Integrate with LeadSquared

1. Feature Overview

This connector captures leads periodically from your account to LeadSquared. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. Before you get started, you must install and configure the Universal Lead Capture Connector.


2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active account.
  • The Universal Lead Capture connector is a paid feature. To enable it on your account, please reach out to your account manager, or write to


3. How it Works

To pull lead data periodically from your account to your LeadSquared account, configure the connector instance. During set up, enter the account credentials for, and enable sync for the connector instance. This will begin the lead capture process.

  1. Install the Universal Lead Capture connector.
  2. Configure as the data source.
    1. Enter your account credentials, and configure the following additional LeadSquared settings –
      • Enter the lead source
      • Provide a default country code
      • Configure a unique lead field as the search key
      • Select the user to notify when the sync fails
      • Configure the sync frequency
    2. Map the fields to the corresponding LeadSquared lead fields.
    3. Enable the lead sync process.
  3. View logs of all the sync jobs that have taken place.
  4. Post installation, you can also perform the following actions –
    • Edit Configurations
    • View Logs
    • Remove Configurations


4. Installation

Once the Universal Lead Capture connector is installed, you must install and configure the connector.

  1. On your LeadSquared account, navigate to Apps>Universal Lead Capture.
  2. You’ll find the connector on this page. Against the connector, click Configure.

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5. Configuration

After installation, on the Lead Capture page, select Periodic Sync. Then, configure the connector settings to pull data from –

5.1 Settings

On the Settings screen, enter the following details –

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Housing IdEnter your account Id.
Housing Secret KeyEnter your account secret key.
Lead SourceEnter the lead source through which leads were captured (e.g.,, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country CodeIf the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time ZoneThe time zone of your account.
Lead Capture Search By CriteriaTo avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify and pull leads from

To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique.

Select User to Notify on FailureIf 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.

Sync FrequencyBy default, we’ve selected a 3-hour frequency to pull data from You can use the ‘Hours’ and ‘Minutes’ dropdowns to select a custom interval, based on which lead data will be pulled.

Once you’re done entering all the details, click Save & Next.


Mapping & Manage Sync

On the Mapping screen, the 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, enter the value under Default Value.
    • 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 Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

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Enable Sync

After mapping the fields to the corresponding LeadSquared lead fields, enable lead sync. To do this, from the More Actions dropdown, click the Slider slider, and then click Save & Close. Once the sync is enabled, LeadSquared will pull leads from every 3-hours (or depending on the Sync Frequency configured).

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You can also manually sync leads, outside of the Sync Frequency that’s configured. This is especially useful if you have old/legacy lead data in your account.

  1. From the More Actions dropdown, click Sync Manually.
  2. On the Sync Manually pop-up, enter Start Date, End Date, and Time during which the lead data was captured in your account.
  3. Once you’re done, click Submit. The leads that were captured during the selected time frame will be synced to LeadSquared.


  • It is recommended you run a manual sync job right after you configure the connector. This will ensure all the historic lead data available on your account will be synced to LeadSquared.
  • The Sync Start Time & End Time must be within a date range of seven days (e.g., from 20th July to 26th July).
  • You can sync up to 4,000 leads at once.

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6. View Logs

Here, you can view logs of all the sync jobs that have taken place. View new leads, updated leads, lead capture errors and total lead capture events. You can also view the lead sync response and lead capture job status.

  1. Navigate to Apps>Universal Lead Capture.
  2. Against the connector, click Options, and then click View Logs.
    • Alternatively, on the Lead Capture configurations page, from the More Actions dropdown, you can View Logs.
  3. You can filter the logs by selecting a date range, and by selecting a Job Status (“All”, “Success” and “Failure”).
    • The maximum date range you can select is the last 60 days.
  4. You can view the sync status of the leads captured across the following tiles –
    • New Leads – List of all the new leads that have been pulled by LeadSquared during the selected date range.
    • Updated Leads – 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 an error, which were fixed and synced successfully.
    • Errors – 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.).
    • Total Events – A list of all the lead capture events that have taken place.
  5. To view the Sync Response details, under Sync API Response, click the response.
    • Here, you can view the response status, the API URL, the request and the response.
    • The responses that are successful will contain the details of the leads that have been pulled from
    • You can also view the lead capture response under Created, Updated and Errors, by clicking Information.
Note: For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.

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7. Other Actions

You can edit or delete the connector instance you created.

  1. Navigate to Apps>Universal Lead Capture.
  2. Against the connector, click Options.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • View Logs
    • Remove Configurations

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8. View Reports

You can view the total number of leads that have been pulled from 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?

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Any Questions?

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