Push Data to CleverTap

1. Feature Overview

This connector transfers lead data in real time from your LeadSquared account to your CleverTap account.

2. Prerequisites

• You must be the Administrator of your LeadSquared account.
• You must have an active CleverTap account.
• This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.

3. How it Works

To push leads from LeadSquared to your CleverTap account, set up the Push data to CleverTap connector. Once configured, activate the connector sync.

During configuration, a webhook URL is generated in LeadSquared. Copy this URL and use it to configure an automation in your LeadSquared account. This automation will automatically push lead data from your LeadSquared account to your CleverTap account.

4. Installation

You must first install and configure the CleverTap connector.

1. Navigate to Apps>Apps Marketplace.
2. Search for Push data to CleverTap, and click Install.
   • Alternatively, you can find the connector on the left panel, under Marketing.
3. Once installed, hover your cursor over , and click Configure.

4.1 Configure the connector

Once you’ve installed the connector, on the Configure CleverTap pop-up, configure the connector access for the non-Admin users in your account. Only users with access granted can view and access the connector under the Apps menu.

1. Select if you want to grant Connector Access that’s Based on Role or Advanced (User Level).
   • Based on Role – From the Specify Roles dropdown, select the LeadSquared user roles that can use the connector.
   • Advanced (User Level) – In the Advanced (User Level) dropdown, choose a user boolean field. The user’s access to the connector is determined by the value in the selected boolean field. For example, for the user Sam, if the “Is Employee” boolean user field contains the value “Yes”, Sam can access the connector.
2. Once you’re done, click Save Details. To continue the configuration, refer to the below sections.

5. Admin Configuration

To continue the connector configuration, navigate to Apps>Push data to CleverTap.

5.1 Basic Settings

Enter the following details –

Property	Description
CleverTap Account ID	Pass your CleverTap account credentials.
CleverTap Passcode
Lead Source	Enter the lead source through which the leads were captured (e.g., CleverTap, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country Code	If the lead’s mobile number is captured without a country code, the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time Zone	The time zone followed in your CleverTap account.
Lead Capture Search By Criteria	To avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This is used to identify the leads pushed from CleverTap. To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.
Lead Capture Secondary Search By Criteria	If lead identification and capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on Failure	If there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account. To know more about the type of errors, please refer to Error Notifications.
Enable Notification	To ensure notification emails are sent to the selected user when there’s a failed query, enable the  checkbox.

Once you’ve entered all the details, click Save & Next.

5.2 Entity Options

Define the sync behavior of the connector when leads are captured.

5.2.1 Lead/Contact Entity
Since this connector pushes lead data from LeadSquared, the Sync Behaviour is by default set to Do Nothing. It is recommended you don’t change this to any other setting.

5.2.2 Mapping

On the Edit Mapping for Clevertap Call back disposition screen, the CleverTap system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

• To provide a default value for any field, click  , enter the value under Default Value, and click .
  • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
• To disable lead data capture for any field, disable the  slider.
• You can also mark and update a unique lead field as the search key from this screen, by clicking 

Once you’re done, click Save & Next.

5.3 Generate Webhook URL

A custom webhook URL is generated after providing basic details and completing field mapping. Copy this webhook URL and use it to create an automation that will transfer lead data to your CleverTap account.

After you’ve set up the webhook, click More Actions, and enable the sync job. This ensures that through the webhook, lead data from CleverTap is pushed to LeadSquared.

6. Create an Automation

Use the Webhook URL to create an automation that send lead data to CleverTap.

1. Navigate to Workflow>Automation, click Create Automation, and select a relevant trigger. We’re going with the New Lead trigger.
2. Click , and under Custom, click Webhook.
3. On the Webhook pop-up, enter the following details –
   • Name – Enter a relevant name for the webhook. We’re calling it “CleverTap Lead verification Activity”.
   • URL – Select the method as https://, and paste the connector’s webhook URL that was generated in the previous step. Ensure you remove “https://” from the URL.
   • Content Type – Select application/json.
   • Save Response – You can select either Yes or No.
   • Custom Headers – You can skip this.
   • Notify on Failure – Select which user you want to notify if the webhook fails.
   • Retry Count – The number of times you want to retry when the webhook fails.
4. Once you’re done, click Save, and then click Publish.

7. View Logs

Here, you can view logs of all the sync jobs that have taken place. View New Events (New Leads), Updated Events (Updated Leads), and Errors (when transferring leads).

1. Navigate to Apps>CleverTap.
2. From the More Actions dropdown, click View Logs.
3. You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
4. You can view the sync status of the following events –
   • New Events – List of all the new leads that have been created in LeadSquared during the selected date range.
   • Updated Events – A list of all the –
     • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
     • Leads that previously contained errors, which were fixed and synced successfully.
   • Failed – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
5. To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
   • Under the right panel, you can view the response status, the API URL, the request, and the response.
   • The successful responses will contain the details of the leads that have been pushed from CleverTap.
   • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click .

8. Other Actions

You can edit or delete the CleverTap connector instance that you created. To do this –

1. Navigate to Apps>App Marketplace.
2. Search for CleverTap.
3. Alongside the CleverTap connector, hover your cursor over .
4. From the list of options, you can perform the following actions –
   • Edit Configuration
   • Disable Configuration
   • Remove Configuration

9. View Reports

You can view the total number of leads that have been pushed by CleverTap, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?

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!