadId=@{Lead:ProspectID , }&to=@{User:Id , }
  • To obtain the Authorization Token for the Data field, contact your account manager or write to support@leadsquared.com.

LeadSquared - Setup outbound calling

 

6. Make a Call

Once the setup is completed, you can make a call from your mobile using the web application. To do so –

  1. Navigate to Leads>Manage Leads.
  2. Hover your cursor over and select the name of the action you’ve created (Make a Call, Call from Mobile, etc.).

LeadSquared - Making a call

The nudge for call routing is available on the mobile app as well –

LeadSquared - call routing nudge

Once the call ends, an activity is posted on the Lead Details page.

LeadSquared - Call logs on Lead Details

 

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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arena animation
arena animation
6 days ago

what is the process to show on CRM itself that how many inbound and outbound calls and day wise and week or month wife in daily basis how can we setup this thing on CRM

Sri Sudhan
Admin
Reply to  arena animation
2 days ago

Hi, you can the LeadSquared Phone Call Metrics Reports to view this – https://in21.leadsquared.com/Reports/List?categoryId=3&categoryName=Telephony%20and%20SMS

Additionally, we have a new and improved reports feature – SIERA. To enable this on your account, write to siera.support@leadsquared.com.

Hello
Hello
11 months ago

While placing a call, the user is getting the following error “No Target Device Retrieved.Cannot Call”.

For the following error it is showing that the callback URL is incorrect even though we have pasted the exact URL as mentioned in the article

Sri Sudhan
Admin
Reply to  Hello
5 months ago

Hi, we register the target device in the server on which the push notification (silent notification in case of the Click2Call feature) has to be sent. Sometimes a user’s device doesn’t get registered, and they get this error on initiating the Click2Call action through the web app. As a solution, when you get this error, you can re-login into the mobile app. This will re-register your device, and trigger the Click2Call action again from the web app.