Integrate Shiksha.com with LeadSquared

1. Feature Overview

This connector captures leads in real-time from your Shiksha.com 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 Shiksha.com 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 support@leadsquared.com.

3. How it Works

To push lead data from your Shiksha.com account to your LeadSquared account, configure the Shiksha.com connector instance. Once you set it up, a webhook URL is generated. Configure this URL in your Shiksha.com account, and enable the sync for the connector instance in LeadSquared. This will begin the lead capture process.

1. Install the Universal Lead Capture connector.
2. Configure Shiksha.com as the data source.
   1. Provide basic account details.
   2. Map the Shiksha.com fields to the corresponding LeadSquared lead fields.
   3. Copy the LeadSquared webhook URL, and configure it in your Shiksha.com account.
   4. 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, install and configure the Shiksha.com connector.

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

5. Configuration

After installation, on the Lead Capture page, configure the connector settings in order to push data from Shiksha.com.

5.1 Basic Details

Enter the following details –

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

5.2 Mapping

On the Mapping screen, the Shiksha.com 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 .
• To create a custom Shiksha.com 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 .
  3. To delete a custom field, click .

Once you’re done mapping, click Save & Next.

5.3 Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and configure it in your Shiksha.com account (reach out to your account manager from Shiksha.com).

After you’ve configured the URL, click More Actions, and enable the sync job. This ensures the data will be pushed to LeadSquared using the webhook configured in Shiksha.com.

To know more, refer to the setup instructions –

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 Shiksha.com connector, click , 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 pushed to 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 errors, 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 pushed by Shiksha.com.
   • You can also view the lead capture response under Created, Updated and Errors, by clicking .

7. Other Actions

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

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

8. View Reports

You can view the total number of leads that have been pushed by Shiksha.com, 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?

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