Build a Journey Based Chatbot (v2)

/0 Comments/in /by
Important: Refer to this article if the Chatbot feature was enabled on your account after 29th August 2024. If it was enabled on or before 28th August 2024, refer to Build a Journey-Based Chatbot (v1).

1. Feature Overview

Build a chatbot to guide your leads through an end-to-end journey to achieve specific goals and complete processes, such as exploring course options and fees, applying for a loan, booking a doctor’s appointment, raising support tickets, and more. The bot assists leads at each step, helping them understand what actions need to be taken to move forward. It can be integrated with your website, landing pages, portals, mobile app (via a mobile SDK), and your Business WhatsApp account.

The chatbot has different components that help you achieve various use cases. This article outlines the functionality of each component, how they interact with one another (when applicable), and what they can help you accomplish when configuring a bot.

Note: To know how to create an AI Help Bot, refer to Chatbot – AI Help Bot.

LeadSquared Chatbot

 

2. Prerequisites

 

3. How it Works

The chatbot feature allows for complete flexibility in designing your bot flow. Below is a comprehensive list of chatbot components and their functionalities, categorized into Bot Types, Actions, and Other Actions.

While the components in this article are fixed, they can be used in various combinations and configurations to meet your specific needs effectively. Each section explains the purpose of the component, any prerequisites, and how it can interact with other components. While there is no single method for building a bot, this document serves as a reference to guide you in creating your own customized chatbot.

LeadSquared Chatbot

 

4. Create a Journey Bot

Create a chatbot that assists your leads in completing a task or process –

  1. Once the chatbot is installed on your account, navigate to Apps>Chatbot, and click Get Started.
  2. On the Dashboard screen, from the left panel, click Bots, and then click Create New Bot.
  3. On the Select Type pop-up, under Journey Based Bot, click Select.
  4. On the Create New Bot pop-up, enter a relevant Bot Name and Description for the bot.
    • This name is for internal identification only and is not the actual display name of the bot.
  5. Once you’re done, click Save.

LeadSquared Chatbot

 

5. Common Node Configurations

The following configuration options are available across all nodes and perform the same functions. To avoid repetition in each node’s section, we will list these components here. The Node Configurations govern how the node receives the lead’s input messages.

On the Bot Builder screen, click the Add Node button, and under Messages, click the node you want to add, and enter the following details on the Node Configuration tab –

  • Node Name – Enter an internal display name for this node.
  • User says – Enter the lead’s message, such as “Hi” or “Can I schedule a demo,” that triggers this node. This is a hardcoded message, meaning the node will only activate if the lead sends this exact phrase. Once the node is triggered, the response (text, image, video, etc.) you configure is then sent to the lead.
    If you don’t want to predefine a lead input, you can also choose from the following options –

    • User Input lets the chatbot respond to any message the lead sends. For example, if the bot asks, “Please enter your name,” it accepts any response (a name in this case) from the lead as valid input. The bot can then reply, “Thank you. Can you please provide your phone number?” This makes the chatbot more flexible in handling different responses.
    • Validate User Input – For phone numbers and email addresses, select the checkbox to validate the lead’s response. From the Validator dropdown, choose Phone Number or Email Address, based on the type of lead input you want to capture. This validation helps ensure that the data collected is accurate and formatted correctly, reducing the chances of errors in your records.
  • Dynamic Intent refers to the ability of a chatbot to receive inputs from an API response in real time. For example, you can set the node’s response to “Select the city you’re residing in,” and configure an API to fetch a list of all Indian cities. This list is then displayed to the lead, allowing them to choose the city they are in.
  • Add Utterances to improve the chatbot’s answering accuracy. Utterances represent the different ways a lead might ask a question during their interaction with the bot. For example, if the lead’s question is “Which loans are being offered?”, possible utterances could be “What loan types are available?” or “Loans available?”. This helps the chatbot recognize and respond accurately to various phrasing of the same question. To do this, enable the slider, add variations of the question, and click the Add Utterances button. It’s recommended you add different keywords to trigger the node here.
  • A Multi Node response sends multiple replies to a single message from the lead. For example, if the lead says “Hi,” the bot can respond with two messages: “Welcome” and “Please enter your phone number.” This allows the bot to provide more information or instructions in a single message.
  • When Final Node is enabled, it designates that node as the last step in the chatbot flow. This signifies that the lead’s interaction with the bot has ended and that the process or activity the chatbot was designed for is complete. This node is configured only after the lead successfully finishes the required steps, marking the conclusion of their journey.

LeadSquared Chatbot

 

6. Configure Bot Responses

After you’ve set up the Node Configuration, configure the type of response sent to your lead when the node’s triggered.

Note: After you’ve configured these Bot Responses, to verify that the Intent and Response are set up correctly, use the emulator LeadSquared Chatbot. Then, enter the Intent message, and hit ENTER. If the Response matches what you configured, the node is working correctly.

6.1 Text Node

This sends a text response to the lead. In the box under Bot displays, enter the text content. You can format this response using bold, italics, and strikethrough. You can also include a URL link. Once you’re done, click Save.

Note: When you’re entering a website URL (for Visit Website buttons), ensure the URL contains “https://”. For e.g., the URL should be – “https://www.leadsquared.com/”.

LeadSquared Chatbot

6.2 Image Node

This sends an image response to the lead. Along with the image, you must add a text caption as well. Enter the image URL and text caption in their respective boxes. Once you’re done, click Save. Your leads can download this image when it’s shared with them.

Note:

  • You can’t upload a file from your local storage. You can only provide an image URL.
  • The URLs can be in any of these formats: .jpg, .jpeg, .png, .gif.

LeadSquared Chatbot

6.3 Video Node

This sends a video response to the lead. Along with the video, you must add a text caption as well. Enter the video URL and text caption in their respective boxes. Once you’re done, click Save.

Note:

  • You can’t upload a file from your local storage. You can only provide a video URL.
  • The URLs can be in any of these formats: .mp4 and YouTube Embed URLs.

LeadSquared Chatbot

6.4 Document Node

This sends a document (PDF file) response to the lead. Along with the document, you must add a text caption as well. Enter the document URL and text caption in their respective boxes. Once you’re done, click Save.

LeadSquared Chatbot

6.5 Button Node

This node offers clickable options for the lead instead of requiring them to type a response. When the lead clicks a button, the chatbot responds based on the selected option. For example, if the bot asks, “How would you like to proceed?” the available actions are the call action (“Talk to an agent”), website visit action (“View our Website”), download action (“Download our Catalogue”), and a plain text option (“Something Else”). To configure this node, provide the following details –

  • Header – The bot’s response header lets you send plain text directly, or an image, video, or document by adding their URL. This is optional.
  • Body – Enter the text response that will be sent to your leads. This is optional.
  • Footer – You can display any relevant text information in the footer, which is optional.
  • Button Configurations – Select the button action (Text, Visit Website, Call Phone Number, or Download), and enter a display name for the button. In the first box, enter the display name for the action (e.g., Talk to an Agent). In the second box, enter the action (e.g., phone number, website URL, or document URL).
    • If you selected the action Visit Website or Download, enter a valid URL link.
    • If you selected the action Call Phone Number, enter a valid phone number.

Once you’re done, click Save.

Note: You can add up to three buttons.

LeadSquared Chatbot

6.6 List Node

The List Node is similar to the Button Node, as it lists clickable options for the lead to select instead of typing a response. The difference is that the List Node only offers text options and doesn’t allow linking to a website, phone number, or document. To configure this node, provide the following details –

  • Show as Dropdown in Web Bot – To render the list as a dropdown, enable this option.
  • Header – The bot’s response header lets you send plain text directly, or an image, video, or document by adding their URL. This is optional.
  • Body – Enter the text response that will be sent to your leads. This is optional.
  • Footer – You can display any relevant text information in the footer, which is optional.
  • Action Button Text – Enter the text you want to display on the action button.
  • List Configuration – Enter a display name for each option, along with a description (which is optional).

Once you’re done, click Save.LeadSquared Chatbot

6.7 Template Messages

This option lets you create a node using an existing Web or WhatsApp message template. When creating the node, choose a template from the list available in your account. The process is similar to creating a Text Node, but instead of entering the response content, you select a relevant template from the Select Template dropdown.
LeadSquared Chatbot

 

7. Actions

Actions are specific tasks a bot performs based on certain lead inputs. These are not responses the bot sends but are instead actions it takes. Configure the following actions –

LeadSquared Chatbot

7.1 Go To Node

From the current node, a Go To Node redirects the conversation to a different node in the chat flow (for example, restarting and going to the first message). This is useful when you want to take the lead back to the main menu or have them confirm certain details.

To configure this action –

  1. Under a node, click  LeadSquared Chatbot, and under Actions, click Go To.
  2. Under Bot Response, choose the node to which you want to redirect the lead.
  3. Once you’re done, click Save.

LeadSquared Chatbot

7.2 Trigger Bot

In cases where a lead’s journey involves multiple flows, such as when offering different undergraduate course plans like BTech, BCom, or BA, configuring all flows within a single chatbot can be complicated. To simplify this, you can create separate bots for each course flow. For example, you could have one bot dedicated to BTech inquiries, another for BCom, and a third for MBA.

Using the Trigger Bot feature, you can then link these flows under the main lead journey chatbot. When a lead interacts with the chatbot and selects their desired course, such as BTech, the Trigger Bot directs them to the BTech bot. Similarly, if they choose BCom or MBA, they are directed to the respective course-specific bot. This approach keeps the chat flow organized while providing tailored information based on the user’s selection.

When configuring this action, under Bot Response –

  1. Under a node, click  LeadSquared Chatbot, and under Actions, click Trigger Bot Node.
  2. From the Trigger Bot dropdown, select the bot you want to redirect the lead to.
  3. Then, from the Select Bot Intent dropdown, choose the lead input that should trigger the bot.
  4. Once you’re done, click Save.

Note:

  • Only published bots will appear in the dropdown of the trigger bot action.
  • You can redirect the lead only to the starting (first) node of another chatbot flow. Sending the lead to a node in the middle of a different flow is not possible. This ensures that leads begin any new flow from the intended starting point.

LeadSquared Chatbot

7.3 Templated Flow

We’ve created chatbot flow templates designed for specific use cases. After selecting a template, you can customize it to fit your business needs. Currently, we offer the OTP Verification template, which is used to verify the OTPs entered by leads, and the Lead Capture template, which helps you collect essential lead details. These templates streamline the setup process, allowing you to efficiently implement effective chatbot solutions. To use these templates –

  1. Under a node, click  LeadSquared Chatbot, and under Actions, click Template Flow Node.
  2. Under Bot Response, choose the flow you want to use from the Templated Flow dropdown menu. If you’ve selected OTP Verification –
    • Configure whether to Allow Resend OTP. If enabled, the OTP will be resent to the lead upon request.
      • If OTP resend is enabled, set the maximum number of OTP requests the lead can make.
      • To set up a Condition based response, enable the slider. Once enabled, you can configure different responses that will be shown to your lead depending on whether they enter the correct (True) or incorrect (False) OTP.
      • Under Bot displays, select the type of response you want to send after the lead enters the OTP – Text, Button, or List. After choosing the type, configure the content to be displayed. Setting up Text, Button, and List responses follows the same steps outlined earlier…
  3. If you’ve selected Lead Capture, enter the text response that will be sent to your lead once their details are captured. No further steps are required here.
  4. Once you’re done, click Save.
  5. The selected template flow is now applied to your chatbot. Publish the bot to make it live.

The GIF below shows the OTP Verification flow being configured.

LeadSquared Chatbot

The GIF below shows the Lead Capture flow being configured.

LeadSquared Chatbot

7.4 Agent Transfer

This action allows the chatbot to transfer an ongoing conversation to a live agent. This feature is useful when the chatbot cannot resolve a complex query, or when the lead specifically asks for help from a human agent. When this action is triggered, the bot seamlessly redirects the conversation to an available agent, ensuring that the lead receives personalized assistance. The handover node also ensures continuity, as the agent can review the previous chat history before responding, making it easier to provide accurate and informed support. This enables smooth transitions between automated responses and human intervention, enhancing the overall user experience.

This node can route chats to your Sales users or Service users. For instance, if a new lead wants a product demo, the bot can direct them to a sales user. Conversely, if an existing lead wants to upgrade their plan, the bot can route them to a service user.

Prerequisites

Before you set up the Agent Transfer node, ensure the following steps are completed. This is mandatory –

Note: LeadSquared Converse must be enabled on your account for the Transfer Node to work.
  1. On the Chatbot home screen, click Authorization.
  2. Under Generate API Key, alongside Converse, click Generate.
  3. Copy the API key, and navigate to My Profile>Settings>Converse>Authentications.
  4. Under Add API Key, alongside BOT, enter the API Key you copied, and click Add.
  5. Then, on the same page, under Generate API Key, alongside BOT, click Generate Key.
  6. Copy this key, and navigate back to the Chatbot home screen.
  7. Then, under Add API Key, alongside Converse, enter the API Key you copied, and click Add.

This links the Chatbot with Converse to ensure seamless transfer of chats to your live agents.

LeadSquared Chatbot

Note:

  1. Under a node, click  LeadSquared Chatbot, and under Actions, click Agent Transfer.
  2. Under Bot Response, configure the following –
    • Handover To – If Service CRM is enabled, select if you want to transfer the chat to a Sales User or a Service User.
    • Select Routing Rule – In the dropdown, select the Routing Rule logic you want the system to apply when transferring the chat to an agent.
      • If you’ve not configured a rule, click the Create Routing Rule button, and configure rules in your account.
    • Text Configuration – Enter the message the bot will display to the lead when transferring the chat to an agent.
  3. Once you’re done, click Save.
  4. When testing the bot flow on the emulator, check LeadSquared Converse to ensure messages are delivered to both the bot and Converse correctly.

LeadSquared Chatbot

 

8. Other Actions

In addition to the actions listed in the previous section, you can also configure the following actions –

LeadSquared Chatbot

8.1 Condition

Configure conditions to enable the chatbot to respond based on specific criteria, allowing you to tailor its replies to different outcomes. For instance, you might set up a condition to check if a lead already exists in your system based on their phone number. If the lead exists, the bot can respond using their name. If not, the bot can request additional details (like name and email) and use these to create a new lead in LeadSquared. This approach ensures relevant, personalized responses, providing a more engaging and efficient experience for users.

  1. Under a node, click  LeadSquared Chatbot, and under Other, click Condition.
  2. Under Bot Response, configure the following –
    • Name – Add a display name for the condition.
    • Alongside IF, use the dropdown to configure the conditions.
      • Use the Add Rules button to add multiple rules to the same condition.
    • To add multiple conditions, use the Add Condition button.
  3. After configuring the conditions, click Save, and then test the chatbot to ensure it responds as intended based on the set conditions. This helps verify that the bot is delivering the correct responses and handling different outcomes effectively.

LeadSquared Chatbot

8.2 API Node

An API node integrates either LeadSquared APIs or external APIs, allowing the chatbot to capture or display information dynamically. For example, it can capture details provided by the lead, such as their name or contact number, or display relevant information like a list of courses or available pin codes. The response configured in an API node can be a simple text message or an interactive response, where button options or list options are shown to guide the lead’s next steps. This enables a more personalized and data-driven interaction within the chatbot flow.

Note: Before creating an API node, adding and setting up APIs (both LeadSquared APIs and external APIs are supported) on the Chatbot is mandatory. To know how to do this, refer to Integrate APIs with the Chatbot.
  1. Under a node, click  LeadSquared Chatbot, and under Other, click API Node.
  2. Under Response Configuration, from the Select API to call dropdown, select the API you want to integrate with the bot.
  3. Once you’re done, click Save.

LeadSquared Chatbot

8.3 LeadSquared API Node

Unlike the API Node, which requires manual integration of a LeadSquared API, this node automatically fetches LeadSquared APIs into the chatbot. Depending on the LeadSquared entities enabled in your account, you can directly access and configure the corresponding APIs for these entities within the bot builder framework. This streamlines the setup process, making it easy to incorporate key LeadSquared data without additional API configuration steps.

Note: Aside from the steps listed below, no additional actions are needed to integrate LeadSquared APIs with the bot. These APIs are available by default within the bot framework.
  1. Under a node, click  LeadSquared Chatbot, and under Other, click LeadSquared API Node.
  2. Under API Configurations, configure the following details –
    • Module – From the dropdown, select the LeadSquared module you want to integrate with the bot. The available modules are Lead Management and Activity Management.
    • Action Type – From the dropdown, select the action you want the bot to perform. For the Leads module, you can choose from Create, Update, Retrieve, or Delete actions. For the Activity module, only the Create action is available.
    • Select API to Call – Based on the action you selected in the previous dropdown, this dropdown shows the available APIs under that action. Choose a relevant API.
    • Attribute Configuration – This option allows you to map data fields between the chatbot and the API. Attributes like name, phone number, and others configured here ensure that data flows correctly from the chatbot to the corresponding fields in LeadSquared, keeping information synced between the bot and your LeadSquared account.
      In the first box, enter the LeadSquared schema name, and in the second box, enter the corresponding bot variable. The lead attribute schema names are present on the Lead Fields Settings page.
    • Response Variable Configuration – This allows you to map the API’s response with the bot, enabling you to capture information returned by the API, such as lead status, verification outcomes, or available options, and use it within the chatbot flow. This means the bot can respond with real-time data, display relevant information to the lead, or trigger further actions based on the API response.
      For example, if you use the Response Variable to set up a Condition Node, the bot might check if the lead exists based on the API response. If the lead exists in your account, the bot can proceed to send a message offering a demo. Alternatively, if the lead doesn’t exist, the bot might respond with a message asking them for additional lead details.
    • Configure Fields – This option allows you to configure custom fields for Activities when posting an activity. Add the attribute name as the schema name and assign bot variables as the corresponding values.
  3. Once you’re done, click Save.

LeadSquared Chatbot

8.4 Ticket API Node

This bot integrates the Service CRM Create a Ticket API with the Chatbot. This bot is visible only if the Service CRM feature is enabled and configured in your account.

  1. Under a node, click  LeadSquared Chatbot, and under Other, click Ticket API Node.
  2. Under API Configurations, configure the following details –
      • Attribute Configuration – This option allows you to map data fields between the chatbot and the API. Attributes like ticket subject, priority, and others configured here ensure that data flows correctly from the chatbot to the corresponding ticket fields in Service CRM, keeping information synced between the bot and your LeadSquared account.
        In the first box, enter the LeadSquared schema name, and in the second box, enter the corresponding bot variable. The ticket attribute schema names are present on the Ticket Fields and Form Configuration page.
      • Response Variable Configuration – This allows you to map the API’s response with the bot, enabling you to capture information returned by the API, such as ticket status, and use it within the chatbot flow. This means the bot can respond with real-time data, display relevant information to the lead, or trigger further actions based on the API response.
        For example, if you use the Response Variable to set up a Condition Node, the bot might check if the lead exists based on the API response. If the lead exists in your account, the bot can proceed to send a message offering a demo. Alternatively, if the lead doesn’t exist, the bot might respond with a message asking them for additional lead details.
      • Configure Fields – No action is required here.
  3. Once you’re done, click Save.

LeadSquared Chatbot

 

9. Bot Emulator Actions

When testing out the chatbot using the emulator, you can perform the following actions –

  • To see a record of all interactions with the emulator, enable the slider next to View Logs. This will display a detailed log of each interaction, helping you track and review the chatbot’s responses and actions during testing.
    • In the log, you can view the specific configurations of each node by clicking on the node name. This allows you to edit the node directly from the log.
  • To reset the emulator, click LeadSquared Chatbot. This will clear the current session, along with the existing emulator logs.
  • To close the emulator, click LeadSquared Chatbot.

LeadSquared Chatbot

 

10. Publish the Bot

Once the bot flow is ready, publish it. To do this, click the Publish button on the bot builder page.

LeadSquared Chatbot

 

11. Configurations

To complete the chatbot set-up, navigate to the Configurations screen.

LeadSquared Chatbot

11.1 Session Timeout

Configure the message you’ll send to the lead when the chat session ends because the lead hasn’t sent any message for a specified time period.

LeadSquared Chatbot

Click Edit to –

  • Set the hours and minutes of inactivity after which you want to display the message to your lead.
  • Add the timeout message the lead receives after the session times out.
  • To add multiple timeout messages, click .

Once you’re done, click Save.

LeadSquared Chatbot

11.2 Fallback Message

Fallback messages are sent when the chatbot doesn’t understand the lead’s message. For example, if a journey-based bot asks for a mobile number and the lead types “Sam”, the bot replies with a fallback message like “Could you please check your response?” or “Sorry, I didn’t understand.”

LeadSquared Chatbot

Click Edit to –

  • To send the previous chatbot message as the fallback message, enable the Azure Checkbox checkbox.
  • Add the fallback message the lead receives when the bot does not understand the lead’s response.
  • To add multiple timeout messages, click .

Once you’re done, click Save.

LeadSquared Chatbot

11.3 Inactivity Message

Configure the message the chatbot sends to the lead when the lead is inactive on the chatbot and hasn’t sent any message for a specified time period. This message is a reminder to the lead, to let them know the session is idle.

LeadSquared Chatbot

Click Edit to –

  • To send the previous chatbot message as the inactivity message, enable the Azure Checkbox checkbox.
  • Set the hours and minutes of inactivity after which you want to display the message to your lead.
  • Add the timeout message the lead receives after the session times out.
  • To add multiple timeout messages, click .

Once you’re done, click Save.

Note: The Inactivity Message is sent after a few minutes of inactivity, as a reminder to the lead. The Session Timeout message is sent after a longer period of inactivity, and to let the lead know that the session has been terminated. The inactivity period configured for Inactivity Message should be lesser than that of the time configured for the Session Timeout message.

LeadSquared Chatbot

11.4 Opt-out Messages

When a lead sends any of the keywords configured here as an input message, the lead automatically opted out of further interactions with the chatbot. Click Edit to add the list of keywords. In the Opt-out Message box, configure the message you want to send as the chatbot response once the lead has opted out of the conversation.

Once you’re done, click Save.

LeadSquared Chatbot

 

12. View Chatbot Interaction Activity

When a lead interacts with your bot, the entire conversation is recorded as an activity called Chatbot Interaction. This activity includes the complete chat transcript, the channel used for the chat, the session’s start and end times, and whether the chat was transferred to a live agent. This activity can be viewed on the Lead Details page or the Manage Activities page. The activity is posted if –

  • Final Node Triggered – When the lead completes the chatbot flow.
  • 24 Hours of Inactivity – If the chat remains inactive for 24 hours.
  • Transfer to Agent – When the chat is handed over to a live agent.

LeadSquared Chatbot

 

13. More Actions

  • On the bot builder screen, you can search for a node using the node name, the user intent, the buttons configured and the Bot Display.

LeadSquared Service CRM

  • You can clone an existing bot from the Bots homepage. To do this –
    1. Alongside the bot you want to clone, click LeadSquared Service CRM, and click Clone.
    2. On the Clone pop-up, click Clone to confirm.
Note: Only the primary bot is cloned; and NOT its sub-bots.

LeadSquared Chatbot

 

14. Next Steps

After you’ve set up the chat flow, you must configure the chatbot channel. To know how to do this, refer to Configure Chatbot Channel.

 

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!

Create Portals with Multiple Web Pages

/0 Comments/in , , /by

1. Feature Overview

This article shows you how to add multiple web pages (home page, contact us page, application dashboard, etc.) to your LeadSquared Portals, using the Portal Designer. You can also make logins compulsory to view certain pages. This can be used for application and user profile pages.

LeadSquared Portals

 

2. Prerequisites

Portals Designer is part of the Portals feature. To enable Portals on your account, please write to support@leadsquared.com.

 

3. Getting Started

To create a new page –

  1. On the Portal Designer page, on the top-left corner, click the LeadSquared Portals Page icon.
  2. On the Pages tab, click Add New Page.
  3. Enter relevant details in the following fields –
Field Description
Name The name of the page. This is visible on the Portal Designer. This field is mandatory.
Title The title of the page. This is visible on the published portal, and can be seen by anyone who’s on the website. This field is mandatory.
Parent Page The parent page to which the new page will be linked to. You can select the Parent Page from the list of pages available on the dropdown.
URL The page’s URL slug. This will be visible in the browser, and the URL can be used to access the page directly. For example, the URL of a ‘Contact Us’ page can be written down as ‘contact-us’. This field is mandatory.
Requires Login If you want to enable login on this page, toggle the enable icon slider. If this feature is turned on, then a User Profile icon is added to the top-right corner of this section.

4. Once you’ve entered all the necessary details, click Add. You’ll get a message saying ‘Page Created Successfully’.

Create Pages in Portal Designer

You can create a new webpage by cloning an existing portal page. This will retain the structure of the original page, and you can change the content within the page as per your requirement. To clone a portal page –

  1. On the Portal Designer, click the LeadSquared Portals Page icon on the top of your screen.
  2. On the Pages tab, against the page you want to clone, hover your cursor over the LeadSquared Portals icon.
  3. From the dropdown options, click Clone.
  4. On the Add New Page tab, enter the relevant details, and click Add. You’ll get a message stating, “Page Created Successfully”.

LeadSquared Portals

 

4. Configurations

Here you can customize the font and accent colours for text content across all pages. Changes made here are applied at the global level, eliminating the need for you to customize each section on each page. It helps apply uniform and consistent fonts and colours across the entire portal.

4.1 General

  • Favicon – Upload a relevant icon for the portal, which will show up as the favicon on a browser window. To add a favicon, click Choose File.

LeadSquared Favicon

  • Accent Colour – Select the font colour for all the form section headers and buttons on all the pages, from the gradient screen, or enter the hex code for a specific colour.

LeadSquared Portal

 

4.2 Text & Fonts

Customize the font type, font colour and font size for header and paragraph text across all the portal pages.
You can also add up to four custom fonts of your choice. Click Choose Fonts to import the font file. Only the following custom fonts file formats are accepted – .ttf, .otf, and .woff.

LeadSquared Portal

 

4.3 Script

Here you can add custom JavaScript for any of the following use cases –

  • Analytics and Third-party Tracking Scripts – Google Analytics Script, Google Tag Manager, FaceBook Pixel, etc.
  • Portal Component Modifications – If default configurations are not present in the designer, you can use custom scripts to modify UI elements on the page (e.g., form length, form fields, etc.).
  • Perform Actions on Lead Engagement – Show a popup on lead login, post an analytics event on lead form submission, etc.
Note: Please exercise caution when adding your custom JavaScript, and do not ensure any sensitive information (such as API Secret Keys, etc.), since the script will be visible in the browser.

LeadSquared Portal

 

5. User Profile

When you turn on the Requires Login setting for a page, the page will be marked with a lock lock icon icon. Pages requiring login will not be accessible to users until they successfully log in to the portal.

LeadSquared Portals_8

All pages requiring login will automatically display a User Profile LeadSquared Portals Page icon. Click on the icon to customize it.

5.1 General

  • Profile Design – The appearance and design of the User Profile icon. The following options are available –
    • Icon – Only the icon will appear. You can customise the icon colour by clicking the icon, and select the colour from the gradient screen, or enter the hex code for a specific colour.
    • Icon&Name – The icon, along with the lead’s name will appear. You can customise the icon colour by clicking the icon, and select the colour from the gradient screen, or enter the hex code for a specific colour. You must configure the mail merge field, for the lead’s name to show up. To configure the name field mail merge value, double tap on the existing value, and make changes.
    • Name – Only the lead’s name will show up here, without any icon. You can customise the icon colour by clicking the icon, and select the colour from the gradient screen, or enter the hex code for a specific colour. You must configure the mail merge field, for the lead’s name to show up. To configure the name field mail merge value, double tap on the existing value, and make changes.
    • Avatar&Name – To add a lead’s avatar to the User Profile, you must add a mail merge value. This will pull the relevant image and display it alongside the lead’s name. To configure the name field mail merge value, double tap on the existing value, and make changes.
    • Avatar – To add a lead’s avatar to the User Profile, you must add a mail merge value. This will pull the relevant image and display it.
  • Show Dropdown – If you want the User Profile actions to be visible under the icon, you must enable this setting by toggling the enable icon slider.
  • Lead (Only for preview) – You can select a lead to preview the user profile icon.

LeadSquared Portals Page

 

5.2 Spacing & Dimensions

  • Padding – Set the padding for the User Profile icon. If you want the padding dimensions to be applicable on all sides of the icon, against All Sides, toggle the enable icon slider.
  • Margin – Set the margin width for the User Profile icon. If you want the margin to be applicable on all sides of the icon, against All Sides, toggle the enable icon slider.
  • Min Height – Set a minimum height for the User Profile icon. If you want the height to be set automatically, against Auto, toggle the enable icon slider.
  • Max Width – Set the maximum width for the User Profile icon. If you want the height to be set automatically, against Auto, toggle the enable icon slider.

PDesigner_5

 

5.3 Border & Radius

  • Border – Set the size, style and colour for the border around the User Profile icon. If you want the border to be applicable on all sides of the selected layout, against All Sides, toggle the enable icon slider.
  • Border Radius – Set the radius for the border around the User Profile icon. If you want the border radius to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.

PDesigner_6

 

5.4 Background

You can either choose to leave the background of the User Profile icon blank, or set an image or a background colour.

  • To set the background colour, from the dropdown, select Color. Then, choose a colour from the gradient screen, or enter the hex code for a specific colour.
  • To add an image, from the dropdown, select Image. Then, click on Choose Image to choose an image from your Image Library.
  • To leave the background blank, from the dropdown, select None.

Portal Designer_E_1.1

 

5.5 Shadows

Set a shadow for the icon.

PDesigner_8

 

5.6 Advanced

  • Opacity – Set the opacity for the User Profile icon.
  • Hide on Mobile – To hide the User Profile icon on a mobile device, toggle the enable icon slider.

LeadSquared Portals Page

 

6. Applications

You can add ready to use application blocks to your portal. To know more, see How to Show Activity Status in Portal Dashboard.

LeadSquared Portals Application

Each application can be added as a content block that shows some basic information related to the application (name, type, created on date, etc.) the status (pending, completed, etc.), and available actions (view, continue, etc.). Once an application block is added you must integrate an activity or opportunity. The associated activity/opportunity form will be launched, and the user can fill in the relevant details.

  1. Hover your cursor on a particular section, then click the LeadSquared Portals PageAdd Block button.
  2. From the Add Block pop-up, click Application, and then select a relevant layout for your page.
  3. Select either an activity or an opportunity that you’re looking to integrate. Fields corresponding to the selected activity or opportunity will become for mail merge within the application items.
  4. After you’ve selected the item to integrate, select the activity or opportunity type.
  5. Then, configure the Display Rules and Application Properties.

LeadSquared Portals

 

6.1 Display Rules

Display rules allow you to configure which application boxes you want to display to your users, based on field values or combination of field values. In this example, we’re configuring two application boxes, one to be displayed when the application status is ‘Inactive’, and the other one to be displayed when the status is ‘Active’.

  1. Configure the application item.
    1. Set the mail merge values you want to display within the application item. For example, status, created on date, etc. To add mail merge values, you’ll have to begin with ‘@’.
    2. Next, set the action buttons you want to display. For example, on a pending application, the button can display ‘Finish Application’ or ‘Continue Application’, and direct the user to the application form.
  2. Once the application items are configured, set the Display Rules.
    1. Stay on the Application Item box, and from from the right panel, under General, click Display Rules.
    2. On the Dashboard Item Display Rules pop-up, select the field and the values based on which you want the application items to be displayed. You can add a combination of fields and values, based on which the items can be displayed. You can choose to apply All the rules or Any of the rules.
  3. Once you’ve set the display rules, you must then configure the application properties.
Note: You can configure the look and feel of each individual Application Item. This includes the font, colour, behaviour, etc., of the overall application, and the mail merge values as well as the action buttons.

LeadSquared Portals

 

6.2 Application Properties

  • General
    • Integrate – From this dropdown, you can integrate the application with an activity or an opportunity.
    • Activity/Opportunity Name – From the dropdown, select the relevant activity/opportunity name.
    • Accent Color – Select the colour of the call-to-action button and tabs from the gradient screen, or enter the hex code for a specific colour.
    • Lead (Only for preview) – You can preview the application for a specific lead. To do so, select the lead’s name from the dropdown.
  • Advanced
    • Opacity – This allows you to configure how opaque/transparent the card will be.
    • Hide on Mobile – This allows you to hide the block on mobile devices.

LeadSquared Portals

The other application properties (such as Spacing & Dimensions, Border & Radius, Background, etc.) are the same as elsewhere within the portal designer. To know how to configure them, please refer to LeadSquared Portals Designer.

 

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!

How to Create a Form

/24 Comments/in /by

1. Feature Overview

The Forms (also called Dynamic Forms) and Process Designer features help your users create intelligent forms to capture lead and opportunity data that are relevant to their departments, products, or processes.
You can customize forms to behave in ways specific to your use cases, and prompt users to collect the right information based on a lead’s previous inputs.

  • If you’re new to the forms and processes feature, see Forms and Processes – Feature Guide.
  • Once you’ve created a form, the Process Designer helps you choose where, and to which users you want the form to appear. You can also use it to combine multiple forms into processes, see How to Create a Process.
Note: Account-level fields cannot be added to dynamic forms, and dynamic forms cannot be deployed in the Account module.

 

2. Prerequisites

  • You must be an administrator user to create and edit forms.
  • To access opportunities, you must have the opportunities feature enabled on your account. To enable it, please write to support@leadsquared.com.

 

3. Manage Forms

To access the Manage Forms page, navigate to Workflow>Manage Forms.

All forms you create will appear on the grid. You can search for a form, filter by tags, and even filter on the basis of status, type, modified by and modified on dates. The settingsSettings iconicon under the Actions column allows you to edit, delete, add tag, clone, rename or publish a form and test a published form.

Manage Forms

Click the Create Form button to create a new form.

new form

Select the form purpose –

  • For Inside Sales/Portal – Select this option if you’re creating a general-purpose form and a form for LeadSquared Portals.
  • For Landing Pages – Select this option only if you’re creating a form for Landing Pages Pro.
Note: You can refer to this article to configure both types of Forms, but this article mainly discusses the configuration for Inside Sales/Portal.

choose form purpose

3.1 Form Settings

On the Create Form pop-up –

  1. First, give your form a name.
  2. Then choose whether you want the form to contain lead fields, opportunity fields, activity fields, and/or task fields. If you choose to include opportunity, activity and/or task fields, you must select an opportunity, activity and/or task type.
  3. Click Next.

Alternatively, you could click the Create with default options link at the bottom to create a form with only lead fields.

Note:

  • If you choose to add opportunity/task/activity types to your forms, you must add at least one field from the opportunity/task/activity to your form.
  • You can also use Custom Fields Sets to provide document upload functionality to your forms.
  • Check user availability and schedule tasks on the go, see How to Add Tasks to a Form.

Forms_1

Now choose the type of form you want to create –

  • Primary Form – This is the main form that will appear on the Manage Forms grid. You can use the Process Designer to combine primary forms into processes.
  • Sub Form – A sub-form can be integrated into a primary form. It will show up on the Manage Forms grid.

Click Next, when you’re done.

Forms_2

Now choose how you want your form to flow. Choose between –

  • Single Step Form – All tabs will be visible upfront. You can switch between tabs, and save & exit while on any tab.
  • Multi Step Form – Users will only see one tab at a time. You can only save and exit the form at the last step.
  • Form Save Option – You can choose to save the form only after the final step, or save it after each step.

Then click Create.

Forms_3

3.2 Rename Your Form and Change the Settings

The form editor lets you design your form, configure properties, create rules, save and finally publish to live.
To change the form name, click the editpencil iconicon alongside the form name at the top of the form editor.

edit the form name

You can change some of the form properties you selected in the previous steps in the form settings menu. Click the wheelSettings iconicon to open the settings menu.

Form properties

Add/remove lead, opportunity, activity and task fields, change the activity or task type, determine if the activity and task are associtated with a lead or an opportunity, adjust the placement of the labels and add tags that you can later filter your forms by.

Forms_4

Click the Additional Settings tab for more options.

Form Edit_1

Set the form as single-step or multistep.

  • Save form at each step – When enabled, for multi-step forms, the form is automatically saved at the end of each step.
  • Enable Tab Progress Bars – Displays a visual progress bar across tabs in multi-step forms, indicating completion progress within the bar as you fill the fields within a single tab.
  • Use as Multi-Step Form – When enabled, you can use the form as a multi-step form.
  • Save Previous Tab Data – When enabled, the data stored in the current, as well as previous form tab, is automatically saved when a lead moves on to the next tab. This ensures that dependent fields (set up using form rules) in previous tabs of the form are saved, when values in the current tab are updated.
  • Call Pre-Submission Event in Each Tab – Runs pre-submission events after each tab submission instead of only once at final form submission. Useful for validating data or triggering actions step-by-step.
  • Tabs Placement – Choose whether you want to display the tabs on the top of your form or on the left side. If you choose to place them on the left side, they will still render at the top on mobile devices.
  • Save hidden fields – When you set the value of a particular field and do not want leads to change it (for example, College Course = Bachelors of Technology), you can hide the field in your form. However, this value (e.g., Bachelors of Technology) will not get saved by default for the lead. Enabling the ‘Save hidden fields’ option will ensure that the field value is saved for every form submission.
  • Allow Creation of Duplicate Leads in this Form – When enabled, the form bypasses duplicate validation and updates existing leads with matching unique identifiers. This is commonly used in portal forms and works only if the following portal form settings are configured:
    • Search Key for Portal (Refer below for Portal Form settings)
    • Avoid Creation of Duplicate Leads (Refer below for Portal Form settings)
      • Also, dedup rule must not be configured/should be disabled on the respective Opportunity Type.
  • Overwrite lead fields based on unique fields – When you enable this option and enter a phone number/email Id (or whichever field is marked unique in your account) of an existing lead, you will be prompted to auto-populate the lead’s details.
  • Apply set value rule actions on read-only fields – It allows you to use the set value rule actions on read-only fields.
  • Apply set value rule actions on form load – When a previously filled form is opened in ‘Edit’ mode, this setting allows you to refresh data for fields where you have configured the Set Value action. For eg, you may want to fetch the latest credit score of a lead, through API, every time the form is opened.
  • Format mailmerge data – This setting is applicable when the Form needs to call a LeadSquared Lapp or an API and pass DateTime field values and Boolean field values. When the setting is enabled, irrespective of the Date Format setting in the User Profile (dd/mm/yy, mm/dd/yy, or dd/mm/yyyy), the Form will convert the date value from the setting format to a standard format which is, dd/mm/yyyy hh:mm:ss and send it to the API or Lapp. Similarly, it converts the boolean field value as either true or false.
  • Server Validation – When enabled, field validation happens at the server-side as well.
  • Close Form immediately after saving – Improves the performance of a form, and closes the form faster after it is saved.
  • Allow readonly fields updation if empty – Allows existing rules to update readonly fields only if they are empty.
  • Post only modified fields – Improves the performance of large forms, where only modified fields are posted in Edit mode.
  • Enable Async Processing – Ensures that payment activities are posted to LeadSquared even if the end user is experiencing internet issues. For details, see Asnyc Payment Processing.
  • Remove Close Button – Removes the close or exit button from the form interface to prevent users from exiting before completing the form.
  • Ungroup CFS fields – Ungroups Custom field sets associated with leads/opportunities/activities in the form and allows you to re-arrange the CFS fields throughout the form. This setting cannot be undone once enabled.
  • Quick Validation – Form fields are immediately validated (when the user switches focus to the next field). This can be used to validate critical form fields on the go (like PAN, Social Security, etc.).
  • Error Message Duration – Sets the duration (in seconds) for which error messages remain visible on the form before disappearing.
  • Allow Form Submission when Duplicate Opportunity is Detected – This will allow the Form to be submitted when a duplicate opportunity is detected while simultaneously updating the existing opportunity. For details, see Update Existing Opportunity through Forms when Duplicate Opportunity is Detected. 

Click Portal Settings to use your form as a registration form for your portals. To know more, please refer to Portal Registration Forms.

LeadSquared Forms

  • Portal Registration Form – To use this form as a registration form on your LeadSquared Portal, enable this enable icon slider.
  • Search Key for Portal – Select a unique field (e.g., Email Id, Phone Number, etc.) to mark as the search key. You can also use custom fields that are unique. To know more, please refer to How to Make a Custom Field Unique.
  • Avoid Creation of Duplicate Leads – To prevent duplicate leads from being created through your registration form, enable this enable icon slider.
  • Enable Portal Publisher Tracking – Third-party lead providers (e.g., CollegeDunia, Sulekha, etc.) can track the status of the leads they’ve shared with you when this setting is enabled. This setting is a prerequisite to set up the Publisher Connector.

3.3 Design Your Form

This section details how to create and configure the tabs, sections, and fields in your form.

Adjust Form Properties

  1. Click the top section of your form.
  2. You can adjust the form properties on the right pane. These include the form title, form logo, description help text and even a help URL you can direct users to.

Forms_8

Change the Tab Name
Click on a tab to change the display name using the tab properties panel on the right side of the page.

Change tab properties

Click the Add button highlighted below to add a new tab to the form.

adding tabs to form

Adjust Section Properties and Add/Remove Sections
Click a section to edit the section properties using the pane on the right of your screen. You can edit the section’s display name, add help text and a help URL. You can also choose to hide the section if necessary. You can also add/remove and re-order sections using the buttons that appear.

Forms_9

Add Fields to a Section
Lead, activity and special fields show up on the left pane. You can add fields to a section by simply dragging the field from the left pane and dropping it into a section. Alternatively, you can use the add button alongside each field. You can search for a particular field or simply scroll down to locate it.
Once you’ve added fields to a section, drag and drop them to re-order, expand or collapse. Click the cancel icon to remove a field from a section.

How to add fields to a form

Special Fields
Using special fields you can add –

  • Labels – Labels can be used for placeholder values or text.
  • Horizontal Line – You can place a divider on your Form through a Horizontal Line.
  • Sub-Forms – You can build a Sub-Form to integrate into your primary Form.
  • Iframes – An Iframe can be used to load an HTML page within your Form.
  • Payment – The Payment field can be used to add a Payment Gateway to collect payments on your Form. For more details, see How to Add a Payment Gateway to a Form.
  • Preview – This field can be used to preview the information being entered before Form submission, and to download a PDF version of the Form. For more details, see Preview and Download Forms.
  • Password & Captcha – Password and Captcha fields are used while creating Portal Registration Forms.
  • Grid – The Grid field is only applicable while viewing the Form on a Mobile. Grids contain Tiles, that can be used to insert external links to websites, apps, and Sub-Forms.
  • Button – Add button fields to your Form.

Drag and drop a special field into a section, then click on the field to configure its properties on the right pane.
In the example below, we’ve added an Iframe to render some URL on the form. Type @ in the Iframe URL field to mail merge lead and activity fields. For example, you can mail merge Lead Id and Activity Id fields to push data to a lead or activity.

iframe in forms

Adjust Field Properties
When you click on a field you’ve added to a section, the field properties will become editable on the right pane. There are 3 sets of properties you can edit – label, control and validation properties.

Label properties allow you to change the field’s display name, add help text, add a default value, a place holder value, make the form read-only if required, and hide/show the field label.

Note: If a field is set to read-only, validations like Required/Mandatory will not apply. Users can still save the form without filling in these fields.

Forms_10

Validation Properties
Click Validation Properties for field validation configurations like minimum and maximum length, regex, setting the field as required or mandatory and custom error messages.

field level validations in forms

OTP Validation

Phone and Email fields have an OTP validation option. When users are filling the form, they’ll have to enter an OTP to verify that the email or phone provided is valid –

  • This can be done with the default LeadSquared service provider option by enabling the OTP validation option.
  • Or it can be done through your own SMS service provider or domain, using Lapps. In which case you must also enable the Send OTP via Lapp option and then choose a Lapp.

otp validation in forms

Date fields allow you to set different validations such as minimum/maximum dates and also dynamic date ranges (e.g, After next 7 days, etc.)

date validation properties

Preview the Form
It’s always good practice to keep previewing your form as you build it. The preview option is available on the right side of the top menu of the page.

form preview

preview form

Note: If there are misalignments among the fields in your form, you can enable full-screen mode for your forms by sending an email to support@leadsquared.com, or getting in touch with your account manager.

full screen form update

 

4. Create a Sub-Form

You can create a sub-form from the form creation wizard.

Forms_11

Or directly from the form editor.

  1. On the left pane, click Special Fields.
  2. Next, drag the Sub-Form special field into the appropriate section in your form.

new sub form

On the right pane, select an existing form from the drop-down or click Create New.

configure sub form

A sub-form editor will open in a new tab in your browser. Create the sub-form the same way you created your primary form. Click Publish when you’re done.

Add more of the same activity
You can add multiple instances of the same activity type, each time with different fields. For example,

  • Let’s say you have an activity type called ‘Job Experience’ with the fields ‘Duration’, ‘Organization’ and ‘Job Title’.
  • You want this activity multiple times, each time with different fields to represent different phases of a candidate’s job experience.
    • For example, each time the job experience ‘Duration’ field will vary (2010-2015, 2015-2017, 2017-2019), etc.
    • Accordingly, the ‘Organization’ and ‘Job Title’ fields will also change.

To achieve this –

Create a sub-form with the required activity type (e.g. job experience, education experience, etc.), then click the settings Settings icon icon.

sub form example

Click Additional Settings, then click the slider enable icon icon alongside the Enable Add More setting.

enable add more activities

You can then add multiple instances of the same activity through the form. These activities will be posted against the associated lead and can be viewed on the lead details page.

add more activities to sub form

 

5. Create Form Rules

Rules let you configure the behaviour of your form. You can show/hide and set values for fields based on certain conditions. You can also show/hide tabs, sections and sub-forms.

Here are some common use cases you can tackle using rules –

Use Case Solution
Capture Multiple Addresses
  1. Create a field ‘Is your permanent address the same as your mailing address?’
  2. Create a ‘Permanent Address’ sub-form with fields Address 1, Address 2, City, State, Zip, Country
  3. Create a rule where if the field ‘Is your permanent address the same as your mailing address’ is false then show ‘Permanent Address’ sub-form to capture the lead’s permanent address.
Capture Co-Applicant information
  1. Create a tab called ‘Co-Applicant Information’ with fields to capture the co-applicant’s personal details, KYC details etc.
  2. Create a field called ‘Do you have a co-applicant’
  3. Create a rule where if the field ‘Do you have a co-applicant’ is false then hide the ‘Co-Applicant Information’ tab.
Making fields Mandatory
  1. Set up a field called ‘Identification Type’, with options for say, ‘Passport’ and ‘Pan Card’
  2. If ‘Passport’ is selected, make a ‘Passport Number’ field mandatory
  3. If ‘Pan Card’ is selected, make a ‘Pan Card Number’ field mandatory

Note: You can also set conditions on multiple fields. For example, if ‘Gender’ is ‘Male’ and ‘Age Group’ is ‘Adult’ then show a ‘Men’s Clothing Preferences’ sub-form to capture clothing preferences.

To create a rule click the Rules tab on the top menu. Then click Add Rule.

Rule create

You can set multiple conditions and multiple action per rule by clicking the addadd plusicon. You can add multiple rules as well by clicking the Add Rule button. Be sure to select if you want the action to proceed if all rules are met or if any 1 rule is met.

rule all or any

Use the fields provided to set up your conditions and actions.

  • Conditions can either be set up on form load or fields. For fields, conditions will vary based on the data type of the field you’re setting conditions on. For example –
    • Number fields will give you options like ‘Greater than equal to’, ‘Is Between’ etc.
    • Drop-down fields will let you choose between pre-defined options.
    • Text fields will give you options such as ‘Contains’, ‘Does Not Contain’ etc.
    • You can also select form – on load condition for use cases such as configuring drop-down fields before the page is loaded.
  • Actions will trigger when your condition(s) are met. You can trigger actions like –
    • Show
    • Hide
    • Set Value*
    • Make Read Only
    • Make Mandatory

*If you’re using the action Set Value, you can set the value of a field –

  • Through API data
  • Mail Merge lead/activity fields
  • Data from Lapps
  • Perform calculations on numeric fields
Note: For the ‘Set Value’ action to trigger fields you’ve marked as ‘Read-Only’, you must enable the ‘Apply set value rule actions on read-only fields’ Additional Setting (under the settings icon on the top navbar of your form). If not enabled, the value you’ve set will not auto populate when the end-user fills the form.

rules calculate

Note: You can set values for multiple fields through API and Lapps –

rules lapp

You can also search for Rules by entering the Rule name or Field name (format ex: @Phone Number) into the search box and access the Rule quickly.

Rulesets search feature

 

6. Save and Publish

Your form auto-saves as you create it but you can also click Save manually. When you’re satisfied with the design and rules of your form, click Publish.

save and publish form

On publishing a form, you can either go back to list of forms on the Manage Forms page or directly to creating a process through the Process Designer.

publish a form

Note: You can also integrate a form into your custom portal. To learn more, see LeadSquared Portal Designer.

 

7. Process Designer

Once you’ve published your forms, the process designer will help you integrate them into your workflows, chain them together to create processes, show them to specific users and do lots more. See How to Create a Process.

 

8. FAQs

Can I test a Sub-form directly?
Sub-forms do not have a standalone test option. To test a sub-form, assign it to a primary form and test it through that primary form.

Why can’t I mark a field as mandatory in form rules?

  • Issue: Unable to Mark a Field as Mandatory via Form Rules
  • Explanation: If the field is not visible in the dropdown for the “Make Mandatory” action, it is likely a Unique Field.
  • Solution: Unique Fields cannot be selected for Rule Actions. You must make the field mandatory  – add it to the form, select the field and then under Validation Properties enable Required.

 

9. Troubleshooting

“Invalid OTP for Phone, Please Re-Verify” Error During Form Submission

  • Issue: After entering and verifying the phone number with an OTP, an error appears during form submission: “Invalid OTP for Phone, Please Re-Verify.”
  • Explanation: This error occurs when the OTP for the phone number is verified, but the form submission is delayed for more than 15 minutes. The OTP validation process happens twice: When the phone number is entered and verified with the OTP and when the form is submitted. Since the OTP is only valid for 15 minutes, if the form is not submitted within that time, it will prompt the error.
  • Solution: To avoid this issue, ensure the form is submitted within 15 minutes of verifying the phone number with the OTP.
“You are not authorised to update this record” Error During Form Submission
  • Issue: Users who don’t have direct access to a lead receive the error “You are not authorized to update this record” when attempting to update lead records via a dynamic form on mobile.
  • Root Cause: This occurs because users lack the necessary permissions to update or create records for leads they cannot directly access.
  • Solution: Enable the “Allow Users without lead access to create opportunities” advanced configuration setting to allow users to update or create records for leads they do not have direct access to.

LeadSquared Dynamic Forms

Form Rules Are Not Working for Read-Only Fields. The ‘On Form Load’ Rules Are Not Working.

  • Explanation: This happens because specific settings required to enable these functionalities are not active in the form configuration.
  • Solution: To resolve this, ensure the following settings are enabled from Form Settings>Additional Settings.
    1. Apply set value rule actions on read-only fields: Ensures that values for read-only fields are set based on the defined rules.
    2. Apply set value rule actions on form on load: Ensures that rules configured to run when the form loads are executed correctly.
  • Key Issues Addressed:
    • Read-only field rules not working on LeadSquared mobile app.
    • “On Form Load” rules failing in LeadSquared forms.
    • Troubleshooting form rules for mobile apps in LeadSquared.
    • LeadSquared mobile app form rules issue.
    • Enable rules for read-only fields in LeadSquared forms.

These steps should resolve the issue and ensure form rules work seamlessly on the mobile app.

“Form Submission Not Allowed” Error

  • Issue: When submitting a form, the error “Form submission not allowed” appears.
  • Cause: This happens when the “Save process progress” setting in the Process Designer settings and the “Restrict unwanted multiple submissions” options are enabled in the From Designer settings. These settings prevent multiple submissions of the form for the same lead. If the form is reopened and submitted again for the same lead, the error is triggered.
  • Solution: Check if these options are enabled in the Process Designer. If multiple submissions are required, disable the “Restrict unwanted multiple submissions” option.

“Associated Opportunity must be present in the Form” Error in Form Creation

  • Issue: When publishing a form, the error “Associated Opportunity must be present in the Form” appears, even if:
    • No opportunity-related field is explicitly added.
    • An activity field is used, but no opportunity fields are manually selected.
  • Cause: This occurs when the form contains a Sub-form where an Activity is selected and associated with an Opportunity. Unlike the primary form, the sub-form does not auto-populate the Opportunity field. If the Opportunity field is not manually added in either the Sub-form or the Primary form, the error is triggered.
  • Solution: To fix this, add the Opportunity field in either the Sub-form or the Primary form. This ensures the system correctly maps the associated opportunity and allows the form to be published.

“Assigned section is missing” error while Creating a Form

  • Issue: When attempting to publish a form, the following error appears: “Assigned section (section 1) is missing.” (The section number may vary).
  • Cause: This happens when a section was used in form rules but was later removed from the form. Even though the section no longer exists, its reference remains in the form rules, causing the error during publishing.
  • Solution: Remove the missing section from the form rules. Once the reference is removed, the form can be published successfully.

Read-Only Fields Not Updating in Forms

  • Issue: Read-only fields in a form are not updating when a set-value rule is applied.
  • Cause: By default, set-value rules do not update fields that are marked as read-only.
  • Solution: Enable Apply set value rule actions on read-only fields in the Additional Settings of the form. Note that this issue is about updating a read-only field using a set-value rule.

Rule Trigger Field is Read-Only in Forms

  • Issue: A form rule is not executed when its trigger field is set to read-only.
  • Cause: If the trigger field is read-only, the rule will not execute. This is the expected product behaviour.
  • Solution: To ensure the rule executes, the trigger field must be editable. Note that this issue is about a rule failing to execute because the trigger field is read-only.

Read-Only Fields Are Editable in the Form

  • Issue: Even if a field is set as read-only from the properties panel, it remains editable in the form’s create mode.
  • Solution: The Properties Panel setting makes the field read-only only in edit mode (not in create mode). A Form Rule can be used to make the field read-only in both create and edit modes.

 

Any Questions?

If you have any questions related to forms that weren’t answered here, please leave comments below. We’ll be happy to help!

Manage Leads

/0 Comments/in , /by

1. Feature Overview

Access all the leads in your system through the Manage Leads page. Add, edit and perform various actions on your leads (like sending emails, cloning leads, adding an activity, etc.). On this page, you can filter your leads by advanced search or quick search. You can access your leads’ details by clicking on their name. To know more, refer to Lead Details Page.

Note: To view leads, activities, and tasks side by side on different tabs, check out the new Smart Views feature. On this page, you can also customise your filters, auto refresh leads that have been filtered, etc. To know more, see Smart Views.

 

2. Prerequisite

You must have a LeadSquared account.

 

3. Manage Leads

Navigate to Leads>Manage Leads.

  • To add a new lead, click Add New Lead.
  • To import new leads, click Import Leads.
  • To import and add tags to your leads, click Import Lead Tags.
  • Filter your leads based on specific criteria by creating and adding Quick Filters to your leads.
    • To create a filter, click next to Quick Filters.
    • To add an existing filter, click on it.
    • To edit a filter, click Edit.
    • To delete a filter, click delete.
  • To view the row actions, alongside the name of the lead, click LeadSquared.
  • To view the grid actions, click  .
  • To reset all filters, click on the Grid actions and select Reset All Filters.
  • To customise the column fields on the Manage Leads grid, click select column icon.

You can also create your own form and publish it on the Manage Leads page using the process designer. The Loan Application form in the GIF below is an example of such a form.

Note:

  • You can prevent your sales users from copying and printing sensitive lead information (like Name, Email, Phone number, etc.) from the Lead Details page and Manage Leads grid. This is to prevent the misuse and leakage of your confidential lead data. To enable this feature, contact your account manager, or write to support@leadsquared.com.
  • To view leads, activities, and tasks side by side on different tabs, check out the new Smart Views feature. On this page, you can also customise your filters, auto refresh leads that have been filtered, etc. To know more, see Smart Views.
  • To know more about importing leads, see How to Import Leads to LeadSquared?
  • To know more about adding Quick Filters, see Create Quick Filter to Find Leads.

LeadSquared - Manage leads

 

4. Lead Search

Search for leads on the Manage leads page by entering the lead’s details in the Search Leads field. To know more about how to use this feature, refer to Quick Search. Filter your leads by selecting the account type, account, lead stage, etc. You can also perform an Advanced Search to find your leads. To know more, see How to Use Advanced Search?

Leadsquared - Manage Leads Filter

 

5. Advanced Search

Search for leads that simultaneously satisfy multiple conditions. For example, you can use Advanced Search to find leads that are from California, working in the education industry and have submitted a form on a particular landing page. To know more, see How to Use Advanced Search?

Note: If you get an error notification while performing an Advanced Search with wildcard operators (Contains, Does not contain, Starts with, and Ends with), you might have exceeded the rate limit. To know more, refer to Wildcard Search Limitations.

 

6. Column Customisation

Customise your Manage Leads grid based on your needs.

  • When you add a large number of columns on your Manage Leads grid, you can freeze the Actions columns and horizontally scroll through all the other columns on the grid. To do so, alongside Actions, click .
  • Rearrange columns by dragging and dropping the columns to the desired position.
  • To add new columns, below grid actions, click the column customization select column icon icon.

LeadSquared - Manage Leads Page Customisation

 

7. Bulk Actions

Perform actions on multiple leads at the same time. Select the boxes alongside multiple leads (with or without filters applied) and click Action. You can now perform bulk actions on all the selected leads. You can also follow the same method to export leads in your system. To know more about exporting leads, see How to Export Your Leads/Lead Details?

Note:

LeadSquared - Bulk actions

 

8. Edit

Edit your lead’s details on a pop-up window that appears on the same page. You can also add documents and additional details here. The changes made on this window will be reflected throughout the system. This feature is a row action.

LeadSquared - Manage Leads Edit

 

9. Edit +

Edit lead information on the Lead Details page. The changes made on this window will be reflected throughout the system. This feature is a row action.

Leadsquared - Manage Leads Edit Plus

 

10. New Sales Activity

Add new sales activity on leads directly from the Manage Leads page. The information entered here will be updated on the lead’s Lead Details page. This feature is a row action.

LeadSquared - Manage Leads - Add Sales Activity

 

11. Add Task

Create and schedule tasks to your leads directly from the Manage Leads page. The information entered here will be updated on the lead’s Lead Details page. You can also set a reminder to notify the user about the task at a specific time before it has to be performed. This feature is available as a row action. To know more about tasks, see Task Management: Everything You Need to Know

LeadSquared - Manage Leads Add Task

 

12. Add Activity

Add activities to your leads directly from the Manage Leads page. The information entered here will be updated on the lead’s Lead Details page. You can also add tasks on the Add Notable Activity pop-up window. This feature is available as a row and grid action. To know more about activities, see Activity Management – Feature Guide.

LeadSquared - Manage Leads Add Activity

 

13. Send Email

Send one-to-one emails to your leads and cc other users and non-leads through the Manage Leads page. Once you send an email to a lead, the activity gets updated on the Activity History field on the Lead Details page. To know more about sending one-to-one emails, see Send Quick One-To-One Emails to Leads. This feature is available as a row and grid action.

Note: Only Administrators and Marketing users can send emails.
LeadSquared - Manage Leads Send Email

 

14. Messaging

Nurture your leads by sending them messages through the connectors installed in your account (For example, Whatsapp). Once you send an email to a lead, the activity gets updated on the Activity History field on the Lead Details page.

Note:

LeadSquared - Manage Leads Messaging

 

15. Make a Call

Make outgoing calls to your leads directly from the Manage Leads page. Once you make a phone call to a lead, the activity gets updated on the Activity History field on the Lead Details page. To know more, see Universal Telephony Connector.

 

16. Change Owner

Change the lead ownership to a different user directly from the Manage Leads page. The changes made here will be reflected throughout the system. This feature is available as a row and grid action.

LeadSquared - Manage Leads Change Owner

 

17. Change Stage

Change the lead stage directly from the Manage Leads page. For example, if you completed a sales activity, you can change the lead’s status from prospect to customer on this page. This feature is available as a row and grid action.

LeadSquared - Manage Leads Change Stage

 

18. Add Tag

Add tags to your leads directly from the Manage Leads page. The tags added to the leads will be reflected throughout the system. This feature is available as a row action. To know more about lead tags, see Tag Your Leads.

LeadSquared - Manage Lead Add Tags

 

19. Add to List

Add leads to any list you’ve created in your account directly from the Manage Leads page. You can also create a new list with the leads you’ve selected. You will be able to view the list on the Manage Lists page. This feature is available as a row and grid action.

LeadSquared - Manage Leads Add to List

 

20. Delete

Delete unpromising leads from your LeadSquared account directly from the Manage Leads page. To view deleted leads, access the Deleted Leads List report in the Reports section of your account. This feature is available as a row and grid action. To know more, see How to Delete Leads?

Note: 

  • To delete leads, you must be an Administrator user of your LeadSquared account.
  • If you’re any other User, Delete Leads Permission must be enabled by the Admin. For more information, see Permission Templates.

LeadSquared - Manage Leads Delete

 

21. Clone

Clone specific lead fields directly from the Manage Leads page. This is useful when you have multiple leads that share common lead details (such as city, organization, etc.). This feature is available as a row action. To know more, see Clone a Lead.

LeadSquared - Manage Leads Clone

 

22. Share via Email

Share lead information with other users in your account through emails. You can also add relevant details in the Notes field to give the other user context to the email. This feature is available as a row action. To know more, refer to How to Share a Lead via Email.

LeadSquared - Manage Leads Share Via Email

 

23. Export Leads

Export all or selected leads from the Manage Leads page. The exported leads are sent to your registered email address in CSV format. This feature is available as a grid action. To know more, refer to How to Export Your Leads/Lead Details?

LeadSquared - Manage Leads Export Leads

 

24. Bulk Update

You can update the lead fields of multiple leads at once via bulk update. For example, to assign ten leads to a newly joined sales user, you can bulk update the lead owner field with the new value (i.e., the sales user’s name). This feature is available as a grid action. To know more, see How to Bulk Update Lead Fields?

LeadSquared - Manage Leads Bulk Update

 

25. Merge Leads

Merge duplicate leads in your account into a single lead. You can choose the details you want to retain or overwrite. This feature is available as a grid action. To know more, see Merge Leads.

LeadSquared - Manage Leads Merge

 

Any Questions?

We’d love to answer your questions or hear your own unique use cases. Feel free to share your experiences in the comments section below.

Why is my iFrame not loading on an external page?

/0 Comments/in , /by

If your iFrame isn’t loading on an external page, check the “Disable access of LSQ App in iFrame” advanced setting in LeadSquared. Navigate to Settings>Profile>Advanced Configuration and search for iFrame. Ensure the setting is disabled, as it prevents iFrames from displaying on external pages.

If the setting is disabled you might get an error similar to this – Error: “Refused to display ‘https://in21.leadsquared.com/’ in a frame because it set ‘X-Frame Options’ to ‘sameorigin’.

LeadSquared Advanced Configurations for iFrames

Create Lead Capture Landing Pages in Portals

/0 Comments/in , , /by

1. Feature Overview

You can create landing pages to capture leads and lead inquiries using the LeadSquared Portals feature.

Note: You can also create landing pages using the older Landing Pages feature. However, we suggest using portals to leverage newer, more advanced functionality.

 

2. Prerequisites

  • You must be an admin user.
  • You must have the Forms feature enabled on your account.
  • You must have the Portals feature enabled on your account, please write to support@leadsquared.com.

 

3. Create a Lead Capture Form with De-Duplication Enabled

Create a dynamic form and specify a search key (unique field like email, phone number, etc.). The search key is used to check if a lead with that particular field value (email, phone, etc.) already exists in your account, and identify duplicates. Next, specify how you want to handle duplicate leads (update all fields, don’t update any fields, etc.) –

  1. Navigate to Workflow>Manage Forms and click Create Form.
  2. Click Settings and select Portal Settings.
  3. Enable Avoid creation of duplicate leads.
  4. Next to Form behaviour when lead duplicate detected, click the dropdown and select a de-duplication strategy.*
  5. Enter other relevant details and create the form.
  6. Click Publish.
*De-duplication strategy How it works
Update All Fields Updates all the fields of the duplicate lead
Don’t Update Any Fields Accepts the form submission without errors and doesn’t update any fields
Update Only Empty Fields Only updates the fields of the duplicate lead that are empty or not present.
Note: To know more about creating forms, see How to Create a Form.

LeadSquared - How to avoid duplication of leads in Forms

 

4. Add Form to the Portal

  1. Navigate to Workflow>Manage Portals and click Create Portal.
  2. Enter the name and description of your Portal.
  3. Click Select Template and choose a single page or landing page template from the available options.
  4. Click Proceed to Builder.
  5. Under General Settings, click the LSQ Form dropdown and select the form you created.
  6. Customise the portal based on your requirement and click Publish to Test.
Note: To know more about portals, see LeadSquared Portal Designer.

LeadSquared - Add Form to the Portal

 

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!

LeadSquared WhatsApp Integration with Bidvest Data

/0 Comments/in , /by

1. Feature Overview

The Bidvest Data WhatsApp self-serve solution enables simple, secure, and reliable customer engagement. Bidvest supports customer service and marketing initiatives through WhatsApp. If you’re using Bidvest APIs, this guide will help you integrate them with LeadSquared, allowing you to leverage WhatsApp messaging functionality directly within the platform.

We also support WhatsApp integrations through other service providers like Infobip, Zoko, Kaleyra, Wati, and Gupshup.

 

2. Prerequisites

If you’re not familiar with LeadSquared’s WhatsApp integration, see WhatsApp Business Messaging Connector. For frequently asked questions, see WhatsApp Business FAQs.

  1. Get an approved WhatsApp Business Number and Account.
  2. An active Bidvest account.
  3. To enable the Bidvest integration on your account, contact your account manager, or write to support@leadsquared.com.

 

3. Installation

For installation, refer to the WhatsApp Business Messaging Connector.

 

4. Configuration

Once the connector is installed, add and configure your WhatsApp phone numbers to the connector.

4.1 Basic Details

WhatsApp Zoko LeadSquared Integration

Field Description
WhatsApp Business Number Select the country code and enter your WhatsApp business number. This field is required. To obtain your WhatsApp business number, reach out to your Meta account representative or support team.
Account Name Provide a relevant name for your connector. This field is mandatory.
Allow Lead Generation on incoming message EnableSlider to allow automatic lead creation when you receive messages from unknown mobile numbers.
Lead Source From the dropdown, select a lead source for your leads.

Once you’re done, click Next.

 

4.2 Service Provider

From the available options, select WhatsApp Cloud, and click Next.

LeadSquared Bidvest WhatsApp Integration

4.3 Authentication Set-up

On this screen, pass the following details –

  • API Key – Enter your Bidvest account’s API key. Please contact your Bidvest account manager to obtain this.
  • Authentication Header Template – Pass the following value – {{Token}}. Ensure this is passed exactly as is, as any changes will result in failure.
  • Get Media URL – Pass the following value – https://graph.facebook.com/{{mediaId}}. Please pass this as is. Any changes made here will result in failure.
  • WhatsApp Business Account ID – You’re not required to pass anything here. Please leave this blank.
  • Product ID – Please contact your Bidvest account manager to obtain this.

Once you’re done entering all the details on the LeadSquared WhatsApp configuration pop-up, click Next.

LeadSquared Service CRM

 

4.4 Converse Settings

LeadSquared Converse is an instant messaging feature that allows you to have real-time conversations with your leads via WhatsApp.

LeadSquared WhatsApp Integration

To integrate LeadSquared Converse with WhatsApp, complete the following steps –

  1. On the Converse Settings tab, toggle the Enable Converse Slider slider.
  2. Under User Access, grant permissions to users who can communicate with leads through the LeadSquared Converse.
    • Based on Role – From the Search and Select Users dropdown, select the LeadSquared user roles that can send messages through LeadSquared Converse.
    • Advanced (User Level) – Based on the value entered in the selected user boolean field (e.g., for the user Sam, the “Is Employee” user field contains the value “Yes”), the user will be able to send messages through LeadSquared Converse. From the Select User Field dropdown, select a relevant boolean field.
  3. Functionality – The following additional settings must be configured –
    • Approved Templates – Enable this functionality to allow your users to send approved WhatsApp templates to your leads.
    • Unapproved Templates – Enable this functionality to allow your users to send unapproved WhatsApp templates to your leads. These can only be sent if the 24-hours service window is active.
    • Notify Lead Owner* – When enabled, only lead owners will get notifications of the WhatsApp messages a lead sends. When disabled, all logged-in users will receive notifications of these WhatsApp messages.
    • Sending Rich Media – Enable this functionality to allow your users to send media files in the WhatsApp messages.

Note:

  • *Message notifications are only sent to one user, i.e., either the Lead Owner or to the user (other than the Lead Owner) that sent the WhatsApp message to the lead. When the Notify Lead Owner setting is enabled, only the Lead Owner will get notified, while the user who sent the message will not get a notification.
  • If you enable the Send Rich Media option, you must also enable the Approved Templates option. This ensures that you can add your media files to a template when messaging your leads.

LeadSquared Gupshup Integration

 

4.5 Advanced Settings

On this screen, provide the following details –

  • Activity Mapping – A LeadSquared activity field to capture your WhatsApp messages. This is the activity that will be posted every time a WhatsApp message is sent or received.
  • Default WhatsApp Number Fields – The number you set as the default phone number will be automatically selected when you’re sending a WhatsApp message to a lead. You can also select other numbers that are available from the Add Another Number dropdown.
  • Default Country Code – The default country code will be used to send messages to a phone number that’s stored in a custom field, if no country code is listed.
  • Enable Rich Media Template Support – If you want to include media files in your WhatsApp message, you must enable the Slider slider.
  • Show URL Preview in Custom Messages – Enable the sliderSlider to allow for URL previews in non-templatized WhatsApp messages.
  • Compliance Type – Here, you can select the compliance type for the WhatsApp template, by choosing either WhatsApp Opt-out or Opt-in.
  • WhatsApp Opt-out – Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field. From the dropdown, select a LeadSquared lead field for the WhatsApp opt-in/opt-out functionality.
  • Blacklist Incoming Messages – If required, you can enable this option to blacklist incoming messages from specific numbers. This is useful when you want to block numbers that send inappropriate messages to your users. Once enabled, enter the phone numbers in the text box available on the right side of your screen. You can add phone numbers with 7-12 digits (excluding the country code). This option is available only when the Allow Lead Generation on incoming messages setting is enabled.
Note: You must create a custom lead field of boolean type to map to the WhatsApp opt-out functionality. For example, you may create a custom lead field called “WhatsApp Opt Out”. Leads for whom the field is selected/checked won’t receive WhatsApp messages.

Click Save & Close when you’re done.

  • If your credentials are correct, you’ll see the success message highlighted below.
  • If they were incorrect, the integration will fail.

Interakt LeadSquared Integration

 

5. Webhook Configuration

Please share the webhook generated in LeadSquared with your Bidvest account manager, and they will configure it on your account.

 

6. Conversing with Leads via WhatsApp

Integrating Converse with LeadSquared’s WhatsApp connector will enable your users to have real-time conversations with your leads through WhatsApp. Using templatized messages, you’ll be able to attach and send media files (such as images, documents, etc.) in your conversations. To know more, refer to LeadSquared Converse.

LeadSquared WhatsApp Integration

 

7. Next Steps

Once the connector is successfully installed, you can proceed to add WhatsApp templates and finally message your leads. For details, see Adding WhatsApp Templates to LeadSquared.

 

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!

Data Posted by Webhooks

/0 Comments/in , /by

1. Feature Overview

This article contains the data posted for LeadSquared webhook events.

 

2. Lead Webhook Triggers

2.1 Lead Creation Webhook

{"ProspectID":"e4954e47-ea2c-49e1-b3c3-1fb58e77bd92","ProspectAutoId":"1811","FirstName":"Jack","LastName":"Reynor","EmailAddress":"jackreynor@example.com","Origin":"Lead Add Form","Phone":"+91-9876556789","Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","EngagementScore":"0","ProspectActivityName_Max":null,"ProspectActivityDate_Max":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-09-20 13:35:25","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-20 13:35:25","LeadConversionDate":"2024-09-20 13:35:25","StatusCode":"0","StatusReason":"0","IsLead":"1","mx_Country":null,"LastModifiedOn":"2024-09-20 13:35:25","mx_Do_You_Have_a_Co_Applicant":"Yes","mx_Identification_Documents":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Doctors":"Hippocrates","mx_WhatsApp_Opt_Out":"0","mx_Products":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Docs":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"On Going\"}","mx_Video_KYC":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Degree":"MA Psychology","mx_Documentation":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Options":"Option 1","mx_Course":"BTech","mx_Payment_Status":"Paid","mx_Payment_Mode":"Offline","mx_Course_Family":"Masters","NotableEvent":"Created","NotableEventdate":"2024-09-20 13:35:25","SourceReferrer":"","LastVisitDate":null,"CurrentOptInStatus":"Unknown","QualityScore01":null,"ConversionReferrerURL":null,"IsPrimaryContact":"0","SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":"Aadhaar","mx_Disposition":"Issue Resolved","mx_Identification_Type":"Passport","LeadLastModifiedOn":"2024-09-20 13:35:25","OwnerIdName":"Sri Sudhan","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com","CreatedByName":"Sri Sudhan","ModifiedByName":"Sri Sudhan","Account_CompanyName":"Education 101","Account_ShortName":"t20170817174751","Account_TimeZone":"Asia/Kolkata","Account_Website":"lshelp.staging.wpengine.com","Account_Street1":"123 Street","Account_City":"Bengaluru","Account_State":"Karnataka","Account_Country":"India","Account_Phone":"+91-8556010497","Owner_FirstName":"Sri Sudhan","Owner_EmailAddress":"sri.sudhan@leadsquared.com","Owner_FullName":"Sri Sudhan","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"+91-9000000000","Org_ShortCode":"22824","Account_Address":"Education 101{mxnewline}123 Street,{mxnewline},Bengaluru,Karnataka{mxnewline} {mxnewline}India.","CreatedByEmail":"sri.sudhan@leadsquared.com","ModifiedByEmail":"sri.sudhan@leadsquared.com","CanUpdate":"true"}

2.2 Lead Delete

[{"ProspectID":"0b153d3c-0c4e-40e7-8183-3fd128074196","ProspectAutoId":"1105","FirstName":"Han","LastName":"Solo","EmailAddress":null,"Company":"Example Company","Origin":"API","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"Source":"","SourceMedium":"","Notes":null,"SourceCampaign":"","SourceContent":"","DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"0","Revenue":null,"EngagementScore":"0","TotalVisits":"0","PageViewsPerVisit":"0","AvgTimePerVisit":"0","RelatedProspectId":null,"ProspectActivityId_Min":"6a741d35-7e54-4cb6-8f62-efcfddc10aaf","ProspectActivityDate_Min":"2019-05-07 10:40:10","Web_Referrer":"","Web_RefKeyword":"","ProspectActivityId_Max":"6a741d35-7e54-4cb6-8f62-efcfddc10aaf","ProspectActivityName_Max":"Lead Capture","ProspectActivityDate_Max":"2019-05-07 10:40:10","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"3b1041fb-8374-11e7-8758-0a106ee76b21","CreatedBy":"3b1041fb-8374-11e7-8758-0a106ee76b21","CreatedOn":"2019-05-07 10:40:10","ModifiedBy":"3b1041fb-8374-11e7-8758-0a106ee76b21","ModifiedOn":"2023-08-01 11:08:10","LeadConversionDate":"2019-05-07 10:40:10","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":"Bangalore","mx_State":null,"mx_Country":"Afghanistan","mx_Zip":null,"LastModifiedOn":"2023-08-01 11:08:44","mx_Weight_Division":null,"mx_Gym":null,"mx_Athlete_Age":null,"mx_Secondary_Email_Address":null,"mx_Secondary_Email":null,"mx_Custom_Score":null,"mx_Age":null,"mx_12th_Grade_Results":null,"JobTitle":null,"mx_Co_Applicant_First_Name":null,"mx_Co_Applicant_Last_Name":null,"mx_Co_Applicant_Email":null,"mx_Permanent_Address_1":null,"mx_Permanent_Address_2":null,"mx_Do_You_Have_a_Co_Applicant":null,"mx_Is_Permanent_Address_Same_as_Current_Address":null,"mx_Renewal_Date":null,"mx_Identification":null,"mx_Identification_Documents":null,"mx_Doctors":null,"mx_Product":null,"mx_WhatsApp_Opt_Out":null,"mx_Date_of_Birth":null,"mx_PAN_Number":null,"mx_Fathers_Name":null,"mx_Product_Price":null,"mx_Product_Specification":null,"mx_Products":null,"mx_Docs":null,"mx_Retype_Password":null,"mx_Donation_Amount":null,"mx_Course_Type":null,"mx_Application_Submitted_On":null,"mx_Video_KYC":null,"mx_Company":null,"mx_Aadhaar_Number":null,"mx_Degree":null,"mx_Documentation":null,"mx_Options":null,"mx_Passport_Number":null,"mx_SSN":null,"mx_Course":"MBA","mx_Payment_Status":"Paid","mx_Payment_Mode":"Debit Card","mx_Course_Family":"Masters","mx_Payment_Amount":"230451","NotableEvent":"Modified","NotableEventdate":"2023-08-01 11:08:10","SourceReferrer":"","LastVisitDate":"2019-05-07 10:40:10","LeadAge":"1963","CurrentOptInStatus":null,"LastOptInEmailSentDate":null,"MailingPreferences":null,"OptInDate":null,"OptInDetails":null,"mx_Portal_IsPortalUser":null,"QualityScore01":null,"FacebookId":null,"GooglePlusId":null,"GTalkId":null,"LinkedInId":null,"PhotoUrl":null,"SkypeId":null,"TwitterId":null,"CompanyType":null,"ConversionReferrerURL":null,"DoNotTrack":null,"IsPrimaryContact":"0","Latitude":null,"Longitude":null,"RelatedCompanyId":null,"SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":null,"mx_Disposition":null,"mx_Identification_Type":null,"mx_Malfunction_error_example":null,"mx_Pan_Card_Number":null,"mx_Rate_of_Interest":null,"mx_School":null,"RelatedCompanyIdName":null,"RelatedCompanyOwnerId":null,"CompanyTypeName":null,"CompanyTypePluralName":null,"LeadLastModifiedOn":"2023-08-01 11:08:44","OwnerIdName":"Vir Singh","OwnerIdEmailAddress":"virkdsingh@gmail.com","Groups":"","CreatedByName":"Vir Singh","ModifiedByName":"Vir Singh","Account_CompanyName":"Education 101","Account_ShortName":"t20170817174751","Account_TimeZone":"Asia/Kolkata","Account_Website":"lshelp.staging.wpengine.com","Account_Street1":"123 Street","Account_Street2":"","Account_City":"Bengaluru","Account_State":"Karnataka","Account_Country":"India","Account_Zip":"","Account_Fax":"","Account_Phone":"+91-8556010497","Owner_FirstName":"Vir","Owner_MiddleName":"","Owner_LastName":"Singh","Owner_EmailAddress":"virkdsingh@gmail.com","Owner_FullName":"Vir Singh","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"+91-999988888","Org_ShortCode":"22824","Account_Address":"Education 101{mxnewline}123 Street,{mxnewline},Bengaluru,Karnataka{mxnewline} {mxnewline}India.","Total":"1","CanUpdate":"true"}]

2.3 Lead Field Value Change

{"Before":{"ProspectID":"9e6ec6de-5a2a-4833-98c2-53145d6222f1","ProspectAutoId":"1770","FirstName":"Shamar","LastName":"Joseph","EmailAddress":"srisudhanr@gmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Prospect","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 11:23:12","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-07-09 07:31:55","mx_Country":null,"LastModifiedOn":"2024-08-09 03:55:12","NotableEvent":"Email Opened","NotableEventdate":"2024-07-09 11:23:12","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-08-09 03:55:12","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com"},"After":{"ProspectID":"9e6ec6de-5a2a-4833-98c2-53145d6222f1","ProspectAutoId":"1770","FirstName":"Shamar","LastName":"Joseph","EmailAddress":"srisudhanr@gmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Prospect","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 11:23:12","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-20 14:23:43","mx_Country":"Guyana","LastModifiedOn":"2024-09-20 14:23:43","NotableEvent":"Modified","NotableEventdate":"2024-09-20 14:23:43","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:23:43","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com"}}

2.4 Lead Merge

{"Parent":[{"ProspectID":"e9783ae9-6767-4387-acc3-25b2d3c9222e","ProspectAutoId":"1768","FirstName":"Oshin","LastName":"Anand","EmailAddress":"oshinranand@gmail.com","Company":null,"Origin":"Lead Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"1","DoNotCall":"0","ProspectStage":"Prospect","Score":"-30","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"88cb90e4-3dc4-11ef-a77e-0ac989580241","ProspectActivityDate_Min":"2024-07-09 07:21:49","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"88cb90e4-3dc4-11ef-a77e-0ac989580241","ProspectActivityName_Max":"Email Bounced","ProspectActivityDate_Max":"2024-07-09 12:51:51","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-07-09 12:51:47","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-07-09 12:51:47","LeadConversionDate":"2024-07-09 12:51:47","StatusCode":"0","StatusReason":"6","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-07-09 07:26:18","mx_Weight_Division":null,"mx_Gym":null,"mx_Athlete_Age":null,"mx_Secondary_Email_Address":null,"mx_Secondary_Email":null,"mx_Custom_Score":null,"mx_Age":null,"mx_12th_Grade_Results":null,"JobTitle":null,"mx_Co_Applicant_First_Name":null,"mx_Co_Applicant_Last_Name":null,"mx_Co_Applicant_Email":null,"mx_Permanent_Address_1":null,"mx_Permanent_Address_2":null,"mx_Do_You_Have_a_Co_Applicant":null,"mx_Is_Permanent_Address_Same_as_Current_Address":null,"mx_Renewal_Date":null,"mx_Identification":null,"mx_Identification_Documents":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Doctors":"Hippocrates","mx_Product":null,"mx_WhatsApp_Opt_Out":"0","mx_Date_of_Birth":null,"mx_PAN_Number":null,"mx_Fathers_Name":null,"mx_Product_Price":null,"mx_Product_Specification":null,"mx_Products":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Docs":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"On Going\"}","mx_Retype_Password":null,"mx_Donation_Amount":null,"mx_Course_Type":null,"mx_Application_Submitted_On":null,"mx_Video_KYC":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Company":null,"mx_Aadhaar_Number":null,"mx_Degree":"MA Psychology","mx_Documentation":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Options":"Option 1","mx_Passport_Number":null,"mx_SSN":null,"mx_Course":null,"mx_Payment_Status":null,"mx_Payment_Mode":null,"mx_Course_Family":null,"mx_Payment_Amount":null,"NotableEvent":"Email Bounced","NotableEventdate":"2024-07-09 12:51:51","SourceReferrer":"","LastVisitDate":"2024-07-09 12:51:51","LeadAge":"73","CurrentOptInStatus":"Unknown","LastOptInEmailSentDate":null,"MailingPreferences":null,"OptInDate":null,"OptInDetails":null,"mx_Portal_IsPortalUser":null,"QualityScore01":null,"FacebookId":null,"GooglePlusId":null,"GTalkId":null,"LinkedInId":null,"PhotoUrl":null,"SkypeId":null,"TwitterId":null,"CompanyType":null,"ConversionReferrerURL":null,"DoNotTrack":null,"IsPrimaryContact":"0","Latitude":null,"Longitude":null,"RelatedCompanyId":null,"SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":null,"mx_Disposition":null,"mx_Identification_Type":null,"mx_Malfunction_error_example":null,"mx_Pan_Card_Number":null,"mx_Rate_of_Interest":null,"mx_School":null,"RelatedCompanyIdName":null,"RelatedCompanyOwnerId":null,"CompanyTypeName":null,"CompanyTypePluralName":null,"LeadLastModifiedOn":"2024-07-09 12:56:18","OwnerIdName":"Sri Sudhan","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com","Groups":"","CreatedByName":"Sri Sudhan","ModifiedByName":"Sri Sudhan","Account_CompanyName":"Education 101","Account_ShortName":"t20170817174751","Account_TimeZone":"Asia/Kolkata","Account_Website":"lshelp.staging.wpengine.com","Account_Street1":"123 Street","Account_Street2":"","Account_City":"Bengaluru","Account_State":"Karnataka","Account_Country":"India","Account_Zip":"","Account_Fax":"","Account_Phone":"+91-8556010497","Owner_FirstName":"Sri Sudhan","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"sri.sudhan@leadsquared.com","Owner_FullName":"Sri Sudhan","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"+91-9000000000","Org_ShortCode":"22824","Account_Address":"Education 101{mxnewline}123 Street,{mxnewline},Bengaluru,Karnataka{mxnewline} {mxnewline}India.","CanUpdate":"true"}],"Child":[{"ProspectID":"6f591974-cb0e-4c8d-9505-1d491f68e8b6","ProspectAutoId":"1769","FirstName":"Oshin","LastName":null,"EmailAddress":"oshinanandmedia@gmail.com","Company":null,"Origin":"Lead Add Form","Phone":null,"Mobile":null,"Website":null,"TimeZone":null,"Source":null,"SourceMedium":null,"Notes":null,"SourceCampaign":null,"SourceContent":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Prospect","Score":"1","Revenue":null,"EngagementScore":"0","TotalVisits":null,"PageViewsPerVisit":null,"AvgTimePerVisit":null,"RelatedProspectId":null,"ProspectActivityId_Min":"f163a84a-d4fd-4214-bb1a-f325fc0c54c8","ProspectActivityDate_Min":"2024-07-09 07:25:40","Web_Referrer":null,"Web_RefKeyword":null,"ProspectActivityId_Max":"b62711bd-9ce2-4ac4-ab34-e4d4ef8fc777","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 13:23:09","ImportTransactionId":null,"RelatedLandingPageId":null,"FirstLandingPageSubmissionId":null,"FirstLandingPageSubmissionDate":null,"OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-07-09 12:55:38","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-07-09 12:55:38","LeadConversionDate":"2024-07-09 12:55:38","StatusCode":"0","StatusReason":"0","DeletionStatusCode":"0","IsLead":"1","mx_Street1":null,"mx_Street2":null,"mx_City":null,"mx_State":null,"mx_Country":null,"mx_Zip":null,"LastModifiedOn":"2024-08-09 03:55:12","mx_Weight_Division":null,"mx_Gym":null,"mx_Athlete_Age":null,"mx_Secondary_Email_Address":null,"mx_Secondary_Email":null,"mx_Custom_Score":null,"mx_Age":null,"mx_12th_Grade_Results":null,"JobTitle":null,"mx_Co_Applicant_First_Name":null,"mx_Co_Applicant_Last_Name":null,"mx_Co_Applicant_Email":null,"mx_Permanent_Address_1":null,"mx_Permanent_Address_2":null,"mx_Do_You_Have_a_Co_Applicant":"Yes","mx_Is_Permanent_Address_Same_as_Current_Address":null,"mx_Renewal_Date":null,"mx_Identification":null,"mx_Identification_Documents":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Doctors":"Hippocrates","mx_Product":null,"mx_WhatsApp_Opt_Out":"0","mx_Date_of_Birth":null,"mx_PAN_Number":null,"mx_Fathers_Name":null,"mx_Product_Price":null,"mx_Product_Specification":null,"mx_Products":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Docs":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"On Going\"}","mx_Retype_Password":null,"mx_Donation_Amount":null,"mx_Course_Type":null,"mx_Application_Submitted_On":null,"mx_Video_KYC":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Company":null,"mx_Aadhaar_Number":null,"mx_Degree":"MA Psychology","mx_Documentation":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Options":"Option 1","mx_Passport_Number":null,"mx_SSN":null,"mx_Course":"BTech","mx_Payment_Status":"Paid","mx_Payment_Mode":"Offline","mx_Course_Family":"Masters","mx_Payment_Amount":null,"NotableEvent":"Email Opened","NotableEventdate":"2024-07-09 13:23:09","SourceReferrer":"","LastVisitDate":"2024-07-09 13:23:09","LeadAge":"73","CurrentOptInStatus":"Unknown","LastOptInEmailSentDate":null,"MailingPreferences":null,"OptInDate":null,"OptInDetails":null,"mx_Portal_IsPortalUser":null,"QualityScore01":null,"FacebookId":null,"GooglePlusId":null,"GTalkId":null,"LinkedInId":null,"PhotoUrl":null,"SkypeId":null,"TwitterId":null,"CompanyType":null,"ConversionReferrerURL":null,"DoNotTrack":null,"IsPrimaryContact":"0","Latitude":null,"Longitude":null,"RelatedCompanyId":null,"SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":"Aadhaar","mx_Disposition":"Issue Resolved","mx_Identification_Type":"Passport","mx_Malfunction_error_example":null,"mx_Pan_Card_Number":null,"mx_Rate_of_Interest":null,"mx_School":null,"RelatedCompanyIdName":null,"RelatedCompanyOwnerId":null,"CompanyTypeName":null,"CompanyTypePluralName":null,"LeadLastModifiedOn":"2024-08-09 09:25:12","OwnerIdName":"Sri Sudhan","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com","Groups":"","CreatedByName":"Sri Sudhan","ModifiedByName":"Sri Sudhan","Account_CompanyName":"Education 101","Account_ShortName":"t20170817174751","Account_TimeZone":"Asia/Kolkata","Account_Website":"lshelp.staging.wpengine.com","Account_Street1":"123 Street","Account_Street2":"","Account_City":"Bengaluru","Account_State":"Karnataka","Account_Country":"India","Account_Zip":"","Account_Fax":"","Account_Phone":"+91-8556010497","Owner_FirstName":"Sri Sudhan","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"sri.sudhan@leadsquared.com","Owner_FullName":"Sri Sudhan","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"+91-9000000000","Org_ShortCode":"22824","Account_Address":"Education 101{mxnewline}123 Street,{mxnewline},Bengaluru,Karnataka{mxnewline} {mxnewline}India.","CanUpdate":"true"}],"CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-09-20 14:31:00","CreatedByName":"Sri Sudhan","CreatedByEmail":"sri.sudhan@leadsquared.com"}

2.5 Lead Ownership Change

{"Before":{"ProspectID":"9e6ec6de-5a2a-4833-98c2-53145d6222f1","ProspectAutoId":"1770","FirstName":"Shamar","LastName":"Joseph","EmailAddress":"srisudhanr@gmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Prospect","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 11:23:12","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-20 14:23:43","LastModifiedOn":"2024-09-20 14:23:43","NotableEventdate":"2024-09-20 14:23:43","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:23:43","OwnerIdName":"Sri Sudhan","OwnerIdEmailAddress":"sri.sudhan@leadsquared.com","Owner_FirstName":"Sri Sudhan","Owner_MiddleName":"","Owner_LastName":"","Owner_EmailAddress":"sri.sudhan@leadsquared.com","Owner_FullName":"Sri Sudhan","Owner_AssociatedPhoneNumbers":"+91-9000000000"},"After":{"ProspectID":"9e6ec6de-5a2a-4833-98c2-53145d6222f1","ProspectAutoId":"1770","FirstName":"Shamar","LastName":"Joseph","EmailAddress":"srisudhanr@gmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Prospect","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Email Opened","ProspectActivityDate_Max":"2024-07-09 11:23:12","OwnerId":"a443f7b7-d1fd-11ec-993a-06f221480cd8","ModifiedOn":"2024-09-20 14:33:46","LastModifiedOn":"2024-09-20 14:33:46","NotableEventdate":"2024-09-20 14:33:46","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:33:46","OwnerIdName":"Joseph","OwnerIdEmailAddress":"vir.singh@leadsquared.com","Owner_FirstName":"Joseph","Owner_MiddleName":null,"Owner_LastName":null,"Owner_EmailAddress":"vir.singh@leadsquared.com","Owner_FullName":"Joseph","Owner_AssociatedPhoneNumbers":""}}

2.6 Lead Score Change

{"ProspectID":"0723558d-af29-44cf-bf91-72b4c9a39b19","ProspectAutoId":"1812","FirstName":"Joe","LastName":"Davola","EmailAddress":"crazyjoedavola@yopmail.com","Origin":"Lead Add Form","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"DoNotEmail":"0","DoNotCall":"0","ProspectStage":"Upsell","Score":"1","Revenue":"55","EngagementScore":"0","ProspectActivityId_Min":"03b4f0ab-3725-43fc-9a05-71c47daba76b","ProspectActivityDate_Min":"2024-09-20 14:42:16","ProspectActivityId_Max":"66fe40f6-3c9b-4e6a-93d6-90fc31cf0dcd","ProspectActivityName_Max":"Chat Conversation","ProspectActivityDate_Max":"2024-09-20 14:42:44","FirstLandingPageSubmissionDate":null,"OwnerId":"7903affd-4ff4-11ef-a77e-0ac989580241","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-09-20 14:38:29","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-20 14:42:26","LeadConversionDate":"2024-09-20 14:38:29","StatusCode":"0","StatusReason":"0","IsLead":"1","mx_Country":null,"LastModifiedOn":"2024-09-20 14:42:45","mx_Do_You_Have_a_Co_Applicant":"Yes","mx_Identification_Documents":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Doctors":"Hippocrates","mx_WhatsApp_Opt_Out":"0","mx_Products":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Docs":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\",\"mx_CustomObject_5\":\"On Going\"}","mx_Video_KYC":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\"}","mx_Degree":"MA Psychology","mx_Documentation":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}","mx_Options":"Option 1","mx_Course":"BTech","mx_Payment_Status":"Paid","mx_Payment_Mode":"Offline","mx_Course_Family":"Masters","NotableEvent":"Chat Conversation","NotableEventdate":"2024-09-20 14:42:44","SourceReferrer":"","LastVisitDate":"2024-09-20 14:42:44","CurrentOptInStatus":"Unknown","QualityScore01":null,"ConversionReferrerURL":null,"IsPrimaryContact":"0","SourceIPAddress":null,"SourceReferrerURL":null,"mx_Address_Proof":"Aadhaar","mx_Disposition":"Issue Resolved","mx_Identification_Type":"Passport","LeadLastModifiedOn":"2024-09-20 14:42:45","OwnerIdName":"Chris Harris","OwnerIdEmailAddress":"charrisharris@lsq.in","CreatedByName":"Sri Sudhan","ModifiedByName":"Sri Sudhan","Account_CompanyName":"Education 101","Account_ShortName":"t20170817174751","Account_TimeZone":"Asia/Kolkata","Account_Website":"lshelp.staging.wpengine.com","Account_Street1":"123 Street","Account_City":"Bengaluru","Account_State":"Karnataka","Account_Country":"India","Account_Phone":"+91-8556010497","Owner_FirstName":"Chris","Owner_LastName":"Harris","Owner_EmailAddress":"charrisharris@lsq.in","Owner_FullName":"Chris Harris","Owner_TimeZone":"Asia/Kolkata","Owner_AssociatedPhoneNumbers":"+91-8888888888","Org_ShortCode":"22824","Account_Address":"Education 101{mxnewline}123 Street,{mxnewline},Bengaluru,Karnataka{mxnewline} {mxnewline}India.","CreatedByEmail":"sri.sudhan@leadsquared.com","ModifiedByEmail":"sri.sudhan@leadsquared.com","CanUpdate":"true","OldScore":"0"}

2.7 Lead Stage Change

{"Before":{"ProspectID":"0723558d-af29-44cf-bf91-72b4c9a39b19","ProspectAutoId":"1812","FirstName":"Joe","LastName":"Davola","EmailAddress":"crazyjoedavola@yopmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Upsell","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Chat Conversation","ProspectActivityDate_Max":"2024-09-20 14:42:44","OwnerId":"7903affd-4ff4-11ef-a77e-0ac989580241","ModifiedOn":"2024-09-20 14:42:26","mx_Country":null,"LastModifiedOn":"2024-09-20 14:42:45","NotableEvent":"Chat Conversation","NotableEventdate":"2024-09-20 14:42:44","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:42:45","OwnerIdEmailAddress":"charrisharris@lsq.in"},"After":{"ProspectID":"0723558d-af29-44cf-bf91-72b4c9a39b19","ProspectAutoId":"1812","FirstName":"Joe","LastName":"Davola","EmailAddress":"crazyjoedavola@yopmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Warm","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Chat Conversation","ProspectActivityDate_Max":"2024-09-20 14:42:44","OwnerId":"7903affd-4ff4-11ef-a77e-0ac989580241","ModifiedOn":"2024-09-20 14:47:11","mx_Country":"Afghanistan","LastModifiedOn":"2024-09-20 14:47:11","NotableEvent":"Modified","NotableEventdate":"2024-09-20 14:47:11","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:47:11","OwnerIdEmailAddress":"charrisharris@lsq.in"}}

2.8 Lead Update

{"Before":{"ProspectID":"0723558d-af29-44cf-bf91-72b4c9a39b19","ProspectAutoId":"1812","FirstName":"Joe","LastName":"Davola","EmailAddress":"crazyjoedavola@yopmail.com","Phone":null,"Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Warm","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Chat Conversation","ProspectActivityDate_Max":"2024-09-20 14:42:44","OwnerId":"7903affd-4ff4-11ef-a77e-0ac989580241","ModifiedOn":"2024-09-20 14:47:14","mx_Country":"Afghanistan","LastModifiedOn":"2024-09-20 14:47:14","JobTitle":null,"NotableEventdate":"2024-09-20 14:47:14","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:47:14","OwnerIdEmailAddress":"charrisharris@lsq.in"},"After":{"ProspectID":"0723558d-af29-44cf-bf91-72b4c9a39b19","ProspectAutoId":"1812","FirstName":"Craz","LastName":"Joe Davola","EmailAddress":"crazyjoedavola@yopmail.com","Phone":"+91-9877899878","Mobile":null,"Source":null,"SourceMedium":null,"SourceCampaign":null,"ProspectStage":"Warm","Score":"1","EngagementScore":"0","ProspectActivityName_Max":"Chat Conversation","ProspectActivityDate_Max":"2024-09-20 14:42:44","OwnerId":"7903affd-4ff4-11ef-a77e-0ac989580241","ModifiedOn":"2024-09-20 14:48:55","mx_Country":"United States","LastModifiedOn":"2024-09-20 14:48:55","JobTitle":"Clown","NotableEventdate":"2024-09-20 14:48:55","QualityScore01":null,"ConversionReferrerURL":null,"SourceIPAddress":null,"SourceReferrerURL":null,"LeadLastModifiedOn":"2024-09-20 14:48:55","OwnerIdEmailAddress":"charrisharris@lsq.in"}}

2.9 Lead Activity Creation

[{"ProspectActivityId":"8fe79a96-1943-41ba-ad74-943db43a2748","RelatedProspectId":"f82768f0-02b2-4d5d-8371-20547d3741de","ActivityEvent":"167","ActivityEventName":"Document Collection","ActivityType":"2","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-09-20 16:17:02","Score":10.0,"Data":{"Status":"","mx_Custom_8":"","mx_Custom_9":"","Owner":"","mx_Custom_6":"","mx_Custom_7":"{\"Status\":\"Pending\"}","mx_Custom_4":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"Approved\"}","mx_Custom_2":"{\"Status\":\"Pending\",\"mx_CustomObject_4\":\"Pending\"}","Note":null,"mx_Custom_3":"","ActivityEvent_Note":"","mx_Custom_1":"null"}}]

2.10 Lead Activity Update

[{"Before":{"ProspectActivityId":"8fe79a96-1943-41ba-ad74-943db43a2748","ProspectId":"f82768f0-02b2-4d5d-8371-20547d3741de","ProspectAutoId":"1610","ActivityEvent":"167","ActivityType":"2","CreatedOn":"2024-09-20 16:17:02","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan ","ModifiedOn":"2024-09-20 16:17:03","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","Status":"","mx_Custom_2":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Pending\"}","mx_Custom_4":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"Approved\"}","mx_Custom_7":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"\"}"},"After":{"ProspectActivityId":"8fe79a96-1943-41ba-ad74-943db43a2748","ProspectId":"f82768f0-02b2-4d5d-8371-20547d3741de","ProspectAutoId":"1610","ActivityEvent":"167","ActivityType":"2","CreatedOn":"2024-09-20 16:17:02","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan ","ModifiedOn":"2024-09-20 16:20:28","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","Status":"Active","mx_Custom_2":"{\"Status\":\"Approved\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"Completed\"}","mx_Custom_4":"{\"Status\":\"Approved\",\"mx_CustomObject_1\":\"Approved\"}","mx_Custom_7":"{\"Status\":\"Pending\",\"mx_CustomObject_1\":\"\",\"mx_CustomObject_2\":\"\",\"mx_CustomObject_3\":\"\",\"mx_CustomObject_4\":\"85a70cfc.png\"}"}}]

 

3. Opportunity Webhook Triggers

3.1 Opportunity Create

{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","RelatedProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:01:00","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","Status":"Open","Owner":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","mx_Custom_1":"Kenny Bania - Automobile Loan","mx_Custom_2":"Prospecting","mx_Custom_3":"","mx_Custom_20":"","mx_Custom_21":"","mx_Custom_22":"","mx_Custom_23":"","mx_Custom_5":"","mx_Custom_6":"350000","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_19":"","mx_Custom_4":"[{\"SchemaName\":\"mx_CustomObject_1\",\"Value\":\"\"},{\"SchemaName\":\"mx_CustomObject_2\",\"Value\":\"66a03568.png\"},{\"SchemaName\":\"mx_CustomObject_3\",\"Value\":\"\"},{\"SchemaName\":\"mx_CustomObject_4\",\"Value\":\"\"}]","ActivityEvent_Note":""}

3.2 Opportunity Delete

{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","RelatedProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:11:06","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ActivityEvent_Note":"","Owner":"64abc64f-8344-11ec-a0ca-0a2d147548fe","Status":"Open","mx_Custom_1":"Kenny Bania - Automobile Loan","mx_Custom_2":"Negotiation","mx_Custom_3":"","mx_Custom_20":"","mx_Custom_21":"","mx_Custom_22":"","mx_Custom_23":"","mx_Custom_5":"","mx_Custom_6":"450000","mx_Custom_7":"","mx_Custom_8":"2024-10-04 16:10:00","mx_Custom_9":"","mx_Custom_10":"f7e7cd59-10a5-43e4-b415-75d3d270cbb4","mx_Custom_11":"","mx_Custom_19":"","mx_Custom_4":"[{\"SchemaName\":\"mx_CustomObject_1\",\"Value\":\"\"},{\"SchemaName\":\"mx_CustomObject_2\",\"Value\":\"66a03568.png\"},{\"SchemaName\":\"mx_CustomObject_3\",\"Value\":\"\"},{\"SchemaName\":\"mx_CustomObject_4\",\"Value\":\"\"}]"}

3.3 Opportunity Field Value Change

[{"Before":{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","ProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ProspectAutoId":"1057","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:02:37","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan","RelatedOpportunityEvent":"","RelatedOpportunityId":"","mx_Custom_6":"350000"},"After":{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","ProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ProspectAutoId":"1057","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:08:31","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan","RelatedOpportunityEvent":"","RelatedOpportunityId":"","mx_Custom_6":"420000"}}]

3.4 Opportunity Stage/Status Change

[{"Before":{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","ProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ProspectAutoId":"1057","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:08:31","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan","RelatedOpportunityEvent":"","RelatedOpportunityId":"","mx_Custom_2":"Prospecting"},"After":{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","ProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ProspectAutoId":"1057","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:09:53","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan","RelatedOpportunityEvent":"","RelatedOpportunityId":"","mx_Custom_2":"Negotiation"}}]

3.5 Opportunity Update

[{"Before":{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","ProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ProspectAutoId":"1057","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:09:53","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan","RelatedOpportunityEvent":"","RelatedOpportunityId":"","Owner":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","mx_Custom_6":"420000","mx_Custom_8":"","mx_Custom_10":""},"After":{"ProspectActivityId":"e4d8e7f7-ec0f-432c-aeea-dab3046484e1","ProspectId":"986ab43c-5a0e-4512-8c4e-982f387bead3","ProspectAutoId":"1057","ActivityEvent":"12003","ActivityType":"2","CreatedOn":"2024-09-20 16:01:00","CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","ModifiedOn":"2024-09-20 16:11:06","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan","RelatedOpportunityEvent":"","RelatedOpportunityId":"","Owner":"64abc64f-8344-11ec-a0ca-0a2d147548fe","mx_Custom_6":"450000","mx_Custom_8":"2024-10-04 16:10:00","mx_Custom_10":"f7e7cd59-10a5-43e4-b415-75d3d270cbb4"}}]

 

4. Leave Management

4.1 Leave Create

{"LeaveId":"062df7b8-776d-11ef-a77e-0ac989580241","UserId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","UserName":"Sri Sudhan","EmailAddress":"sri.sudhan@leadsquared.com","LeaveStart":"2024-09-22 18:30:00","LeaveEnd":"2024-09-23 18:29:59","Reason":"Leave","CreatedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedByEmailAddress":"sri.sudhan@leadsquared.com","CreatedOn":"2024-09-20 16:26:01"}

4.2 Leave Update

{"LeaveId":"062df7b8-776d-11ef-a77e-0ac989580241","UserId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","UserName":"Sri Sudhan","EmailAddress":"sri.sudhan@leadsquared.com","Before":{"LeaveStart":"2024-09-22 18:30:00","LeaveEnd":"2024-09-23 18:29:59","Reason":"Leave","ModifiedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedByEmailAddress":"sri.sudhan@leadsquared.com","ModifiedOn":"2024-09-20 16:26:01"},"After":{"LeaveStart":"2024-09-23 18:30:00","LeaveEnd":"2024-09-24 18:29:59","Reason":"Had to reschedule","ModifiedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedByEmailAddress":"sri.sudhan@leadsquared.com","ModifiedOn":"2024-09-20 16:26:58"}}

4.3 Leave Delete

{"LeaveId":"062df7b8-776d-11ef-a77e-0ac989580241","UserId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","UserName":"Sri Sudhan","EmailAddress":"sri.sudhan@leadsquared.com","LeaveStart":"2024-09-23 18:30:00","LeaveEnd":"2024-09-24 18:29:59","Reason":"Had to reschedule","DeletedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","DeletedByName":"Sri Sudhan ","DeletedByEmailAddress":"sri.sudhan@leadsquared.com","DeletedOn":"2024-09-20 16:27:52"}

 

5. Task Management

5.1 Task Create

{"Event":"Task_Creation","Data":{"TaskId":"0a83afb0-781b-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskTypeConfiguration":"{\"Id\":\"3c8c1a5b-8374-11e7-ab78-02de49b06427\",\"Name\":\"Meeting\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"System\",\"CreatedOn\":\"2017-08-17T17:48:11Z\",\"ModifiedBy\":\"Sri Sudhan\",\"ModifiedByEmail\":\"sri.sudhan@leadsquared.com\",\"ModifiedOn\":\"2021-11-24T07:07:06Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Description\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1}]}\",\"Color\":\"#EFBAE7\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","RelatedEntityId":"0723558d-af29-44cf-bf91-72b4c9a39b19","RelatedEntityType":"Lead","DueDateUTCTime":"2024-09-21 13:30:00","DueDateLocalTime":"2024-09-21 19:00:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTime":"","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByEmail":"sri.sudhan@leadsquared.com","CreatedOn":"2024-09-21 13:11:40","EndDateUTCTime":"2024-09-21 14:00:00","EndDateLocalTime":"2024-09-21 19:30:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"New York","Latitude":"0.00000000","Longitude":"0.00000000","PercentCompleted":"0","Priority":"","mx_Custom_1":""}}

5.2 Task Update

{"Event":"Task_Update","Before":{"TaskId":"1fe38704-781c-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskTypeConfiguration":"{\"Id\":\"3c8c1a5b-8374-11e7-ab78-02de49b06427\",\"Name\":\"Meeting\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"System\",\"CreatedOn\":\"2017-08-17T17:48:11Z\",\"ModifiedBy\":\"Sri Sudhan\",\"ModifiedByEmail\":\"sri.sudhan@leadsquared.com\",\"ModifiedOn\":\"2021-11-24T07:07:06Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Description\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1}]}\",\"Color\":\"#EFBAE7\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","DueDateUTCTime":"2024-09-21 13:40:00","DueDateLocalTime":"2024-09-21 19:10:00","ReminderInMinutes":"15","ReminderBeforeDays":"0","ReminderTime":null,"NotifyBy":"1000","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","OwnerName":"Sri Sudhan","OwnerEmailAddress":"sri.sudhan@leadsquared.com","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedOn":"2024-09-21 13:19:26","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedOn":"2024-09-21 13:19:26","CompletedOnUTCTime":"0001-01-01 00:00:00","CompletedOnLocalTime":"0001-01-01 00:00:00","EndDateUTCTime":"2024-09-21 14:10:00","EndDateLocalTime":"2024-09-21 19:40:00","EffortEstimate":null,"EffortEstimateUnit":"","TaskAutoId":"T588","Validate":false,"Status":0,"Location":"New York","PercentCompleted":"0","Priority":""},"After":{"TaskId":"1fe38704-781c-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskTypeConfiguration":"{\"Id\":\"3c8c1a5b-8374-11e7-ab78-02de49b06427\",\"Name\":\"Meeting\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":true,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":false,\"Sequence\":2,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"System\",\"CreatedOn\":\"2017-08-17T17:48:11Z\",\"ModifiedBy\":\"Sri Sudhan\",\"ModifiedByEmail\":\"sri.sudhan@leadsquared.com\",\"ModifiedOn\":\"2021-11-24T07:07:06Z\",\"ShowOrganiserCalendarInvite\":true,\"ShowOwnerCalendarInvite\":true,\"ShowLeadCalendarInvite\":true,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Location\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Description\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1}]}\",\"Color\":\"#EFBAE7\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","DueDateUTCTime":"2024-09-21 13:40:00","DueDateLocalTime":"2024-09-21 19:10:00","ReminderInMinutes":"15","ReminderBeforeDays":"0","ReminderTime":null,"NotifyBy":"1100","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","OwnerName":"Sri Sudhan","OwnerEmailAddress":"sri.sudhan@leadsquared.com","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedOn":"2024-09-21 13:19:26","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedOn":"2024-09-21 13:20:40","CompletedOnUTCTime":"0001-01-01 00:00:00","CompletedOnLocalTime":"0001-01-01 00:00:00","EndDateUTCTime":"2024-09-21 14:10:00","EndDateLocalTime":"2024-09-21 19:40:00","EffortEstimate":null,"EffortEstimateUnit":"","TaskAutoId":"T588","Validate":false,"Status":0,"Location":"New York","PercentCompleted":"0","Priority":""}}

5.3 Task Reminder

{"Event":"Task_ReminderSent","Data":{"TaskId":"74d9b8eb-798c-11ef-a77e-0ac989580241","TaskName":"Follow-Up: George Costanza","TaskType":"{\"Id\":\"3c8c1673-8374-11e7-ab78-02de49b06427\",\"Name\":\"Follow-Up\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":true,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"30\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":null,\"ValueUnit\":null,\"Values\":null}},\"PreventConflict\":true,\"Sequence\":1,\"IsDefault\":true,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"System\",\"CreatedOn\":\"2017-08-17T17:48:11Z\",\"ModifiedBy\":\"Vir Singh\",\"ModifiedByEmail\":\"virkdsingh@gmail.com\",\"ModifiedOn\":\"2024-02-22T08:07:44Z\",\"ShowOrganiserCalendarInvite\":false,\"ShowOwnerCalendarInvite\":false,\"ShowLeadCalendarInvite\":false,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Name\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Description\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":2,\\\"Disabled\\\":false}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Location\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":true},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"DisplayName\\\":null,\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"EndDate\\\",\\\"DisplayName\\\":\\\"End Date\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":false},{\\\"SchemaName\\\":\\\"EffortEstimateUnit\\\",\\\"DisplayName\\\":\\\"Effort Estimate Unit\\\",\\\"Colspan\\\":1,\\\"Disabled\\\":false}]}\",\"Color\":\"#F8BBD0\",\"Category\":0,\"OpenCompletedTasks\":true}","TaskDescription":"","LeadId":"185b45a7-a5e8-402d-8cf0-d0d26f808dbe","RelatedEntityId":"185b45a7-a5e8-402d-8cf0-d0d26f808dbe","RelatedEntityType":"Lead","RelatedOpportunityId":"[{MXVAR_TaskAssociatedOpportunityId}]","RelatedOpportunityType":"[{MXVAR_TaskAssociatedOpportunityType}]","DueDateUTCTime":"2024-09-23 09:35:00","DueDateLocalTime":"2024-09-23 15:05:00","ReminderInMinutes":"15","ReminderBeforeDays":"","ReminderTimeUTC":"","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","EndDateUTCTime":"2024-09-23 10:05:00","EndDateLocalTime":"2024-09-23 15:35:00","EffortEstimate":"","EffortEstimateUnit":"","Location":"","PercentCompleted":"0","Priority":"","mx_Custom_1":"","mx_Custom_2":"","mx_Custom_3":"","mx_Custom_4":"","mx_Custom_5":"","mx_Custom_6":"","mx_Custom_7":"","mx_Custom_8":"","mx_Custom_9":"","mx_Custom_10":"","mx_Custom_11":"","mx_Custom_12":"","mx_Custom_13":"","mx_Custom_14":"","mx_Custom_15":"","mx_Custom_16":"","mx_Custom_17":"","mx_Custom_18":"","mx_Custom_19":"","mx_Custom_20":""}}

5.4 Task Complete

{"Event":"Task_Complete","Data":{"TaskId":"04901f02-4d0c-11ec-993a-06f221480cd8","TaskName":"Document Collection","TaskType":"0500cfd9-4cf5-11ec-993a-06f221480cd8","TaskTypeConfiguration":"{\"Id\":\"0500cfd9-4cf5-11ec-993a-06f221480cd8\",\"Name\":\"Document Collection\",\"TaskTypeConfiguration\":{\"CalenderInvite\":{\"Organiser\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Owner\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"Lead\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":false},\"ParticipantUsers\":{\"IsEnabled\":false,\"TemplateContent\":null,\"Subject\":null,\"IsSent\":null}},\"Location\":{\"IsEnabled\":false,\"IsMandatory\":false,\"LocationValue\":null,\"GeofenceLocation\":false,\"GeofenceRange\":100},\"BusinessWorkFlow\":{\"IsEnabled\":false,\"Status\":{\"Label\":null,\"Values\":[]}},\"Duration\":{\"IsEnabled\":false,\"Value\":\"tomorrow\",\"Values\":null},\"Priority\":{\"IsEnabled\":false,\"Value\":null,\"Values\":null},\"TaskCompleted\":{\"IsEnabled\":false},\"EffortEstimate\":{\"IsEnabled\":false,\"Value\":\"30\",\"ValueUnit\":\"Minute\",\"Values\":null}},\"PreventConflict\":false,\"Sequence\":9,\"IsDefault\":false,\"IsEditable\":true,\"IsDeleteable\":true,\"IsTimerEnabled\":false,\"Status\":1,\"CreatedBy\":\"Srisudhan R\",\"CreatedOn\":\"2021-11-24T07:06:17Z\",\"ModifiedBy\":\"Srisudhan R\",\"ModifiedByEmail\":null,\"ModifiedOn\":\"2021-11-24T07:06:44Z\",\"ShowOrganiserCalendarInvite\":null,\"ShowOwnerCalendarInvite\":null,\"ShowLeadCalendarInvite\":null,\"ShowParticipantCalendarInvite\":null,\"ReminderConfiguration\":{\"IsEnable\":false},\"ColumnConfiguration\":[],\"FormLayout\":\"{\\\"Sections\\\":[{\\\"DisplayName\\\":\\\"Task Details\\\",\\\"Fields\\\":[{\\\"SchemaName\\\":\\\"OwnerId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"RelatedEntityId\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Name\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"DueDate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Reminder\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"Description\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"CreatedBy\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":2},{\\\"SchemaName\\\":\\\"mx_Custom_1\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1}]}],\\\"AvailableFields\\\":[{\\\"SchemaName\\\":\\\"Location\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"Priority\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"EffortEstimate\\\",\\\"Disabled\\\":\\\"False\\\",\\\"Colspan\\\":1},{\\\"SchemaName\\\":\\\"PercentCompleted\\\",\\\"Disabled\\\":\\\"True\\\",\\\"Colspan\\\":1}]}\",\"Color\":\"\",\"Category\":1,\"OpenCompletedTasks\":true}","TaskDescription":"I'm assigning a new task","LeadId":"6f75b09d-0187-45d6-86dd-f848bd5a0aca","DueDateUTCTime":"2022-10-10 10:11:23","DueDateLocalTime":"2022-10-10 15:41:23","ReminderInMinutes":"30","ReminderBeforeDays":"0","ReminderTime":"03:30:00","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CompletedBy":"Sri Sudhan","CompletedByEmail":"sri.sudhan@leadsquared.com","CreatedOn":"2021-11-24 09:50:55","EndDateUTCTime":"2025-06-27 13:15:00","EndDateLocalTime":"2025-06-27 18:45:00","EffortEstimate":null,"EffortEstimateUnit":null,"CompletedOnUTCTime":"2024-09-21 13:21:45","CompletedOnLocalTime":"2024-09-21 18:51:45","Location":"","PercentCompleted":"0","Priority":"","RelatedEntityId":"6f75b09d-0187-45d6-86dd-f848bd5a0aca","RelatedEntityType":"Lead","mx_Custom_1":"None"}}

5.5 Task Cancel

{"Event":"Task_Cancel","Data":[{"TaskId":"0a83afb0-781b-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","DueDateUTCTime":"2024-09-21 13:30:00","ReminderInMinutes":"15","ReminderBeforeDays":"0","ReminderTime":null,"NotifyBy":"1100","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","OwnerName":"Sri Sudhan","OwnerEmailAddress":"sri.sudhan@leadsquared.com","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedOn":"2024-09-21 13:11:40","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","ModifiedOn":"2024-09-21 13:17:26","CompletedOnUTCTime":"0001-01-01 00:00:00","EndDateUTCTime":"2024-09-21 14:00:00","EffortEstimate":null,"EffortEstimateUnit":"","TaskAutoId":"T587","Status":2,"Location":"New York","PercentCompleted":"0","Priority":""}]}

5.6 Task Delete

{"Event":"Task_Delete","Data":[{"TaskId":"0a83afb0-781b-11ef-a77e-0ac989580241","TaskName":"Meeting: Craz Joe Davola","TaskType":"3c8c1a5b-8374-11e7-ab78-02de49b06427","TaskDescription":"","LeadId":"0723558d-af29-44cf-bf91-72b4c9a39b19","DueDateUTCTime":"2024-09-21 13:30:00","ReminderInMinutes":"15","ReminderBeforeDays":"0","ReminderTime":null,"NotifyBy":"1100","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","OwnerName":"Sri Sudhan","OwnerEmailAddress":"sri.sudhan@leadsquared.com","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan","CreatedOn":"2024-09-21 13:11:40","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan ","ModifiedOn":"2024-09-21 13:18:09","CompletedOnUTCTime":"0001-01-01 00:00:00","EndDateUTCTime":"2024-09-21 14:00:00","EffortEstimate":null,"EffortEstimateUnit":"","TaskAutoId":"T587","Status":2,"Location":"New York","PercentCompleted":"0","Priority":""}]}

 

6. User Management

6.1 User Create

[{"UserId":"87e34381-78b1-11ef-a77e-0ac989580241","FirstName":"Richard","LastName":"Pryor","EmailAddress":"richardpryor@example.com","Role":"Administrator","StatusCode":"0","AssociatedPhoneNumbers":"","DateFormat":"mm/dd/yy","TimeZone":"Asia/Kolkata","IsPhoneCallAgent":"0","UserType":"0","CreatedById":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOnUTC":"2024-09-22 07:08:55","ModifiedBy":"3b10421d-8374-11e7-8758-0a106ee76b21","ModifiedOn":"2024-09-22 07:08:58","ManagerUserId":null,"Designation":null,"Team":null,"Department":null,"SalesRegions":null,"Skills":null,"OfficeLocationName":null,"Address":null,"City":null,"State":null,"Country":null,"ZipCode":null,"TelephonyAgentId":null,"IsAdministrator":"true","CreatedByName":"Sri Sudhan","ModifiedByName":"System","PhoneMain":null,"PhoneMobile":null,"PhoneOthers":null,"IsCheckinEnabled":"true","IsCheckedIn":"false","WorkDayTemplateId":"","WorkDayTemplateName":"","HolidayCalendarId":"","HolidayCalendarName":"","TeamId":"8bfc8586-0f53-11e8-871e-02bf1924461c","TeamName":"Education 101","IsWorkingToday":null,"GroupId":null,"IsSuperAdmin":"false","IsSoftPhoneEnabled":null,"IsEmployee":null,"EmployeeId":null,"DateOfBirth":null,"DateOfJoining":null,"DateOfResignation":null,"ImportId":null,"CreatedByEmail":"sri.sudhan@leadsquared.com","ModifiedByEmail":"t20170817174751@leadsquared.com","ManagerEmail":"","CustomAppRole":null}]

6.2 User Activate/Deactivate

[{"Before":"{\"CustomAppRole\":\"service-admin\",\"Availability\":null,\"IsSoftPhoneEnabled\":\"false\",\"IsEmployee\":\"true\",\"EmployeeId\":\"1010\",\"DateOfBirth\":\"1981-01-01\",\"DateOfJoining\":\"2015-02-13\",\"DateOfResignation\":null,\"ImportId\":null,\"IsWorkingToday\":null,\"WorkDayTemplateId\":\"\",\"HolidayCalendarId\":\"\",\"TeamId\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"LastCheckedIpAddress\":\"49.205.35.13\",\"LastCheckedOn\":\"2024-09-20 16:15:19\",\"IsCheckInEnabled\":\"true\",\"IsCheckedIn\":\"true\",\"CheckinCheckoutHistoryId\":null,\"PhoneOthers\":null,\"PhoneMobile\":null,\"PhoneMain\":null,\"IsEmailSender\":\"true\",\"Groups\":null,\"PhotoUrl\":null,\"Designation\":null,\"Team\":null,\"Department\":null,\"SalesRegions\":null,\"Skills\":\"Telecommunications\",\"AvailabilityStatus\":\"online\",\"OfficeLocationName\":\"Bangalore\",\"Address\":null,\"City\":\"Galle\",\"State\":null,\"Country\":\"India\",\"ZipCode\":\"560001\",\"TelephonyAgentId\":null,\"TemplateNames\":null,\"UserID\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"FirstName\":\"Sri Sudhan\",\"MiddleName\":null,\"LastName\":\"\",\"EmailAddress\":\"sri.sudhan@leadsquared.com\",\"TMP_ForgotPassword\":null,\"SessionID\":null,\"IsDefaultOwner\":null,\"IsAdministrator\":\"true\",\"IsAgencyUser\":null,\"IsBillingUser\":\"false\",\"TimeZone\":\"Asia/Kolkata\",\"DateFormat\":\"mm/dd/yy\",\"ManagerUserId\":null,\"AssociatedPhoneNumbers\":\"+91-9000000000\",\"StatusCode\":\"0\",\"StatusReason\":null,\"DeletionStatusCode\":null,\"CreatedBy\":\"3b1041fb-8374-11e7-8758-0a106ee76b21\",\"CreatedOn\":\"2020-04-23 05:41:39\",\"ModifiedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"ModifiedOn\":\"2024-09-20 16:15:21\",\"Role\":\"Administrator\",\"IsPhoneCallAgent\":\"0\",\"UserType\":\"9\",\"WorkdayTemplateName\":\"\",\"IsWorkDayTemplateDerived\":\"true\",\"WorkDayTemplateDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"HolidayCalendarName\":\"\",\"IsHolidayCalendarDerived\":\"true\",\"HolidayCalendarDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"TeamName\":\"Education 101\",\"ManagerName\":\"\",\"CreatedByName\":\"Vir  Singh\",\"ModifiedByName\":\"Sri Sudhan\",\"IsSuperAdmin\":\"false\"}","After":"{\"CustomAppRole\":\"service-admin\",\"Availability\":null,\"IsSoftPhoneEnabled\":\"false\",\"IsEmployee\":\"true\",\"EmployeeId\":\"1010\",\"DateOfBirth\":\"1981-01-01\",\"DateOfJoining\":\"2015-02-13\",\"DateOfResignation\":null,\"ImportId\":null,\"IsWorkingToday\":null,\"WorkDayTemplateId\":\"\",\"HolidayCalendarId\":\"\",\"TeamId\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"LastCheckedIpAddress\":\"49.205.35.13\",\"LastCheckedOn\":\"2024-09-20 16:15:19\",\"IsCheckInEnabled\":\"true\",\"IsCheckedIn\":\"true\",\"CheckinCheckoutHistoryId\":null,\"PhoneOthers\":null,\"PhoneMobile\":null,\"PhoneMain\":null,\"IsEmailSender\":\"true\",\"Groups\":null,\"PhotoUrl\":null,\"Designation\":null,\"Team\":null,\"Department\":null,\"SalesRegions\":null,\"Skills\":\"Telecommunications\",\"AvailabilityStatus\":\"away\",\"OfficeLocationName\":\"Bangalore\",\"Address\":null,\"City\":\"Galle\",\"State\":null,\"Country\":\"India\",\"ZipCode\":\"560001\",\"TelephonyAgentId\":null,\"TemplateNames\":null,\"UserID\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"FirstName\":\"Sri Sudhan\",\"MiddleName\":null,\"LastName\":\"\",\"EmailAddress\":\"sri.sudhan@leadsquared.com\",\"TMP_ForgotPassword\":null,\"SessionID\":null,\"IsDefaultOwner\":null,\"IsAdministrator\":\"true\",\"IsAgencyUser\":null,\"IsBillingUser\":\"false\",\"TimeZone\":\"Asia/Kolkata\",\"DateFormat\":\"mm/dd/yy\",\"ManagerUserId\":null,\"AssociatedPhoneNumbers\":\"+91-9000000000\",\"StatusCode\":\"0\",\"StatusReason\":null,\"DeletionStatusCode\":null,\"CreatedBy\":\"3b1041fb-8374-11e7-8758-0a106ee76b21\",\"CreatedOn\":\"2020-04-23 05:41:39\",\"ModifiedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"ModifiedOn\":\"2024-09-22 07:12:33\",\"Role\":\"Administrator\",\"IsPhoneCallAgent\":\"0\",\"UserType\":\"9\",\"WorkdayTemplateName\":\"\",\"IsWorkDayTemplateDerived\":\"true\",\"WorkDayTemplateDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"HolidayCalendarName\":\"\",\"IsHolidayCalendarDerived\":\"true\",\"HolidayCalendarDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"TeamName\":\"Education 101\",\"ManagerName\":\"\",\"CreatedByName\":\"Vir  Singh\",\"ModifiedByName\":\"Sri Sudhan\",\"IsSuperAdmin\":\"false\"}"}]

6.3 User Update

[{"Before":"{\"CustomAppRole\":null,\"Availability\":null,\"IsSoftPhoneEnabled\":null,\"IsEmployee\":null,\"EmployeeId\":null,\"DateOfBirth\":null,\"DateOfJoining\":null,\"DateOfResignation\":null,\"ImportId\":null,\"IsWorkingToday\":null,\"WorkDayTemplateId\":\"\",\"HolidayCalendarId\":\"\",\"TeamId\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"LastCheckedIpAddress\":null,\"LastCheckedOn\":null,\"IsCheckInEnabled\":\"true\",\"IsCheckedIn\":\"false\",\"CheckinCheckoutHistoryId\":null,\"PhoneOthers\":null,\"PhoneMobile\":null,\"PhoneMain\":null,\"IsEmailSender\":\"true\",\"Groups\":null,\"PhotoUrl\":null,\"Designation\":null,\"Team\":null,\"Department\":null,\"SalesRegions\":null,\"Skills\":null,\"AvailabilityStatus\":\"offline\",\"OfficeLocationName\":null,\"Address\":null,\"City\":null,\"State\":null,\"Country\":null,\"ZipCode\":null,\"TelephonyAgentId\":null,\"TemplateNames\":null,\"UserID\":\"87e34381-78b1-11ef-a77e-0ac989580241\",\"FirstName\":\"Richard\",\"MiddleName\":null,\"LastName\":\"Pryor\",\"EmailAddress\":\"richardpryor@example.com\",\"TMP_ForgotPassword\":null,\"SessionID\":null,\"IsDefaultOwner\":null,\"IsAdministrator\":\"true\",\"IsAgencyUser\":null,\"IsBillingUser\":\"false\",\"TimeZone\":\"Asia/Kolkata\",\"DateFormat\":\"mm/dd/yy\",\"ManagerUserId\":null,\"AssociatedPhoneNumbers\":\"\",\"StatusCode\":\"0\",\"StatusReason\":null,\"DeletionStatusCode\":null,\"CreatedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"CreatedOn\":\"2024-09-22 07:08:55\",\"ModifiedBy\":\"3b10421d-8374-11e7-8758-0a106ee76b21\",\"ModifiedOn\":\"2024-09-22 07:08:58\",\"Role\":\"Administrator\",\"IsPhoneCallAgent\":\"0\",\"UserType\":\"0\",\"WorkdayTemplateName\":\"\",\"IsWorkDayTemplateDerived\":\"true\",\"WorkDayTemplateDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"HolidayCalendarName\":\"\",\"IsHolidayCalendarDerived\":\"true\",\"HolidayCalendarDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"TeamName\":\"Education 101\",\"ManagerName\":\"\",\"CreatedByName\":\"Sri Sudhan\",\"ModifiedByName\":\"System\",\"IsSuperAdmin\":\"false\"}","After":"{\"CustomAppRole\":null,\"Availability\":null,\"IsSoftPhoneEnabled\":null,\"IsEmployee\":null,\"EmployeeId\":null,\"DateOfBirth\":\"1940-12-01\",\"DateOfJoining\":null,\"DateOfResignation\":null,\"ImportId\":null,\"IsWorkingToday\":null,\"WorkDayTemplateId\":\"\",\"HolidayCalendarId\":\"\",\"TeamId\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"LastCheckedIpAddress\":null,\"LastCheckedOn\":null,\"IsCheckInEnabled\":\"true\",\"IsCheckedIn\":\"false\",\"CheckinCheckoutHistoryId\":null,\"PhoneOthers\":null,\"PhoneMobile\":null,\"PhoneMain\":null,\"IsEmailSender\":\"true\",\"Groups\":null,\"PhotoUrl\":null,\"Designation\":null,\"Team\":null,\"Department\":null,\"SalesRegions\":null,\"Skills\":null,\"AvailabilityStatus\":\"offline\",\"OfficeLocationName\":null,\"Address\":null,\"City\":null,\"State\":null,\"Country\":null,\"ZipCode\":null,\"TelephonyAgentId\":null,\"TemplateNames\":null,\"UserID\":\"87e34381-78b1-11ef-a77e-0ac989580241\",\"FirstName\":\"Richard\",\"MiddleName\":null,\"LastName\":\"Pryor\",\"EmailAddress\":\"richardpryor@example.com\",\"TMP_ForgotPassword\":null,\"SessionID\":null,\"IsDefaultOwner\":null,\"IsAdministrator\":\"true\",\"IsAgencyUser\":null,\"IsBillingUser\":\"false\",\"TimeZone\":\"Asia/Kolkata\",\"DateFormat\":\"mm/dd/yy\",\"ManagerUserId\":\"42d6fb6a-81d8-11ed-b7fd-0218d8753a48\",\"AssociatedPhoneNumbers\":\"\",\"StatusCode\":\"0\",\"StatusReason\":null,\"DeletionStatusCode\":null,\"CreatedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"CreatedOn\":\"2024-09-22 07:08:55\",\"ModifiedBy\":\"1a50c565-8525-11ea-a93b-0aa4c559f4ca\",\"ModifiedOn\":\"2024-09-22 07:10:11\",\"Role\":\"Administrator\",\"IsPhoneCallAgent\":\"0\",\"UserType\":\"0\",\"WorkdayTemplateName\":\"\",\"IsWorkDayTemplateDerived\":\"true\",\"WorkDayTemplateDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"HolidayCalendarName\":\"\",\"IsHolidayCalendarDerived\":\"true\",\"HolidayCalendarDerivedFromTeamID\":\"8bfc8586-0f53-11e8-871e-02bf1924461c\",\"TeamName\":\"Education 101\",\"ManagerName\":\"Dharshana\",\"CreatedByName\":\"Sri Sudhan\",\"ModifiedByName\":\"Sri Sudhan\",\"IsSuperAdmin\":\"false\"}"}]

6.4 User Availability Status Change

{"Type":"AvailabilityStatusChange","UserId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","UserEmail":"sri.sudhan@leadsquared.com","Reason":"","Before":{"AvailabilityStatus":"online","Location":"","Latitude":"0.00000000","Longitude":"0.00000000","IpAddress":"49.205.35.13","CreatedByName":"Sri Sudhan","CreatedByEmail":"sri.sudhan@leadsquared.com","CreatedOn":"2024-09-20 16:15:26","Source":"WebApp","Availability":"0","OtherDetails":{"Source":"WebApp","IpAddress":"49.205.35.13"}},"After":{"AvailabilityStatus":"away","Location":"","Latitude":"0.00000000","Longitude":"0.00000000","IpAddress":"49.205.35.13","CreatedByName":"Sri Sudhan ","CreatedByEmail":"sri.sudhan@leadsquared.com","CreatedOn":"2024-09-22 07:12:36","Source":"WebApp","Availability":"0","OtherDetails":{"Source":"WebApp","IpAddress":"49.205.35.13"}}}

 

7. Account Management

7.1 Account Create

{"Address1":"Colorado","Address2":null,"AlternateName":null,"AnnualRevenue":"5600000","City":null,"EmailAddress":null,"CompanyIdentifier":null,"CompanyName":"Greendale Community College","CompanyNumber":null,"Origin":null,"OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","Source":null,"Stage":"Prospect","Country":null,"CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedDate":"2024-09-22 06:49:51","CreatedOn":"2024-09-22 06:49:50","Currency":null,"Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":null,"FacebookUrl":null,"Industry":null,"Language":null,"LinkedInUrl":null,"ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-22 06:49:50","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"ZipCode":null,"Custom_1":"Tier 1","OwnerName":"Sri Sudhan ","CreatedByName":"Sri Sudhan ","ModifiedByName":"Sri Sudhan ","OwnerEmail":"sri.sudhan@leadsquared.com","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","CompanyAutoId":"15"}

7.2 Account Update

{"Before":{"CompanyIdentifier":null,"CompanyName":"Greendale Community College","OwnerId":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","Source":null,"Stage":"Prospect","Employees":null,"Industry":null,"ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-22 06:49:50","Phone":null,"Website":null,"Custom_1":"Tier 1","OwnerName":"Sri Sudhan ","ModifiedByName":"Sri Sudhan ","OwnerEmail":"sri.sudhan@leadsquared.com","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","CompanyAutoId":"15"},"After":{"CompanyIdentifier":null,"CompanyName":"Greendale Community College","OwnerId":"a443f7b7-d1fd-11ec-993a-06f221480cd8","Source":"Inbound Phone Call","Stage":"Prospect","Employees":"550","Industry":"Leisure Goods","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedOn":"2024-09-22 06:54:57","Phone":null,"Website":null,"Custom_1":"Tier 2","OwnerName":"Joseph ","ModifiedByName":"Sri Sudhan ","OwnerEmail":"vir.singh@leadsquared.com","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","CompanyAutoId":"15"}}

7.3 Account Delete

{"Address1":"Colorado","Address2":null,"AlternateName":null,"AnnualRevenue":"5600000","City":null,"EmailAddress":null,"CompanyIdentifier":null,"CompanyName":"Greendale Community College","CompanyNumber":null,"Origin":null,"OwnerId":"a443f7b7-d1fd-11ec-993a-06f221480cd8","Source":"Inbound Phone Call","Stage":"Prospect","Country":"Albania","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedDate":"2024-09-22 06:49:51","CreatedOn":"2024-09-22 06:49:50","Currency":null,"Description":null,"DoNotCall":"0","DoNotEmail":"0","Employees":"550","FacebookUrl":null,"Industry":"Leisure Goods","Language":null,"LinkedInUrl":null,"ModifiedBy":"3b10421d-8374-11e7-8758-0a106ee76b21","ModifiedOn":"2024-09-22 06:57:43","Notes":null,"Phone":null,"State":null,"TimeZone":null,"TwitterUrl":null,"Website":null,"ZipCode":null,"Custom_1":"Tier 2","OwnerName":"Joseph ","CreatedByName":"Sri Sudhan ","ModifiedByName":"System ","OwnerEmail":"vir.singh@leadsquared.com","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","CompanyAutoId":"15"}

7.4 Account Activity Create

[{"CompanyActivityId":"3a3a6d0d-c416-4e18-bd61-a58339165621","RelatedCompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","ActivityEvent":10001,"ActivityEventName":"Contract Signed","ActivityType":2,"Score":0,"CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedOn":"2024-09-22 06:57:41","Data":{"Owner":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","Status":"Active","mx_Custom_1":"2024-09-22 06:56:00","ActivityEvent_Note":"Signed a one year contract"}}]

7.5 Account Activity Update

[{"Before":{"CompanyActivityId":"3a3a6d0d-c416-4e18-bd61-a58339165621","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-09-22 06:56:00","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan ","ActivityEvent_Note":"Signed a one year contract","ModifiedOn":"2024-09-22 06:57:41","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan","Owner":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CompanyTypeId":"5003"},"After":{"CompanyActivityId":"3a3a6d0d-c416-4e18-bd61-a58339165621","CompanyId":"f80e843f-312b-4792-aecf-21e0fa3d7d37","ActivityEvent":"10001","ActivityType":"2","CreatedOn":"2024-09-22 06:56:00","CreatedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","CreatedByName":"Sri Sudhan ","ActivityEvent_Note":"Extended existing contract by 6 months, and singed a 18-month contract","ModifiedOn":"2024-09-22 06:58:36","ModifiedBy":"1a50c565-8525-11ea-a93b-0aa4c559f4ca","ModifiedByName":"Sri Sudhan ","Owner":"","CompanyTypeId":"5003"}}]

 

8. Product Management

8.1 Product Create

{"ProductId":"a7729eb6-3876-4b5c-be8d-5c74ff865bda","ProductAutoId":9,"ProductSku":"1020","Name":"Rome","Description":"Holiday package to Rome","StatusCode":0,"CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","CreatedOn":"2024-09-22 08:07:02","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ModifiedOn":"2024-09-22 08:07:02","ImageUrl":"","Category":"","Fields":[],"Price":0.0}

8.2 Product Update

{"Before":{"ProductId":"a7729eb6-3876-4b5c-be8d-5c74ff865bda","ProductAutoId":9,"ProductSku":"1020","Name":"Rome","Description":"Holiday package to Rome","StatusCode":0,"CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","CreatedOn":"2024-09-22 08:07:02","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ModifiedOn":"2024-09-22 08:07:02","ImageUrl":"","Category":"","Fields":[],"Price":0.0},"After":{"ProductId":"a7729eb6-3876-4b5c-be8d-5c74ff865bda","ProductAutoId":9,"ProductSku":"1018","Name":"Rome","Description":"Holiday package to Rome","StatusCode":0,"CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","CreatedOn":"2024-09-22 08:07:02","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ModifiedOn":"2024-09-22 08:08:25","ImageUrl":"","Category":"","Fields":[],"Price":0.0}}

8.3 Product Delete

{"ProductId":"a7729eb6-3876-4b5c-be8d-5c74ff865bda","ProductAutoId":9,"ProductSku":"1018","Name":"Rome","Description":"Holiday package to Rome","StatusCode":0,"CreatedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","CreatedByName":"Srisudhan ","CreatedOn":"2024-09-22 08:07:02","ModifiedBy":"d5d08e32-5ca9-11ea-8dd7-029e1407a868","ModifiedByName":"Srisudhan ","ModifiedOn":"2024-09-22 08:08:25","ImageUrl":"","Category":"","Fields":[],"Price":0.0}

 

9. Landing Page Submission

{"mx_Renewal_Date":"2024-09-22 00:00:00","mx_Application_Submitted_On":"2024-09-23 00:00:00","IPAddress":"14.143.245.30","LandingPageURL":"https://leadsquared59.viewpage.co/Landing-Page-02","LandingPageId":"a889a1d5-4ebb-11e8-b16e-02bf1924461c","mx_Country":"India","mx_State":"Karnataka","mx_City":"Bengaluru","UserAgent":"Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/129.0.0.0 Safari/537.36","Attachments":"[]","ProspectID":"6371c709-a28c-4539-bcbd-4947f10ca8f0","ProspectStage":"Prospect","Source":"Referral Sites","SourceMedium":"","SourceCampaign":"","Score":"6","EngagementScore":"0","OwnerId":"3b1041fb-8374-11e7-8758-0a106ee76b21","OwnerIdEmailAddress":"t20170817174751@leadsquared.com","EmailAddress":"peggycarter@example.com","FirstName":"Peggy","LastName":"","Phone":"+91-9988776611","Mobile":"","QualityScore01":"","ProspectActivityName_Max":"Form Submitted on Website","ProspectActivityDate_Max":"2024-09-23 09:20:21","StageRottingFlagLevel":"","StageRottingFlagStatus":"","StageRottingFlagMessage":"","StageRottingFlagModifiedOn":"","ProspectAutoId":"1813","ConversionReferrerURL":"https://in21.leadsquared.com/","SourceReferrerURL":"https://in21.leadsquared.com/","SourceIPAddress":"14.143.245.30","LeadLastModifiedOn":""}

 

Any Questions?

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

Manage Company Profile

/4 Comments/in , /by

1. Feature Overview

On the Company Profile page, you can update your organization details. The values you enter here will be applied to your LeadSquared account. For e.g., Company Name and Address are used in the footer of emails to meet Can-Spam guidelines. Once you update these details, they will reflect across all emails.

 

2. Prerequisite

You must be an Admin user of your LeadSquared account.

 

3. Manage Company Profile

  1. Navigate to Settings>Profile>Company Profile.
  2. Click Edit, and update the desired fields.
  3. Once you’re done, click Save.

Note: 

  • All phone numbers in your LeadSquared account will be displayed with the selected Phone Number Format.
  • LeadSquared’s default currency is US Dollar ($). The selected currency type will be applied to the Sales Activities your users post.
  • The selected Date Format will be applied to all the users in your account.
  • The selected Time Zone value is user specific except in reports that capture company level data. For example, a Bangalore sales user’s time zone is different from a user in Singapore.

LeadSquared - Managing Company Profile

 

FAQs

Why is the date format showing as yyyy-mm-dd in Mail Merge? Why is the date format incorrect in emails, automation, or templates? Why does Mail Merge not follow my company’s date format? Why are dates in YYYY-MM-DD format instead of DD-MM-YYYY or MM-DD-YYYY?

When using Mail Merge (for example, in emails, automation, tasks, etc.) dates may appear in the yyyy-mm-dd format, even if your Company Profile has a different date format. This happens because the system stores date values in the backend database in the standard yyyy/mm/dd format, and Mail Merge pulls them directly from the database.

Can I change the Mail Merge date format?
No, this is the default system behaviour and cannot be modified.

 

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!

Mobile Cloud Calling Set Up for Tata Teleservices

/0 Comments/in , /by

1. Overview

This article will help you set up Tata Teleservices with LeadSquared Mobile Cloud Calling connector

 

2. Prerequisites

Before integrating your telephony provider, you must read the prerequisites and install the connector, referring to this article: Mobile Cloud Calling.

 

3. Set Up for Tele Teleservices

1) Click2Call API

Navigate to the Click to Call Set-up screen to configure the Tata Teleservices Click2Call API –

Method API
Post https://api-cloudphone.tatateleservices.com/v1/click_to_call/{auth_token}

In Body, pass the following payload –

Parameter Description
agent_number
  • Agent number to dial from.
  • Map it to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
destination_number
  • Lead number to whom the call is dialed.
  • You can map this variable to “@CustomerNumberWithoutCountryCode”.
caller_id
  • Virtual Number or DID from Tata Teleservices.
  • In the example below, this variable is mapped to “@{User:mx_Custom_1}” – this custom field must be set to the applicable value for all users who are going to use mobile calling.

tata telesevices click2call api config

In the Headers, pass –

Key Value
Content-Type application/json

tata telesevices click2call api config headers

Response Mapping for Tata Teleservices Click2Call API  –

Key Value Mapping
success
true
 Consider As Success

tata telesevices click2call response mapping

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the Tata Teleservices Incoming Agent Pop-up API.

Method API
POST https://cloudphone.tatateleservices.com/api/v1/crm/dialer/Leadsquared/inbound/popup

In Body, pass the following payload –

Parameter Description
agent_number
  • Agent number to dial from.
  • Map it to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
caller_id
  • Virtual Number or DID from Tata Teleservices.
  • In the example below, this variable is mapped to “@{User:mx_Custom_1}”

tata telesevices incoming agent popup api config

In the Headers, pass –

Key Value
Content-Type application/json
Authorization Pass the token, this is account-specific and should be unique for each customer’s Tata Teleservices account.

tata telesevices incoming agent popup api config headers

Response Mapping for Tata Teleservices Incoming Agent Pop-up API  –

Key Value Mapping
customerNumber
""
 Consider As Data
MonitorUcid
""
 Consider As CallSessionId
status
success
 Consider As Success

tata telesevices incoming agent popup response mapping

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the Tata Teleservices List All DID Numbers API.

Method API
GET https://cloudphone.tatateleservices.com/api/v1/crm/dialer/Leadsquared/fetch/did

In the Headers, pass –

Key Value
Authorization Pass the token, this is account-specific and should be unique for each customer’s Tata Teleservices account.

tata telesevices list all did numbers api config with headers

Response Mapping for Tata Teleservices List All DID Numbers API  –

Key Value Mapping
did_list
""
 Consider As Data
status
success
 Consider As Success

tata telesevices list all did numbers response mapping

 

Any Questions?

If you have a question this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts.

Telephony FAQs & Troubleshooting

/0 Comments/in , /by

1. Feature Overview

This article will help you troubleshoot issues relating to the LeadSquared Telephony feature.

 

2. Prerequisites

  • You must be an Administrator user to access connector configurations and settings.
  • Some technical experience is required to understand the format of the data and configure the connector with your telephony provider.
  • The table below outlines the distinction between APIs/URLs provided by LeadSquared and those provided by your telephony provider. LeadSquared’s APIs/URLs are accessible through the UTC configuration page, while your telephony provider’s APIs must be obtained directly from them. If you encounter any issues with an API, please get in touch with the respective API owner.
LeadSquared APIs Telephony Provider APIs
Call Route API (Lead/Opportunity routing) –

The Call Route API directs incoming calls from existing leads to the corresponding Lead or Opportunity owner in your LeadSquared account.  

Note: LeadSquared does not automatically route calls to owners. Instead, it provides the Lead/Opportunity Owner details to your telephony provider, who then routes the call accordingly
 Click2Call API – The Click2Call feature allows your sales reps or agents to initiate outbound calls by simply clicking on a lead’s phone number in the Manage Leads or Lead Details pages
Agent Popup API – This API logs all inbound and outbound calls made through your telephony account into LeadSquared, ensuring comprehensive call tracking. Agent Panel URL – Agent Panel URL allows you to embed your provider’s Softphone into LeadSquared. 
Call Log API – All inbound and outbound calls made through your Telephony account can be logged in LeadSquared by setting up Call Logs Call Disposition – Call disposition allows users to record specific information related to a phone call once it ends.
Single Sign–On API – This API enables embedding LeadSquared within your telephony provider’s portal. 

 

3. General Telephony Issues

1. Are API rate limits applicable to telephony/UTC?

The V2 API rate limits do not apply to telephony/UTC APIs. However, since telephony is a shared infrastructure between multiple accounts: in case of an extremely high number of concurrent requests, there is a possibility of throttling the requests via rate limiting, please contact support@leadsquared.com for details.

2. Can I restrict leads from being created on inbound calls from unknown numbers?

Yes. Navigate to Settings>Telephony>Telephony Settings>General Settings and enable Ignore inbound calls.

ignore inbound calls

3. Can I restrict leads from getting created on outbound calls to non-existing numbers?

Yes. Navigate to Settings>Telephony>Telephony Settings>General Settings and search for Configure telephony ignore rules. Click on Configure and select Call Log under the Outbound Rule(s) dropdown. Once done, click Save.

outbound rules

4. Why is the Opportunity Route API returning an empty response?

It could be due to one or more of the following reasons –

  • Make sure Opportunity is enabled on your account.
  • Check if the Opportunity owner is System – in this case, no phone number will be returned.
  • Opportunity Route works only on Open Opportunities; if the status is Won or Closed, you will receive an empty response.

5. Why is the lead source for an inbound call not being reflected?

Verify the entity modifying the lead source: If it is the Agent Pop-up, make sure the Lead Source field is part of the Agent Pop-up Form.

agent pop up lead source field

6. Why is my telephony provider not receiving traffic from LeadSquared?

This can happen if the provider has restrictions on incoming traffic in their firewall. The provider must whitelist LeadSquared IPs. Reach out to support@leadsquared.com for the list of IPs.

7. How to enable Opportunities for Telephony?

  1. To enable Opportunities in your account, please reach out to your account manager, or write to support@leadsquared.com.
  2. From the Advanced Configuration settings page, the Enable Opportunity – Telephony setting must be enabled. To know more, please refer to Organization Settings – Advanced Configuration.

For more information, read the article Opportunity Integration in Telephony.

8. In the case of inbound and outbound calls, which number is the lead’s and agent’s?

  • Inbound Calls – The Source Number is the lead’s number and the Destination Number is the agent’s number.
  • Outbound Calls – The Source Number is the agent’s number and the Destination Number is the lead’s number.

9. What should I do if I experience call drops during a session? 

Call drops are typically caused by issues on the telephony provider’s end. Please contact your provider’s support team for more help in resolving the issue.

10. How can I improve call quality during my calls? 

Call quality issues are often related to your telephony provider. We recommend contacting your provider’s support team to investigate and address the problem.

11. Why is a Lead First Assigned to “System” and Then Reassigned After a Call? Why is my lead assigned to “System” when captured through a missed inbound call?

When a lead is created via a missed inbound call, it is initially assigned to System because no user was available to answer the call at that moment. The system automatically reassigns the lead to the respective activity owner after a successful inbound or outbound call. This ensures the lead is assigned to the user who last interacted with them.

Also, this is true for both inbound and outbound calls. Regardless of whether the lead calls in again or a user calls the lead, the ownership updates to reflect the latest interaction.

Example Scenario:

  1. A lead is captured in the system through a missed inbound call and assigned to System.
  2. The lead places another call, which is answered by User 1.
  3. The system automatically reassigns the lead to User 1 after the call.

This is the system’s default behavior and ensures leads are assigned to the correct user based on the most recent interaction.

 

4. Agent Popup

1. Why is the Agent Popup not displayed?

Verify Connector Configuration

Ensure the Agent Popup is enabled on the connector configuration page. The settings may differ based on your telephony provider. Check that the Agent Pop-up API is correctly configured and activated. This example pertains to the Universal telephony connector –

agent popup

Check API Calls

Verify that your telephony provider is correctly calling the Agent Popup API. If the API is not being called, the popup will not appear. Navigate to Settings>Telephony>Telephony Logs to check the status. 

log data success agent pop up utc

log data success agent popup utc

Check User Profile Settings

For admin users: Ensure that the Show Phone Call Popup setting is enabled in the user’s profile by navigating to My Profile>Manage Users. 

Enable Show Phone Call Popup

For non-admin users: Ensure that the Show Phone Call Popup setting is enabled in the user’s profile by navigating to My Profile>Personal Details.

non admin user show phone call pop up

Verify Agent Phone Numbers

Confirm that agent phone numbers are correctly added to their profiles. If the agent’s phone number was changed recently, it could take some time for the cache to be updated, please report to support@leadsquared.com. 

troubleshooting agent popup

Verify Lead Phone Numbers

Check the format of the lead’s phone number to ensure it is correct. If country code is specified, it should be in the +CC-PhoneNumber format. If not using CC, send only the phone number in the request.

Verify User-Agent Mapping in UTC

Instead of the agent’s phone number, if the agent has to be identified via a unique identifier (email, extension, etc.), please configure user-agent mapping in the UTC connector for each agent. Verify that the value configured for the agent is being sent in the AgentId parameter in the agent popup API requests. This mapping helps identify the correct agent when the Agent’s Phone Number or Source Number is not stored in LeadSquared. 

LeadSquared Telephony Integrations

Ensure Dynamic Forms Configuration

Note that opportunity-level agent popup is supported only via Dynamic/Custom Forms. The default agent popup does not support opportunities. Make sure you have set up a Dynamic Form for Opportunity Telephony. 

opportunity dynamic form

Web Socket Traffic Blocked

The Agent Popup might not be displayed if web socket traffic is blocked by your firewall. Please contact support@leadsquared.com for assistance. 

Clear Browser Cache

This issue could also be due to a problem with the browser cache. Clearing the cache should resolve the problem.

If you have checked all possible issues and the Agent Popup is still not displayed, we have an Auto-Retry and Manual Retry mechanism for the Agent Popup. For more information, please reach out to our support team – support@leadsquared.com. 

2. Why are multiple Agent Popups being displayed?

By default, the Agent Popup appears on all open browser tabs. To restrict the popup to only the active LeadSquared tab, follow these steps: 

Ensure that your telephony provider is not calling the Agent Popup API multiple times, as this can also cause multiple popups to appear.

popup multiple tabs

3. Why is there a delay before the Agent Popup appears?

In the API logs, check the timestamp of the agent popup API request to determine if the delay is from the provider’s end.

4. Why is phone number masking not working?

Verify if phone number masking has been applied correctly via permission templates.

5. Does the agent popup support lead ID?

Yes. The parameter to be used is LeadId. Use the parameter @leadId .

6. Does the agent popup support Opportunities?

Yes, Agent Popup supports Opportunities. The configuration may vary depending on the call direction. Refer to Opportunity Integrations in Telephony for details or UTC Feasibility.

utc feasbility for opportunities

7. Does the agent popup support OpportunityID? 

No, It supports OpportunityTelephonyMappingId.

8.  Why is the agent popup showing lead details instead of opportunities?

  • Verify if Opportunity Telephony is enabled for your account.
  • Ensure that @OpportunityTelephonyMappingId is correctly passed in the request.

9. Can the customer’s telephony provider call LeadSquared’s APIs at particular events? If so, does the provider only support GET requests?  

The customer should have a custom code and call LeadSquared’s API to retrieve lead details by phone number. The provider should open the lead details URL when the call connects. 

10. Can the customer’s telephony provider call LeadSquared’s APIs at particular events? If so, does the provider only support POST requests? 

Yes, And, If the customer wants this ability for both inbound and outbound calling. Then, the customer’s telephony provider should support calling LeadSquared’s Agent pop-up API in case of call events like Call Ringing or Call Connected. 

11. Is sharing a lead with another agent (non-lead owner) possible via agent popup?

Yes. To configure this option, read our help article on Entity Share Option for Telephony.

12. How does the customer’s telephony provider identify an agent? 

  • Through Email/SIP ID/Extension: User-agent mapping needs to be configured. The identifier should be passed in the Agent ID parameter, which takes priority over the agent’s number.
  • Through phone number: Pass the agent’s number in the Source or Destination numbers based on the direction of the call. 

13. I’m using a custom form for the Agent Popup, but it forces me to create an opportunity before displaying the form. How can I restrict this? 

Navigate to Settings>Telephony>Telephony Settings>General Settings and configure the Configure Agent Popup Grid option to disable Opportunity Grid. If you still require assistance, please contact support@leadsquared.com.

disable opportunity agent pop up grid

 

​​​​5. Agent Panel

1. Why is the Agent Panel not displayed?

For admin users: Ensure that the Is Softphone Enabled setting is enabled in the user’s profile by navigating to My Profile>Manage Users.

enable softphone

For non-admin users: Ensure that the Is Softphone Enabled setting is enabled in the user’s profile by navigating to My Profile>Personal Details.

user is soft phone enabled

Verify Agent Panel Settings: Confirm that the Agent Panel is enabled in the Agent Panel Settings within UTC.

agent panel

2. Can we customize the Agent Panel?

Yes, at present, the following customizations are possible:

  • Enable Agent Panel – You must enable this option for the Agent Panel to show up.
  • Show On Top – The panel will be displayed on top and all other windows will be behind.
  • Hide Scale Button – Hides the magnifying option.
  • Panel URL – You can configure external URLs.
  • Panel Permissions – You must allow at least geolocation and microphone for the panel to work.
  • Panel Title, Height, Width – Adjust the panel’s title, height, and width.

agent panel

3. Why is the Agent Panel not loading?

The origin application should allow itself to be embedded within an external iframe. If not, the panel will not load (e.g. google.com). Check if the X-Frame-Options in the provider’s app allows this. 

4. Does the Agent Panel URL support mail merge?

Yes, the Agent Panel URL supports standard user mail merge fields. For more details, visit Agent Panel Mail Merge Fields.

agent panel mail merge

5. Why does my VoIP call end when I refresh the page? 

When you make a computer-to-computer call (VoIP) and refresh the page, the connection will break – this is a known issue. There are workarounds available for a few connectors like Ozonetel and CTM, for help, contact support@leadsquared.com.

6. Does the customer’s telephony provider have a web app that can be used as a softphone? 

Yes, the web app can be used as a softphone, but it needs to be integrated into LeadSquared’s Agent Panel. Relevant permissions for the iframe must be provided under the Agent Panel configuration. 

  • For Single Sign-On (SSO) or authentication: 
    • By default, separate logins are required for LeadSquared and the Agent Panel. 
    • Third-party authentication (OAuth2, etc.) is not available. 
  • If the telephony provider has user-level tokens for authentication, these can be stored in a user field and mail merged into the iframe URL. The provider will need to handle authentication on their end. 

 

6. Call Log

1. The customer is using international calling. When a call log gets posted, +91 gets prefixed as the country code. How do I ensure the correct country code is prefixed?

For international calling, custom formatting logic needs to be enabled. This can be configured through the backend, please contact support@leadsquared.com.

2. Does call log support opportunities?

Yes. The configuration for this can change based on the call direction. Refer to Opportunity Integrations in Telephony for details or UTC Feasibility.

utc feasbility for opportunities

3. When there is an Opportunity, will the call log be posted on the Lead or Opportunity? 

  • Outbound call – If the provider passes the OpportunityId back to LeadSquared, it will be posted on the Opportunity.
  • Inbound call – In this case, the provider must have called LeadSquared’s Agent Popup API with the same Call Session ID for the call log to be posted on the selected opportunity in the popup.

4. Why are calls not being displayed in Activity History even though I can see them in the Manage Activities screen?

  • Activity History will only show successful or voicemail calls – failed calls will not be shown.
  • Make sure Phone Call Activities are enabled in the Activity History tab on the Manage Leads Details page.

activity history enabled

5. Why is the call log missing? I do not see activity being created on the lead. 

  • Check Telephony Logs: Verify that your telephony provider is correctly calling the Call log API by navigating to Settings> Telephony>Telephony Logs. If the API is not being called, the call log will not appear. 
  • Validate Request Data: Ensure the request data is valid. Common issues include incorrect Caller ID formats. 
  • Verify Call Log URL: Ensure the URL for posting the call log is correct. 
  • Consider Posting Delays: Sometimes, call logs are posted late by the provider. 
  • Check StartTime: Activity is based on the StartTime value in the API payload, not when the log is received. StartTime should be in IST; use StartTimeUTC for UTC values. 
  • Validate Phone Number Format: Verify that the telephony provider is passing the phone number in the correct format within the call log. An incorrect format can prevent the log from being recorded. If a country code is included, ensure a hyphen separator is used, such as +91-9611795983.

6. What is the time format of StartTime parameter in Call log API? 

Call log API expects StartTime to be in IST by default. If you need to post it in UTC time, please use the StartTimeUTC parameter instead. 

7. Does the call log support LeadId, OpportunityId, and OpportunityTelephonyMappingId?

Yes, it supports all three.

8. What is the difference between Raw Call Status and Call Status?

Raw Call Status is the actual value passed by the provider, while Call Status is the converted/mapped value in LeadSquared.

9. Why is an inbound call being displayed as outbound in the activity history?

Verify that the value of the Direction property in the call log request is Inbound. All other values get converted to outbound.

10. The phone number in the customer’s account is not unique. If there is more than one lead with the same phone number, how do I ensure that the call log does not create an activity for both leads?

  • The call log will post an activity against the most recently modified lead.
  • If the lead ID is passed in the call log request by the telephony provider, then the activity will be created only on that lead. Pass the lead ID as a mail merge parameter in the Click 2 Call URL and the same can be passed back by the provider for outbound calls. There is no way to ensure this for inbound calls.
  • You can also set phone control to avoid creating duplicate leads.

11. Why is the call log failing with this error message “Duplicate entry <number> for key ‘UQ_Prospect_Base_Phone'”?

Navigate to Settings>Telephony>Telephony Settings>General Settings and enable Enable leading zeros in phone type lead fields.

12. Why is a missed call being reported as voicemail?

This is dependent on the direction of the call. Verify if the call direction (inbound/outbound) is being sent correctly.

13. Why am I unable to play or download call recordings?

Here are some things to check: 

  • Access Issues: Confirm that you have the correct permissions and access the recording URL. 
  • URL Security: Make sure the recording URL uses HTTPS, as some browsers require this for secure access. 
  • Provider Confirmation: Verify with your telephony provider that the recording was successfully sent. 
  • Delay in Delivery: Be aware that there may be delays in receiving call recordings from your telephony provider.

14. Why am I not able to play or download call recordings in Chrome and Edge browsers?

Check if the recording has insecure (HTTP) URLs. Google Chrome and Microsoft Edge only support HTTPS URLs.

15.  I have sent call notes in the call log request but I am not able to find them in the UI or via the advanced search. Why?

The call/activity notes field is a system field for which the setting to display in the advance search form is restricted. An alternative is to use a custom field with the display name as call notes. This will show on the UI and is searchable as well.

16. Why is the lead getting reassigned to a different agent after an inbound call?

Check if there is an Automation that is triggering this.

17. Can I map the source number in inbound calls to the lead’s mobile number instead of the phone number? I do not want to create a duplicate lead if the source matches the mobile. 

By default, we check the lead’s phone as well as mobile numbers before creating a lead 

18. Why did the call log API change the owner of the lead when an outbound call was made by an agent?

​​​​If the owner of the lead is System and an agent makes an outbound call to this lead, the call log API automatically makes this agent, the new owner of the lead. If you would like to override this default behavior, contact support@leadsquared.com.

19. Why is the call recording duration not matching the call duration in the activity?

Check the Telephony Logs for the call log request. The call duration and the recording are both pushed by the provider. If there is a mismatch, you will need to contact your telephony provider.

20. I need to pass additional data/custom fields in the call log. How do I proceed?

Apart from the defined fields, LeadSquared supports up to five custom fields currently. Telephony providers can use the following parameter names – mx_Custom_10, mx_Custom_11, mx_Custom_12, mx_Custom_13, mx_Custom_14. You can assign Display Names for them, and they are also searchable in advanced search.

custom mapping

21. How does the provider’s call status map to our system’s call statuses? 

  • When the provider sends “answered”, “answer”, or “received”, it is mapped to Answered status on our end. 
  • When the provider sends “voicemail”, it is mapped to VoiceMail status on our end. 
  • When the provider sends “rejected”, it is mapped to Rejected status on our end. 
  • When the provider sends “cancel” or “missed”: 
    • For inbound calls, it is mapped to Missed status. 
    • For outbound calls, it is mapped to NotAnswered status. 
  • For all other statuses, we show CallFailure on our end. 

22. Why is the outbound call activity shown as “system”?
When a lead is created through a missed call activity and no users are available at the time, the system automatically marks the activity as “system”. This is the default product behaviour.

23. How to Capture DTMF and IVR Digits Pressed by Callers in LeadSquared?

  • Scenario: You want to capture DTMF values (digits pressed by callers in the IVR) and store them in the Phone Call Activity for leads.
  • Solution: You can achieve this by enabling Custom Call Log Mapping through the UTC Connector. Follow these steps to configure it:
    1. Navigate to UTC Connector in LeadSquared. You must set this up in the default instance.
    2. Locate the Call Log API section and enable Custom Mapping.
    3. Under Custom Mapping, select the Custom option to capture additional data provided by your telephony provider.
      1. You can use the fields mx_Custom_10 up till mx_Custom_14 as these are activity fields reserved for telephony data. Add an appropriate display name, e.g., “Dialled Digits”.
      2. Now your telephony provider can provide the data through the schema name you’ve used.

Mapping Data to Lead Fields:
If you want to capture this data in a Lead Field, you can use Automation. Set up automation to transfer data from the activity field to the lead field using the Mail Merge option.

LeadSquared Telephony Integrations

 

7. Click 2 Call

1. Does the Click2Call URL support the passing of custom headers in the request?

Yes, as long as they are not part of the standard browser HTTP headers list.

2. Does Click2Call support mail merge parameters?

Yes, Click 2 Call supports mail merge for standard user and lead field parameters. For more information, read, Click 2 Call Mail Merge Fields. 

c2c param

3. Why does Click 2 Call show an error?

  • Check Telephony Logs: Review the Telephony Logs for details. 
  • Verify Provider Response: The Click2Call APIs are managed by your telephony provider. Ensure that the response message from the provider matches the expected configuration keyword. 

4. Why am I seeing “Failed to initiate call” or “Call not connected” errors? 

Here are some things to check: 

  • Permissions: Verify that you have the required permissions set up with your telephony provider. 
  • Login Status: Ensure you are logged into the telephony provider’s portal. 
  • Agent Phone Number: Confirm that your agent phone number is correctly added and configured. 
  • Availability Status: Check that your status is set to “Available” in the telephony provider portal. 
  • Mapping Accuracy: Ensure that the phone number and email are correctly mapped in the telephony provider’s system. 
  • API Issues: Investigate potential issues with the telephony provider’s API that might affect call initiation. 
  • Duplicate Calls: Avoid making multiple calls to the same lead, as this can cause errors. 
  • DND Status: Verify that the lead is not marked as Do Not Disturb (DND). 
  • Number Restrictions: Note that calls to Alaska numbers may be blocked by CTM. 
  • Virtual Number: Ensure the virtual number is correctly mapped in the connector, functioning as expected, and has not expired. If the number has expired or is not working as expected, contact your telephony provider for further assistance.

5. Why does the Click 2 Call feature show a blank screen?

If you are using UTC, check if the instance for which Click 2 Call is configured has been set as the default instance.

c2c mark instance default

6. Why is Click 2 Call not picking up the old virtual number and not the updated one?

After updating and saving the virtual number, save the Click 2 Call configuration. You might also need to log out and log back in.

7. Is it possible for Click 2 Call to support both Indian and international numbers in the same account?

Yes, contact support@leadsquared.com to enable formatter logic. Click 2 Call will then use the format +CC-PhoneNumber for calling.

8. Can I filter virtual numbers? 

Yes, it can be done through Team Assignment.

utc assignment

 

8. Call Disposition

1. Why is the agent email address not being mail merged?

It is not supported by default. To enable it, contact support@leadsquared.com.

 

9. Call Route

1. Can the Call Route API return additional details of the agent and not just the phone number?

Yes, pass agentInfo=true in the Lead Route V2 API. This will return additional details of the agent.

2. Why is the sticky agent feature not working as expected? 

The sticky agent issue may arise due to several factors related to the provider’s workflow. Below are some potential reasons: 

  • The provider’s workflow is not handling empty responses properly. 
  • The originally assigned agent was busy, so the call was redirected to another agent according to the workflow. 
  • An incorrect phone number (8-digit) was sent by the provider, causing the routing to fail. 
  • The provider is routing calls to the wrong agent. 

We recommend reviewing the provider’s workflow and ensuring the correct parameters are being sent and handled

 

10. Ozonetel Telephony Connector

Note: Since Ozonetel now only supports their CCAAS offering, this connector is no longer supported. We recommend integrating CCAAS via UTC Generic. 

1. Is bulk add-to-campaign action supported (for over 200 numbers)?

Yes, this is supported.

2. I need to support opportunities. How do I proceed?

  • By passing OpportunityMappingId in the UUI parameter. Prefix OM$ before the value.
  • By passing OpportunityId in the UUI parameter. Prefix O$ before the value

Refer to Opportunity Integrations in Telephony for details.

3.  How do I pass lead ID?

Pass the lead ID in the UUI parameter. Prefix L$ before the value.

4. I want to add custom mail merge parameters to my Click 2 Call request. Is it possible?

This can be done through the backend, please contact support@leadsquared.com. Please note that any change made via the backend would be lost if the configuration is saved in the connector UI.

5. I want the agents to see only the virtual numbers (campaigns) assigned to them when making calls. Is this possible?

Yes, the campaign needs to be saved in one of the user custom fields. The connector Click 2 Call setting then needs to be updated to enable the filtering of virtual numbers by this field.

6. Ozonetel says that an older call disposition API is no longer supported after Aug 2021. Will the customer be affected?

We support the latest version of the Call Disposition API.

7. Why did my automation card for “Send to campaign” fail?

Please check the response from Ozonetel, this should mostly be an error from their API.

8. Why is the call log being posted multiple times?

Please check if Ozonetel is pushing this more than once. There is also a backend flag to restrict multiple requests with the same UCID, please contact support@leadsquared.com.

9. I have multiple automation cards pushing the lead to the same campaign. How do I ensure that there are no duplicates?

  • Make sure that the “Check Duplicate” flag in the connector configuration is on.
  • If this has been enabled recently, the changes may not have been reflected because of caching issues. Please log out and log in.

10. Why did the lead owner get changed automatically after an inbound call?

Check the telephony logs. There have been instances where Ozonetel has passed some data in the call log with a lot of arrows to indicate call transfers. You will need to get in touch with Ozonetel.

 

11. Exotel Telephony Connector

Note: We recommend integrating Exotel via UTC Generic.

1. Why don’t I see call logs in LeadSquared even though Exotel has posted them from their end? 

Exotel has a client-side timeout limit for API requests. Many of their requests time out even before reaching our load balancer. We have discussed this with them and they have increased this limit on their end.

2. Is there an async version of the call log API available?

Yes, the Exotel call log API supports this. To use the async version, the Enable Async APIs for Telephony (Capras) setting needs to be enabled in the Telephony General Settings. For more details, see Post a Call Log Async API.

3. Can I use international numbers in the CallerId (Virtual number) field?

Yes, Allow International formats for Exotel Virtual Numbers is an opt-in feature in the Telephony General Settings.

4. Why is the agent popup failing with this message “Agent Popup Not broadcasted”?

Check the call status. For the Agent Popup to work, the call status should be busy.

 

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!

Writing Expressions using SIERA Expression Builder

/4 Comments/in , /by

1. Feature Overview

This article helps you understand the process behind writing Expression through the SIERA Expression Builder. Admins can create custom expressions that can be used to easily retrieve and manipulate data on any report.

Note: This article will only explain the expression-building process. To find a list of expressions you can use, read this article – SIERA Expression Builder.

 

2. Prerequisites

SIERA is a paid feature. To enable it for your account, contact your account manager or support@leadsquared.com.

 

3. Filter Hierarchy in SIERA

Before you start writing expressions in SIERA, it is important to understand how filters work in SIERA and their hierarchy.

SIERA supports filters at the data level. Sometimes, you might expect SIERA to execute filters in one order, but the order of operations dictates that they be executed in a different order – which gives you unexpected results.

SIERA follows the current filter hierarchy from top to bottom –

 

SIERA filter hierarchy

 

4. Example Use Case

We’ll use a couple of use cases to showcase the process –

4.1 Example 1

Build a report that gives total leads and conversions from all Sources in the last month.

Data Source – We’ll use the Lead Data Source to build our report. The Lead Data Source has all the lead information but you can’t filter the Data Source here.

Report Filter – We’ll need to filter for last month’s leads. We can use the filter of Created On (this field stores the lead created date) and set the value to Last Month. This is our 2nd level of filter and will be applied first (as there is no Data Source filter). Using this filter will bring only leads created in the last month in the query and a lead not matching the criteria will be ignored in the report.

SIERA Report Filter

Setting Dimensions – Now add Lead Source as a Row Grouping. This step adds each Lead Source as a row. This is our 3rd level of filter. This filter will be applied after the Data Source Filter and Report Filter. And, will be applied in each row. For instance, in the below screenshot, the first row is ‘Trade Show’. Any measure added will be filtered for ‘Trade Show’ in the corresponding row.

SIERA Setting Dimensions

Adding Measures – Now, in the values section let’s add our measures. We will add the following measures –

  1. Total Leads – CountDistinct(`Lead.ProspectID`)
  2. Leads Converted – CountDistinctIf(`Lead.ProspectID`, `Lead.ProspectStage` in ['Paid', 'Customer'])

The first expression has a count function and no condition (this means no filter in this expression). While the second expression has a condition of Lead.ProspectStagein ['Paid', 'Customer'](this has a filter of Lead Stage either Paid or Customer).

All of the filters applied in the data source are in the order of –

  1. Data Source Filter – No filters (all lead data)
  2. Report Filter – Leads created in the last month
  3. Dimension Filter – Each row is filtered by a Lead Source
  4. Measure Filter – The first measure has no filter while the second measure has a filter of the lead stage. This is applied at the end of each row.

 

4.2 Example 2

Let’s consider the above example, but focus on leads from India.

Let’s say this data is stored in a lead field mx_Country – to get the report we need to apply this filter. This can be applied as a Report Filter, Dimension Filter, or Measure Filter (currently custom data sources cannot be created, hence we cannot add a filter at the Data Source level).

 

5. Writing an Expression

Now that we understand the order of operation of filters, we can begin to create expressions.

Expressions in SIERA are of 3 types –

  • Aggregated Expressions – An aggregate expression uses an aggregate function to summarize a selected metric. These include expressions like Count, CountDistinct, Sum, Min, Max, and Avg.
    • For example, if we want to get a count of leads, we can use the expression Count(<field name>). 
  • Conditional Expressions – Conditional expressions use aggregate functions along with conditions.
    • For example, if you want to Count leads only if they are from Google and Facebook, using an expression of Count() will not work. In this case, we can use CountIf(<condition>).
  • Calculated Values – Calculated Values are a combination of 2 or more expressions (aggregated or conditional) on arithmetic functions like +, –, *, or /.
    • For example, if we want the percentage of leads from Google and Facebook over total leads, we can use (Countif(<condition>)/Count(<field name>))*100. Calculated Values do not support drill-down in the reports or dashboards. 

For more details on the aggregated functions supported and their syntax, you can read the Expression Builder – functions and syntax page.

 

Consider this table as an example –

siera count vs countdistinct

The table has data on Phone calls on leads. Phone calls can be of 2 types – Outbound and Inbound, and multiple calls can be done on a lead. Since each row represents one call, the values in the Activity Id column are unique – while ProspectId can be repeated (as multiple activities can be done on a lead).

Now, if we have to count the total calls made, we can use either of the following expressions –

Count(`ActivityId`) or CountDistinct(`ActivityId`)

If we want to count unique leads where the calls have been made, we will have to use Count Distinct –

CountDistinct(`Prospect Id`)

Note: Count calculates rows, while CountDistinct removes duplicates first and then counts the rows. So while counting unique leads, CountDistinct will remove the 2 instances of Dora Brown and count it as 1.

 

7. Counting Leads, Activities, Tasks and Opportunities in SIERA

  • To count leads:
    • Display name – Prospect Id
    • Data source name – Leads
    • Example – Count(`Leads.Prospect Id`)
  • To count tasks:
    • Display name – TaskId
    • Data source name – All Tasks
    • Example – Count(`All Tasks.TaskId`)
  • To count activities:
    • Display name – ActivityId
    • Data source name – All Activities
    • Example – Count(`All Activities.ActivityId`)
  • To count opportunities:
    • Display name – Opportunity Id
    • Data source name – All Opportunities
    • Example – Count(`All Opportunities.Opportunity Id`)

 

8. Metafields in SIERA

Some special fields, like metafields, need special handling – especially when writing expressions. Fields like Activity Name, Opportunity Name, User Name, and Task Type are examples of metafields.

Here’s why metafields are different –

Take an example of a field like City. Let’s say we change a dropdown option from Madras to Chennai. Changing the name will not change the field value for all the leads where City was set to Madras.

However, take Activity Type for instance. If we were to change the name of an activity from Meeting to Physical Meeting, this would change the activity name in all places where the activity was Meeting to Physical Meeting.

This happens because in the database, the value of Activity Type against each lead is not the display name, but a different field –

meta fields in siera 1

meta fields in siera

In the above example, the activity table has a field – ActivityEvent which is mapped to the display name of the Activity in a separate table. This is an example of a metafield. This is why changing the display name of the activity changes the values across the system, however, changing the value of a field like Lead Stage will not.

In the system data sources provided in SIERA, the meta fields have been handled in fields and groupings. This means, that if we search for Activity Type in an activity data source, we will find the fields.

meta fields in siera activity type

However, the metafields work differently in Expression Builder. Expression Builder works on the core database which doesn’t contain metafields display names.

Let’s say we want to write an expression that counts activities when the Activity is Auction and Interview Scheduled. As there is no field called Activity Type in the core database, we can’t use the condition of ActivityType. Instead, we need to use the condition through their metafields.

Field Name Metafield Schema Name Display Name Entity
Activity Type ActivityEvent ActivityEvent Activity
Opportunity Type ActivityEvent ActivityEvent Opportunity
Task Type TaskType TaskType Task

From the table above, we now know the metafield for Activity Type is ActivityEvent. So the expression will be –

CountDistinctIf(`Activity.ActivityId`, `Activity.ActivityEvent` in [202, 103])

We are equating ActivityEvent with 202 and 103. To get the values corresponding to each Activity Type, navigate to Settings>Lead>Custom Activities & Scores and look for the column Code against the Activity Type.

siera expressions custom scores and activities 1

Note: To get the ActivityEvents for core activities, please reach out to siera.support@leadsquared.com

Similarly for Opportunity Type, you can go to Settings>Opportunities>Opportunity Types and use the column Code for writing expressions.

siera expressions custom scores and activities 2

 

9. User Fields in SIERA

The base tables in SIERA store the user IDs. User IDs are also meta fields and similar to the above, we will have to use their meta fields while writing expressions. There are multiple user fields for an entity, for example, in the Activity Data Source you will have –

  • Lead Owner
  • Lead Created By
  • Activity Owner
  • Activity Created By
  • Opportunity Owner
  • Opportunity Created By
  • Task Owner

To write expressions with user IDs, you can use the following mapping –

Field Name Metafield Schema Name Display Name Entity
Lead Owner OwnerId Owner Lead
Opportunity Owner Owner Owner Opportunity
Activity Owner OwnerId Owner Activity
Task Owner OwnerId Owner Task
Lead Created By CreatedBy Created By Id Lead
Opportunity Created By CreatedBy CreatedBy Opportunity
Activity Created By CreatedBy CreatedBy Activity

To get the values for the user IDs, export the user data from Manage Users, and refer to the column User Id.

 

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!

Integrate Property Finder WhatsApp With LeadSquared

/0 Comments/in , /by

1. Feature Overview

When a lead clicks the WhatsApp button on your Property Finder property listing page, their details are automatically captured, and a new lead is created in your LeadSquared account through this connector. The connector also generates a WhatsApp conversation link, enabling you to chat with the lead. Once the lead is created, leverage LeadSquared’s CRM features to work towards closing the deal.

UAE Property Listing Connectors LeadSquared WhatsApp

 

2. Prerequisites

 

3. How it Works

Through your Property Finder property listing page, leads can chat with your listing agents via WhatsApp. When a lead clicks this option, the connector pulls their details in real time to LeadSquared, and also creates a WhatsApp chat link. This link is posted under the Property Finder WhatsApp Enquiry activity on the Lead Details page. Your users can use this link to chat with the leads, ensuring that WhatsApp conversations are tracked and tagged correctly in LeadSquared.

  1. In LeadSquared, install the connector and select the users that can access it.
  2. Next, configure the connector. During this step, create the Property Finder WhatsApp Enquiry activity, and verify the field mapping.
  3. A webhook URL is generated. Contact your Property Finder (PF) account manager to integrate this URL into your PF account. Once integrated, lead details will sync between both accounts.
  4. Then, enable connector sync. This completes the setup. Every time a lead clicks the WhatsApp chat option, their lead details are captured in LeadSquared, and a WhatsApp chat link is generated.

 

4. Install the Connector

  1. Navigate to Apps>Apps Marketplace.
  2. Search for Property Finder WhatsApp, and click Install.
    • Alternatively, you can find the connector on the left panel, under Lead Capture.
  3. Once installed, hover your cursor over , and click Configure.

Property Finder WhatsApp LeadSquared integration

 

5. Configure the Connector

After installing the connector, configure access for non-admin users in your account on the Configure Property Finder WhatsApp pop-up if you want to give them access to configure it. Only users with granted access can view and use the connector under the Apps main menu.

  1. Select whether to grant connector access based on Role or at the Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, choose the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Access to the connector will be granted based on the value in this field (e.g., if the “Is Employee” boolean user field contains “Yes” for the user Sam, then Sam can access the connector).
  2. Once you’re done, click Save Details. Continue with the configuration by referring to the following sections.
Note: By default, all Admin users have access to the connector.

Property Finder WhatsApp LeadSquared integration

 

6. Admin Configuration

After installation, navigate to Apps>Property Finder Whatsapp to complete the connector set-up.

Bayut WhatsApp LeadSquared integration

6.1 Basic Details

Enter the following details –

Field Description
API Key Enter your Property Finder API Key here.
Lead Source Enter the lead source through which the leads were captured (e.g., Property Finder, email campaign, etc.). This detail will appear on the Lead Details page under Lead Source.
Default Country Code Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number.
Select Time Zone The time zone of your Property Finder account. This is set to Dubai by default.
Lead Capture Search By Criteria To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/phone number) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated. Otherwise, a new lead will be created.

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, the system will reattempt using the secondary Search By criteria.
Select User to Notify on Failure If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification Enable the Checkbox checkbox to ensure notification emails are sent to the selected user when there’s a failed query.

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

6.2 Mapping

After completing the basic settings, click Entity Options. All Property Finder WhatsApp fields are mapped to the corresponding LeadSquared lead fields by default –

Note:

  • FIRST, complete the Property Finder WhatsApp Enquiry Create Activity step.
  • Then, click Edit Mapping under Activity Entity and Lead/Contact Entity. Verify the mapping, and click Save & Close.
  • Both steps are mandatory. If you don’t complete the steps in the order listed above, the connector won’t work.
  • The Lead/Contact Sync Behaviour and Activity Sync Behaviour are set to Capture (Create and Update existing) Record by default. It is recommended you DO NOT change this.
  1. Activity Type(s) Definitions – Alongside Property Finder WhatsApp Enquiry, click Create Activity.
  2. Edit Mapping – Next to each action (Activity Entity and Lead/Contact Entity), click both the Edit Mapping buttons to verify the field mapping is accurate. Once verified, you must click Save & Close. This is mandatory.
    • If required, on the Edit Mapping pop-up, you can edit the field mapping –
      • To edit the default mapping field name, click the edit button , and under Mapping Key, update the field name.
      • To change the LeadSquared lead field to which the Property Finder WhatsApp field is mapped, click the edit button , and from the Lead Field dropdown, select the new lead field.
      • To mark a unique lead field as the search key, click unique icon.
      • To disable an existing field mapping, alongside the field, disable the slider Zoom.
      • Click the Update if Empty checkbox if you don’t want to update the value of a field every time the sync takes place.
        • This helps prevent re-updating fields like first name, last name, etc.
    • To map an additional field, click the Add Custom button, and add the new mapping field details.
    • If you want to capture any additional responses as part of the activity that’s posted on the lead, alongside Activity Entity, click Edit Mapping, and add the response on the Default Mapping for Activity pop-up.
  3. Once you’re done, click Save & Next.

Property Finder WhatsApp LeadSquared integration

6.3 Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. Provide the webhook URL to the Property Finder tech team, and they’ll use it to integrate your Property Finder account with LeadSquared. Once they confirm the webhook integration is live, click the More Actions button, and alongside Sync Status, enable the Slider slider. The connector is now live.

Note: After implementing the webhook in Property Finder, your users (sales reps) will no longer receive WhatsApp messages on their devices for Property Finder leads originating from WhatsApp inquiries.

Each time a lead clicks the WhatsApp button on the Property Finder property listing page, their details are captured in LeadSquared, and a WhatsApp conversation link is generated as part of the Property Finder WhatsApp Enquiry activity. Your users can use this link to chat with leads through WhatsApp.

Once you’re done, click Save & Next.

Note: On the More Actions menu, you can perform the following actions –

  • View Logs lets you view the logs of all the sync jobs that have taken place.
  • Sync Manually lets you perform a manual sync to transfer data between your Property Finder and LeadSquared accounts.

Property Finder WhatsApp LeadSquared integration

 

7. View Activities

To view the Property Finder WhatsApp Enquiry activity, navigate to Leads>Manage Leads, and click on the lead where the activity is posted. On the Lead Details page, view the activity under the Activity History tab.  You’ll also find the WhatsApp conversation link under this activity. Copy the WhatsApp conversation link, and paste it in a new web tab to begin the WhatsApp conversation with the lead.

LeadSquared Property Finder Integration

 

8. View Logs

Here, you can view logs of all the sync jobs that have taken place.

  1. Navigate to Apps>Property Finder WhatsApp, and click More Actions, and click View Logs.
  2. 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).
  3. You can view the sync status of the following events –
    • New Events – List of all the new payment activities posted in your account.
    • Errors – The list of unsuccessful payment activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  4. 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.
    • Successful responses will contain details of the leads pushed by Property Finder.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click 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.
  • The current Lead/Activity Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

google forms view logs

 

9. Other Actions

You can edit or delete the Property Finder WhatsApp connector that you created. To do this –

  1. Navigate to Apps>Apps Marketplace and search for the Property Finder WhatsApp connector.
  2. On the Property Finder WhatsApp connector, click Settings.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • Disable the connector
    • Remove the connector

Property Finder WhatsApp LeadSquared integration

 

10. View Reports

You can view the total number of leads that have been pulled from Property Finder WhatsApp, 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!

Integrate Bayut WhatsApp With LeadSquared

/0 Comments/in , /by

1. Feature Overview

When a lead clicks the WhatsApp button on your Bayut property listing page, their details are automatically captured, and a new lead is created in your LeadSquared account through this connector. The connector also generates a WhatsApp conversation link, enabling you to chat with the lead. Once the lead is created, leverage LeadSquared’s CRM features to work towards closing the deal.

LeadSquared Dubizzle Integration

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active Bayut 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

Through your Bayut property listing page, leads can chat with your listing agents via WhatsApp. When a lead clicks this option, the connector periodically pushes their details to LeadSquared, and also creates a WhatsApp chat link. This link is posted under the Bayut WhatsApp Enquiry activity on the Lead Details page. Your users can use this link to chat with the leads, ensuring that WhatsApp conversations are tracked and tagged correctly in LeadSquared.

  1. In LeadSquared, install the connector and select the users that can access it.
  2. Next, configure the connector. During this step, create the Bayut WhatsApp Enquiry activity, and verify the field mapping.
  3. Then, enable connector sync. This completes the setup. Every time a lead clicks the WhatsApp chat option, their lead details are captured in LeadSquared, and a WhatsApp chat link is generated.

 

4. Install the Connector

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

Bayut WhatsApp LeadSquared integration

 

5. Configure the Connector

After installing the connector, configure access for non-Admin users (if you want to give access to these users) in your account on the Configure Bayut WhatsApp pop-up. Only users with granted access can view and use the connector under the Apps main menu.

  1. Select whether to grant connector access based on Role or at the Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, choose the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Access to the connector will be granted based on the value in this field (e.g., if the “Is Employee” boolean user field contains “Yes” for the user Sam, then Sam can access the connector).
  2. Once you’re done, click Save Details. Continue with the configuration by referring to the following sections.
Note: By default, all Admin users have access to the connector.

Bayut WhatsApp LeadSquared integration

 

6. Admin Configuration

After installation, navigate to Apps>Bayut Whatsapp to complete the connector set-up.

Bayut WhatsApp LeadSquared integration

6.1 Basic Details

Enter the following details –

Field Description
API Key Enter your Bayut API Key here.
Lead Source Enter the lead source through which the leads were captured (e.g., Bayut, email campaign, etc.). This detail will appear on the Lead Details page under Lead Source.
Default Country Code Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number.
Select Time Zone The time zone of your Bayut account. This is set to Dubai by default.
Lead Capture Search By Criteria To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/phone number) as the search key. Leads will be searched by the value mapped to this field; if a matching lead is found, it will be updated; otherwise, a new lead will be created.

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, the system will reattempt using the secondary Search By criteria.
Select User to Notify on Failure If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification Enable the Checkbox checkbox to ensure notification emails are sent to the selected user when there’s a failed query.
Sync Frequency By default, the system pulls data from Bayut every 15 minutes. You can customize this interval using the ‘Hours’ and ‘Minutes’ dropdowns to adjust the frequency at which lead data is pulled.

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

6.2 Mapping

After completing the basic settings, click Entity Options. All Bayut WhatsApp fields are mapped to the corresponding LeadSquared lead fields by default –

Note:

  • FIRST, complete the Bayut WhatsApp Enquiry Create Activity step.
  • Then, click Edit Mapping under Activity Entity and Lead/Contact Entity. Verify the mapping, and click Save & Close.
  • Both steps are mandatory. If you don’t complete the steps in the order listed above, the connector won’t work.
  • The Lead/Contact Sync Behaviour and Activity Sync Behaviour are set to Capture (Create and Update existing) Record by default. It is recommended you DO NOT change this.
  1. Activity Type(s) Definitions – Alongside Bayut WhatsApp Enquiry, click Create Activity.
  2. Edit Mapping – Next to each action (Activity Entity and Lead/Contact Entity), click both the Edit Mapping buttons to verify the field mapping is accurate. Once verified, you must click Save & Close. This is mandatory.
    • If required, on the Edit Mapping pop-up, you can edit the field mapping –
      • To edit the default mapping field name, click the edit button , and under Mapping Key, update the field name.
      • To change the LeadSquared lead field to which the Bayut WhatsApp field is mapped, click the edit button , and from the Lead Field dropdown, select the new lead field.
      • To mark a unique lead field as the search key, click unique icon.
      • To disable an existing field mapping, alongside the field, disable the slider Zoom.
      • Click the Update if Empty checkbox if you don’t want to update the value of a field every time the sync takes place.
        • This helps prevent re-updating fields like first name, last name, etc.
    • To map an additional field, click the Add Custom button, and add the new mapping field details.
    • If you want to capture any additional responses as part of the activity that’s posted on the lead, alongside Activity Entity, click Edit Mapping, and add the response on the Default Mapping for Activity pop-up.
  3. Then click the More Actions button, and alongside Sync Status, enable the Slider slider.
  4. Once you’re done, click Save.
    • The connector is now live. Each time a lead clicks the WhatsApp button on the Bayut property listing page, their details are captured in LeadSquared, and a WhatsApp conversation link is generated as part of the Bayut WhatsApp Enquiry activity. Your users can use this link to chat with leads through WhatsApp.

Once you’re done, click Save & Next.

Note: On the More Actions menu, you can perform the following actions –

  • View Logs lets you view the logs of all the sync jobs that have taken place.
  • Sync Manually lets you perform a manual sync to transfer data between your Bayut and LeadSquared accounts.
  • Export Data Source lets you export the JSON of the data source/connector as a file to your local system.

Bayut WhatsApp LeadSquared integration

 

7. View Activities

To view the Bayut WhatsApp Enquiry activity, navigate to Leads>Manage Leads, and click on the lead where the activity is posted. On the Lead Details page, view the activity under the Activity History tab. You’ll also find the WhatsApp conversation link under this activity.

LeadSquared Bayut Integration

 

8. View Logs

Here, you can view logs of all the sync jobs that have taken place.

  1. Navigate to Apps>Bayut WhatsApp, and click More Actions, and click View Logs.
  2. 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).
  3. You can view the sync status of the following events –
    • New Events – List of all the new payment activities posted in your account.
    • Errors – The list of unsuccessful payment activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  4. 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.
    • Successful responses will contain details of the leads pushed by Bayut.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click 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.
  • The current Lead/Activity Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

google forms view logs

 

9. Other Actions

You can edit or delete the Bayut WhatsApp connector that you created. To do this –

  1. Navigate to Apps>Apps Marketplace and search for the Bayut WhatsApp connector.
  2. On the Bayut WhatsApp connector, click Settings.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • Disable the connector
    • Remove the connector

Bayut WhatsApp LeadSquared integration

 

10. View Reports

You can view the total number of leads that have been pulled from Bayut WhatsApp, 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!

Integrate Dubizzle WhatsApp With LeadSquared

/0 Comments/in , /by

1. Feature Overview

When a lead clicks the WhatsApp button on your Dubizzle property listing page, their details are automatically captured, and a new lead is created in your LeadSquared account through this connector. The connector also generates a WhatsApp conversation link, enabling you to chat with the lead. Once the lead is created, leverage LeadSquared’s CRM features to work towards closing the deal.

LeadSquared Dubizzle Integration

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active Dubizzle 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

Through your Dubizzle property listing page, leads can chat with your Listing Agents through WhatsApp. When a lead clicks this option, the connector pulls their details in real time to LeadSquared, and also creates a WhatsApp chat link. This link is posted under the Dubizzle WhatsApp Enquiry activity on the Lead Details page. Your users can use this link to chat with the leads, ensuring that WhatsApp conversations are tracked and tagged correctly in LeadSquared.

  1. In LeadSquared, install the connector and select the users that can access it.
  2. Next, configure the connector. During this step, create the Dubizzle WhatsApp Enquiry activity, and verify the field mapping.
  3. A webhook URL is generated. Contact your Dubizzle account manager to integrate this URL into your Dubizzle account. Once integrated, lead details will sync from Dubizzle to LeadSquared.
  4. Then, enable connector sync. This completes the setup. Every time a lead clicks the WhatsApp chat option, their lead details are captured in LeadSquared, and a WhatsApp chat link is generated.

 

4. Install the Connector

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

 

5. Configure the Connector

After installing the connector, configure access for non-Admin users (if you want to grant connector access to these users) in your account on the Configure Dubizzle WhatsApp pop-up. Only users with granted access can view and use the connector under the Apps main menu.

  1. Select whether to grant connector access based on Role or at the Advanced (User Level).
    • Based on Role – From the Specify Roles dropdown, choose the LeadSquared user roles that can use the connector.
    • Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Access to the connector will be granted based on the value in this field (e.g., if the “Is Employee” boolean user field contains “Yes” for the user Sam, then Sam can access the connector).
  2. Once you’re done, click Save Details. Continue with the configuration by referring to the following sections.
Note: By default, all Admin users have access to the connector.

 

6. Admin Configuration

After installation, navigate to Apps>Dubizzle Whatsapp to complete the connector set-up.

6.1 Basic Details

Enter the following details –

Field Description
Lead Source Enter the lead source through which the leads were captured (e.g., Dubizzle, email campaign, etc.). This detail will appear on the Lead Details page under Lead Source.
Default Country Code Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number.
Select Time Zone The time zone of your Dubizzle account. This is set to Dubai by default.
Lead Capture Search By Criteria To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/phone number) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated, otherwise, a new lead will be created.

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, the system will reattempt using the secondary Search By criteria.
Select User to Notify on Failure If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.
Enable Notification Enable the Checkbox checkbox to ensure notification emails are sent to the selected user when there’s a failed query.

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

6.2 Mapping

After completing the basic settings, click Entity Options. All Dubizzle WhatsApp fields are mapped to the corresponding LeadSquared lead fields by default –

Note:

  • FIRST, complete the Dubizzle WhatsApp Enquiry Create Activity step.
  • Then, click Edit Mapping under Activity Entity and Lead/Contact Entity. Verify the mapping, and click Save & Close.
  • Both steps are mandatory. If you don’t complete the steps in the order listed above, the connector won’t work.
  • The Lead/Contact Sync Behaviour and Activity Sync Behaviour are set to Capture (Create and Update existing) Record by default. It is recommended you DO NOT change this.
  1. Activity Type(s) Definitions – Alongside Dubizzle WhatsApp Enquiry, click Create Activity.
  2. Edit Mapping – Next to each action (Activity Entity and Lead/Contact Entity), click both the Edit Mapping buttons to verify the field mapping is accurate. Once verified, you must click Save & Close. This is mandatory.
    • If required, on the Edit Mapping pop-up, you can edit the field mapping –
      • To edit the default mapping field name, click the edit button , and under Mapping Key, update the field name.
      • To change the LeadSquared lead field to which the Dubizzle WhatsApp field is mapped, click the edit button , and from the Lead Field dropdown, select the new lead field.
      • To mark a unique lead field as the search key, click unique icon.
      • To disable an existing field mapping, alongside the field, disable the slider Zoom.
      • Click the Update if Empty checkbox if you don’t want to update the value of a field every time the sync takes place.
        • This helps prevent re-updating fields like first name, last name, etc.
    • To map an additional field, click the Add Custom button, and add the new mapping field details.
    • If you want to capture any additional responses as part of the activity that’s posted on the lead, alongside Activity Entity, click Edit Mapping, and add the response on the Default Mapping for Activity pop-up.
  3. Once you’re done, click Save & Next.

Dubizzle WhatsApp LeadSquared integration

6.3 Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. Provide the webhook URL to the Dubizzle tech team, and they’ll use it to integrate your Dubizzle account with LeadSquared. Once they confirm the webhook integration is live, click the More Actions button, and alongside Sync Status, enable the Slider slider. The connector is now live.

Once the webhook URL is generated, contact your Dubizzle account manager to integrate it into your Dubizzle account. Once integrated, lead details will sync from Dubizzle to LeadSquared.

Once you’re done, click Save & Next.

Note: On the More Actions menu, you can perform the following actions –

  • View Logs lets you view the logs of all the sync jobs that have taken place.
  • Sync Manually lets you perform a manual sync to transfer data between your Dubizzle and LeadSquared accounts.
  • Export Data Source lets you export the JSON of the data source/connector as a file to your local system.

Dubizzle WhatsApp LeadSquared integration

 

7. View Activities

To view the Dubizzle WhatsApp Enquiry activity, navigate to Leads>Manage Leads, and click on the lead where the activity is posted. On the Lead Details page, view the activity under the Activity History tab. You’ll also find the WhatsApp conversation link under this activity. Copy the link and paste it into a new web tab to start the WhatsApp conversation with the lead.

LeadSquared Dubizzle Integration

 

8. View Logs

Here, you can view logs of all the sync jobs that have taken place.

  1. Navigate to Apps>Dubizzle WhatsApp, and click More Actions, and click View Logs.
  2. 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).
  3. You can view the sync status of the following events –
    • New Events – List of all the new payment activities posted in your account.
    • Errors – The list of unsuccessful payment activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  4. 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.
    • Successful responses will contain details of the leads pushed by Dubizzle.
    • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click 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.
  • The current Lead/Activity Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.

google forms view logs

 

9. Other Actions

You can edit or delete the Dubizzle WhatsApp connector that you created. To do this –

  1. Navigate to Apps>Apps Marketplace and search for the Dubizzle WhatsApp connector.
  2. On the Dubizzle WhatsApp connector, click Settings.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • Disable the connector
    • Remove the connector

Dubizzle WhatsApp LeadSquared integration

 

10. View Reports

You can view the total number of leads that have been pulled from Dubizzle WhatsApp, 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!

How To Automatically Change the Task Owner When the Lead Owner Changes?

/0 Comments/in , /by

You can automatically change the task owner when you change the lead owner for a lead or set of leads. This feature isn’t available on your account by default. Contact us at support@leadsquared.com to enable it.

Note: The task owner must be the same as the lead owner before the lead owner is changed. If the task owner and lead owner are different prior to changing the lead owner, the feature may not work as expected.

How to Create a Process

/6 Comments/in /by

1. Feature Overview

The process designer lets you organize your forms into workflows. You can create workflows for any business process such as loan/insurance application, KYC collection, education applications, medical applications, etc.

After you’ve created one or more forms, use the process designer to –

  1. Choose the work area (Manage Forms page, Manage Activities page, Smart Views, etc.) where you want to display your forms.
  2. Set conditions on users (show forms to particular teams, roles, sales groups, etc.) and form field values.
  3. Chain together multiple forms to create processes.

If you haven’t created any forms yet, see How to Create a Form.

 

2. Prerequisites

  • You must be an administrator user to use the process designer.
  • You must create and publish forms to use in the process designer.

 

3. Example Use Case

This example takes the use case of a simplified loan application process.
Let’s assume we’ve created the following forms  –

  1. Loan Applicant form
  2. Co-Applicant form
  3. Car Loan form
  4. Home Loan form

Using the process designer, we can chain these forms together to create the following process –

Process Designer Use Case

 

4. Manage Processes

To access the Manage Processes page, navigate to Workflow>Process Designer.

All the processes you create will appear here. You can search for a process or filter by status, trigger, application, modified by and modified on dates. The settingsSettings iconicon under the Actions column allows you to edit, delete, clone, rename or publish a process.

Process Designer Home

 

5. Create a Process

Click the Create Process button to create a new process.

Create a new process

Now choose a trigger –

  • At Specific Work Area
    This option lets you create a button on a specific page (Manage Leads, Lead Details, etc.) to trigger the process.
  • On Task Complete
    The process will be triggered before a user marks a task complete.

Process Designer Trigger

5.1 At Specific Work Area

If you select the At Specific Work Area trigger you can choose the page or area you want the process to be initiated from. You can choose multiple work areas to begin a process from.

  1. Under the Available Work Areas section, click on a work area, then click the checkboxes alongside Web or Mobile.
    Be sure to hover your cursor over the desktop PC icon and mobile mobile icon icons to view a screenshot of the work area where you’re placing the starting point of the process.
  2. Select all the work areas you want,  then click Save.

Processes_1

Note: You can also integrate a process into your custom portal. To learn more, see LeadSquared Portal Designer.

Agent Pop-up
You can trigger a process from the Agent pop-up for inbound and outbound phone calls. Just select the appropriate option under Others>Telephony>Agent pop-up work area>Inbound Phone Call/Outbound Phone Call.

Note: Forms linked to the Telephony work area must have Phone Number or Mobile Number fields in the first tab.

Processes_2

You can display multiple forms on the agent pop-up to help users switch between applications (car loan, home loan, personal loan forms, etc.). This requires you to setup multiple processes.

Processes_3

5.2 On Task Complete

The On Task Complete trigger allows you to start the process when a user attempts to mark a task type complete. You must select the task types you want to initiate the process on by clicking the corresponding check-boxes. Click Save when you’re done.

Trigger process on task complete

Note: When tasks are updated (completed) in bulk from the Manage Leads or Smart Views page, the process configured on a certain task type may not trigger. To ensure that users can’t bulk update and complete a task type you’ve used as a trigger for a process, click the Disable Bulk Update option –

bulk update tasks

After setting a trigger, click the add add icon icon to view the subsequent conditions and actions.

adding process conditions

5.3 User Conditions

You can set up multiple conditions to choose which users can see your forms and processes. You can set up these conditions on any user attribute including role, team, sales group, etc.

  1. Under Conditions, click the Multi If/Else User option.
  2. You can create condition groups and set up multiple conditions. For more information, see User Advanced Search.
  3. Click Set Condition when you’re done.

create condition groups

The process will branch out into a Yes path and a No path.

Automation condition path

Click the add icon under each path to continue the process.

5.4 Show Form Action

Click the Show Form action to display a published form at any point in your process.

show form action process designer

The Show Form pop-up has 2 tabs.
The Form Details tab lets you choose the form you want to display, how you want the initiate process button to look in the work areas you selected and also how you want the action buttons within the form to appear.

show form -form details

You can also display a success message when the form is successfully submitted. Scroll down to the Success Text section, and enter the success message and text.

Form Submission Success Message

The Events tab lets you call Lapps or an external API before a form is submitted. You can use this as a final validation for a form submission. Read the notes carefully.

The API or Lapp should return 200 OK as the response code and content like {“IsSuccess”:true} or {“IsSuccess”:false,”ErrorMessage”:”Your personal details and passport details do not match. Please check”}

show form events tab

After selecting a form and setting all the configurations, click Save. Here’s an example of how the initiate process or open form button will appear –

display form button

5.5 Adding More Forms to the Process

After you’ve added a Show Form action, you must select the Wait Until Save option before you can add more conditions or actions to the process.

wait till save

Following the Wait Until Save condition, you can choose conditions based on the form fields of the previous form you’ve selected.
For example, if you’ve included a field in your previously chosen form called ‘Do you have a co-applicant’. You can now use the Multi If/Else Data condition to check if the field value is ‘Yes’, If the value is ‘Yes’ you can show the ‘Co-Applicant’ form.

conditions on previous form

Use the advanced search feature to set conditions on the fields of the form you selected in your previous Show Form action. For more details, see How to Use Advanced Search.
When you’re done, click Set Condition.

form field conditions

You can now show another form when these conditions are matched.

show more forms

5.6 Process Settings

Click the settingsSettings iconicon to access the process settings.

process settings

The Save Process Progress setting allows you to save the progress of all the forms in your process. It allows users to pick up where they left off, whether that’s in a particular section of the first form, or in some form further down the process.

Process designer settings

5.7 Save & Publish

Although your process gets auto-saved, it’s good practice to click the Save button to ensure you don’t lose your work. Click Publish when you’re done creating the process.

save and publish process

Note: Changes to a process may take up to 5 minutes to reflect.

 

6. Demo

The following process follows a simple two-form flow. The first form is a simple loan application form. If the user marks the ‘Do You Have a Co-Applicant’ field as ‘Yes’ in this form, the process we created will trigger the second ‘Co-applicant’ form to appear.

sample process

6.1 Form Submission Activity

An activity is posted against every form submission, to help you maintain an audit trail for each important change. You can view these activities on the Lead Details page –

form submission activity

Click the activity to view details –

form activity submission data

 

Any Questions?

If you have a question that this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts you have.

I Can’t See the Sales Activity Button on the Lead Details Page

/0 Comments/in , /by

Use the Lead Details View Customization feature to add the Sales Activity Button to the Lead Details page.

  1. Navigate to My Profile>Settings>Leads>Lead Details View.
  2. Click Create, or edit the sample view.
  3. Navigate the Actions tab, and drag the Sales Activity action to the list of action buttons.

LeadSquared Lead Management Customization

Once saved, apply the Lead Details View to a team. When a user from that team logs in to LeadSquared, they’ll now see the Sales Activity button on the Lead Details page.

LeadSquared Lead Management Customization

Landing Pages Pro Designer

/2 Comments/in , /by

1. Feature Overview

LeadSquared’s Landing Pages Pro (LPP) Designer enables you to build customized landing pages to capture leads and opportunities. You can create a landing page without writing a single line of code.

 

2. Prerequisites

  • This feature is specifically for Landing Pages Pro. Landing Pages Pro is a paid feature. To enable it, contact your account manager, or send an email to support@leadsquared.com.
  • To capture Leads or Opportunities, you must first create the relevant forms using Dynamic Forms.

 

3. Getting Started

3.1 Select an Existing Template

To select from the list of templates –

  1. Create a Landing Page on Landing Pages Pro –
    1. From the LeadSquared dashboard, navigate to  Marketing>Landing Pages Pro.
    2. Click the + Create New Landing Page button.
  2. Select a relevant Industry from the options on the left panel.
  3. Preview a template by clicking the Preview button, and select a template by clicking the Select button.
  4. Enter a Page Name.
  5. Assign the landing page to a group.
    1. To add a new Landing Page Group, select +Add New Group from the dropdown. This option lets you categorize and group your landing pages.
  6.  Optionally, you can add relevant Marketing Tags to the landing page.
  7. Click Create.

Landing page pro select a template

3.2 Build from Scratch

Alternatively, you can choose to build your own landing page from scratch in minutes.

Click on Start From Scratch. On the designer, you can –

  1. Click on Add Design Block  or the add section icon icon to add a section.
  2. Choose from a wide range of industry-specific templates and pre-designed sections (hero banners, testimonials, forms, sliders, etc.).
  3. Customize if required.

create lpp in minutes from scratch

3.3 Save and Reuse Sections

You can save any section or element you create (e.g., a testimonial block, a call-to-action banner, or a lead capture form) and reuse it across any Portal and Landing Pages Pro.

For example, If you’ve created a custom header with your brand’s logo and navigation, select that element and click on the save section icon icon to Save Section. Now, you can apply it to all future pages from the Saved Sections panel in the designer.

save and reuse sections on lpp

 

4. Layouts

The page layout is divided into the following –

  • Section – This is the base layout of a particular section on the page. This will hold the rows and columns, which will help you manage the structure of your content.
  • Rows and Columns – Rows contain columns, which in turn contain various elements. Rows are stacked vertically, while columns are stacked horizontally. Using rows and columns together, you will be able to arrange your content on the designer.

PDesigner_2

 

5. Elements

The elements that go inside each layout are –

  • Header – The header for the selected layout. This can either be the overall page header or an individual section’s header.
  • Paragraph – The text content that is present within a layout, for a specific section.
  • Image – To add an image within the selected layout, click Choose Image, and upload an image. To make the image interactive, configure an action by clicking Action on Click/Tap.
  • Video – To add a video within the selected layout, enter the video’s URL under Video URL. To autoplay the video when a cursor is hovered over it, toggle the enable icon slider.
  • Button – You can add a button within a layout, and under Action on Click/Tap, you can configure what happens when the button is clicked/tapped.
  • Custom HTML – This feature gives you a code editor to add any custom HTML code to your landing page. To do this, drag and drop a Custom HTML block. On the outer box, click HTML Code, and add your HTML code.
  • Form – You can choose to add a LeadSquared Dynamic form within a section on the webpage.

lpp design elements

 

6. Action Tool Bar

You can use the following action on Sections, Rows, and Columns –

  • Hide on device – This feature lets you control how layouts display on desktop or mobile. You can hide or show specific sections based on the device to create a cleaner, more tailored user experience. Select an element, choose the device to hide it from, and preview your layout to ensure it looks right on both desktop and mobile.
  • Move Up – Shift the selected Section, Row, or Column upward.
  • Move Down – Shift the selected Section, Row, or Column downward.
  • Move Left– Shift the selected Section, Row, or Column to the left.
  • Move Right– Shift the selected Section, Row, or Column to the right.
  • Clone – Create a duplicate of the element.
  • Delete – Remove the selected Section, Row, or Column.

Note:

  • The Hide on Device feature is available for backward compatibility but is no longer recommended. Instead, use the Mobile Editor for a cleaner and more intuitive layout experience
  • You can only have one form on a landing page. However, if you hide a form on one device, you can add another form to the page and hide it on the alternate device.

Action Toolbar

 

7. Properties

Each layout listed above can be customized by using the following properties –

lpp properties

7.1 General

The General property varies on some elements –

7.1.1 General Property on Navbar 

  • Variant – Create various variants of the navbar by clicking Manage Variants and clone an existing variant.
  • Navbar Behavior on Scroll – Set the navbar behavior while scrolling through the page, to either remain sticky on the top, scroll with the rest of the page, or fade out while scrolling through the page.
  • Overlap navigation bar – By enabling this option, the nav bar will blend with the next block.
  • Logo Position in Mobile – Choose how you want the logo to be positioned on the mobile device version of the page. It can either be to the left of the screen or the center of the screen.
  • Menu Icon Position in Mobile – Choose how you want the main menu to be positioned on the mobile device version of the page. It can either be to the left or right of the mobile device screen.
  • Menu Icon Color – Pick a color for the menu icon from the gradient screen, or enter the hex code for a specific color.

lpp properties for navbar

7.1.2 General Property on Forms

The properties of a Form are –

  • LSQ Form – Select the form from the dropdown.
  • Action On Submission – You can configure actions on a successful form submission. Each action can be a Common Action, or you can configure actions Based on Rules –
    • Common Action – If you select this option, the action will apply to all leads on Form submission.
    • Based On Rules – This option allows you to set-up rules based on the choices a lead makes. For example, if the lead chooses “City” as “New Delhi”, you can set up a condition that redirects the lead to the landing page for leads in New Delhi. Similarly, if the lead chooses “Course” as “B.Tech”, you can set up a condition to download the prospectus form for B.Tech applicants
    • You can configure the following actions –
      • Thank You Message – Configure a message displayed to the lead on successful Form submission.
      • Download File – Enable users to download a file (like prospectus, etc.) on submission by uploading it here.
      • Open WebPage – Leads can be redirected to an external URL or a published Landing Page on submission.
  • Form Design – Choose the form design From the dropdown.
  • Show Form Title – To show the title of the Form on your landing page, toggle the enable icon slider.
  • Show Tabs/Navigation – To show the sections within the Form, toggle the enable icon slider.
  • Show Section Names – To show the names of the sections within the Form, toggle the enable icon slider.
  • Show Input Field Labels – To show the input field labels on the placeholder, toggle the  enable icon slider.
  • Accent Color – Select the color of the Save button and tabs From the gradient screen, or enter the hex code for a specific color.
  • Form Validation Color – Select the color that will indicate a field as mandatory.
  • Font – Select the font you want to display on the Form.

lpp properties for forms

7.1.2 General Property on Buttons and Links

The properties of buttons and links are –

  • Action on Click/Tap – This determines the button’s/link’s behavior when it is clicked or tapped on. You can choose from any of the following actions –
    • Open External Link – Add the external link you want the lead to be redirected to –
      • Link – Add the URL of the website you want your lead to be redirected to when the button/link is clicked.
      • Open in New Tab – To open the link on a new tab, enable the enable icon slider.
      • Render as – To render the action as a button, select Button.  To render the action as a link, select Link.

lpp general properties for buttons and links 1

    • Download File – Enable your leads to download a file (like prospectus, etc.) when they click the button/link.
      • Upload File – Click Choose File, upload the file, or select the file from your media library, which is automatically downloaded when your lead performs the action.
      • Use Mail Merge Values – Alternatively, you can mail merge a custom field set (CFS) that contains a file, by selecting the CFS from the dropdown.
      • Render as – To render the action as a button, select Button.  To render the action as a link, select Link.

lpp general properties for buttons and links 2

    • Scroll – Scroll to a particular section on the Landing Page
      • Select Scroll Destination – Select a section from the drop-down menu.
      • Render as – To render the action as a button, select Button.  To render the action as a link, select Link.

lpp general properties for buttons and links 3

    • None – If you want no actions to be performed, choose None.
      • Render as – To render the action as a button, select Button.  To render the action as a link, select Link.

lpp general properties for buttons and links 4

7.2 Spacing & Dimensions

  • Padding – Set the padding for the selected layout. If you want the padding dimensions to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Margin – Set the margin width for the selected layout. If you want the margin to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.
  • Min Height – Set a minimum height for the selected layout. If you want the height to be set automatically, against Auto, toggle the enable icon slider.
  • Max Width – Set the maximum width for the selected layout. If you want the height to be set automatically, against Auto, toggle the enable icon slider.

lpp spacing and dimensions properties

7.3 Alignment

The content inside a column layout can be aligned left, center, or right.

lpp properties alignment

7.4 Border & Radius

  • Border – Set the size, style, and color for the border around the selected layout. If you want the border to be applicable on all sides of the selected layout, against All Sides, toggle the enable icon slider.
  • Border Radius – Set the radius for the border around the selected layout. If you want the border radius to be applicable on all sides of the layout, against All Sides, toggle the enable icon slider.

lpp border and radius properties

7.5 Background

You can either choose to leave the section’s background blank, set an image, or add a background color.

  • Image – To add an image, from the dropdown, select Image. Then, click on Choose Image to choose an image from your Image Library.
  • Color – To set the background color, from the dropdown, select Color. Then, choose a color from the gradient screen, or enter the hex code for a specific color.
  • Gradient – Select Gradient to add a consistent visual theming.
  • Slide Show – Select Slide Show to extend the idea of a hero image, allowing you to present multiple images in a sequence. Click Manage Slides to add more slides. Slide Show can only be applied on a section layout.
  • None – To leave the background blank, from the dropdown, select None.

You also have the option to add a Background Overlay. It enhances the readability of the text and reduces visual stress for viewers. You can enable Background Overlay by toggling enable icon the slider. It has 2 options –

  • Color Overlay – A color filter that puts a tint on the selected element to make the text more readable. Choose a color from the gradient screen, or enter the hex code for a specific color.
  • Blur Overlay – Customize the intensity of the blur to be added to the background.

add background on landing pages pro

7.6 Shadows

Set a shadow for the specified layout.

lpp shadow properties

7.7 Effects

Under the Effects tab, you can enable the Hover and Parallax effect.

7.7.1 Hover Effect

With this effect, when you move your cursor over a button, it will animate.

Click on Manage Effect. You can choose from the following three effects when you hover over a button –

  • Shadow Effect – Display a shadow around the button.
  • Color Effect – Animate using color transition.
  • Shrink & Grow Animation – The button will animate by shrinking in size and re-sizing to the original.

lpp hover effect

7.7.2 Parallax Effect

With the Parallax effect, make your background images dynamic and reactive to scroll movements. It works by creating an illusion of depth and movement as users scroll down the page.

  1. Select a background image.
  2. Select the Effects tab in the right-hand panel.
  3. Enable the Parallax effect.

lpp parallax effect

7.8 Advanced

  • Display – It determines the CSS display behavior of a specific layout.
    • Block – Displays a layout as a block element.
    • Flex – Displays a layout as a block-level flex container.
    • Inline – Displays a layout as an inline element.
    • Inline Block – Displays a layout as an inline-level block container.
    • Inline Flex – Displays a layout as an inline-level flex container.

lpp properties advanced

 

8. Actions

You can perform the following additional actions on the landing page designer  –

  • To completely clear the landing page designer canvas, click the delete icon icon.
  • To undo the changes you recently made, click the Undo icon.
  • To redo the changes you recently made, click the Redo icon.
  • To save your progress with the changes you made, click the Save icon.
  • To preview the page, click Preview.

 

9. Themes

Customize your default Paragraph, Header, and Button theme through Settings by clicking the lpp settings icon icon.
lpp settings theme

 

10. Mobile Editor

To help you create fully responsive and mobile-first designs, the Landing Pages Pro Designer includes a Mobile Editor. This feature lets you switch to mobile view and customize the layout specifically for mobile devices, ensuring a smooth experience for the majority of your audience.

Beyond cosmetic changes, the Mobile Editor allows you to tailor functional behavior—for instance, you can design distinct user journeys on mobile and desktop. You might choose to present a simplified, app-like experience on mobile while offering a more feature-rich layout on desktop.

Note:

  • The older Hide on Mobile and Hide on Desktop options are no longer recommended. Instead, use the Mobile Editor for a cleaner and more intuitive layout experience.
  • A default mobile version is automatically generated based on your desktop design, so using the Mobile Editor is optional. You only need to use it when you want to fine-tune the mobile layout or create a different experience tailored specifically for mobile users.
  • Mobile layouts are only visible to users accessing the page on mobile devices. This view is not supported on Tablets.

navigate to mobile editor on LPP

Key Capabilities

Here are some capabilities of the mobile editor –

Full Editing Support

The mobile editor offers the same drag-and-drop functionality as the desktop editor, allowing you to add, rearrange, or delete components in mobile view. Once a section is edited in mobile, it becomes independent of its desktop counterpart, future changes made on desktop won’t affect it unless reverted.

making changes to LPP with mobile editor

Section Sync and Revert Behavior

When a section is edited in mobile view, it becomes independent of the desktop version and is marked with an orange border to indicate it is out of sync.

You can click on an individual section to revert it, or you can revert the entire mobile layout at any time to restore alignment with the latest desktop design.

revert changes on the mobile editor for lpp

Note: Headers and footers remain in sync across both desktop and mobile views—any changes made to them on desktop will automatically reflect in mobile. If you need different headers or footers on mobile, you can create separate variants directly within the mobile editor.

creating footer header variations on mobile editor for lpp

Preview Your Design

Click on Preview to preview and test your mobile design.

preview mobile design for LPP

 

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!

Use Custom Domains For Portals

/0 Comments/in , , /by

1. Feature Overview

You can host Portals built with LeadSquared on –

  1. Our default domain – lsqportal.com. For more details, see Portal Configurations.
  2. Your own custom business/brand sub-domain (e.g., applications.mybusiness.com).

This article describes how you can host a portal on your own custom domain.

portal custom domain

 

2. Prerequisites

  1. You must be a LeadSquared Administrator user.
  2. You must first list the domain on the Website & Landing Page Domains page. For details, see Adding More Website Domains.
  3. Access to your Domain Name Service (DNS) provider’s account (GoDaddy, Hostgator, Bluehost, etc.).

 

3. How It Works

Create 2 CNAME records in your DNS provider’s account – one pointing to a certificate manager for HTTPS security, and the other pointing to the actual sub-domain for your portal (e.g. applications.mybusiness.com).
The setup requires you to go back and forth between the portal domain settings in your LeadSquared account and the CNAME record settings in your DNS provider’s account.

This section provides a summary of the setup, the following sections elaborate on each step –

  1. Create and configure the sub-domain in your LeadSquared account.
  2. A Name and Value will be generated. Copy the values, and use them to create a CNAME record in your DNS provider’s account. This step sets up a HTTPS certificate to ensure better security for your portal (for more details, see Why HTTPS matters).
  3. Come back to your LeadSquared account, and verify that the settings in your DNS (for the HTTPS certificate) have taken effect.
  4. After successful verification, you’ll receive a CDN URL from us. Create a new CNAME record for the sub-domain using the CDN URL.
  5. Your portal is now live and ready to use.

 

4. Configure the Sub-domain in LeadSquared

  1. On the main menu, navigate to Workflow>Manage Portals and select your portal.
  2. On the top navigation bar, select the Settings tab.
  3. On the left menu, select Domain.
  4. Disable the Use LSQ Domain slider Slider .
  5. Select a domain from the drop-down and enter the sub-domain name.
  6. Click Confirm
  7. Copy the generated CNAME Name and Value.

select domain step in custom domains

 

5. Create a CNAME Record for HTTPS Certificate

In this step, you’ll create a CNAME record in your DNS that points to a Certificate Manager and creates a Transport Layer Security (TLS) certificate for your domain. TLS is a security protocol that uses encryption to protect the transfer of data to and from your portal.

Here is some documentation for popular DNS providers –

  1. GoDaddy: Add a CNAME record
  2. Namecheap: How to Create a CNAME Record For Your Domain
  3. Dreamhost: Adding a Custom DNS record
  4. Bluehost: DNS Management: How to Add, Edit, or Delete DNS Entries

Log in to your Domain Name Service provider’s account (GoDaddy, Hostgator, Bluehost, etc.).

  1. Click on the DNS settings for the selected URL and create a new CNAME record entry. Paste the above values in the Name (or Host) and Value (or Target) fields, respectively.
  2. Select the minimum TTL value available.
  3. Save the record.
  4. Successful configurations may take some time to reflect.

Here’s an example from a GoDaddy.com account –

CNAME record in GoDaddy

 

6. Verify the Settings in LeadSquared

Navigate back to your LeadSquared account and on the Portal Domain Setting page, click Verify –

cname verified success

Note: The request for CNAME record entries is valid for only 72 hours. You must complete the steps below within the window. If you miss it, click Regenerate CNAME, and copy the new Name and Value.

custom domain cname 72 hours expired

After successful verification, you’ll receive a CDN URL. Copy this URL and use it to create a CNAME record for the sub-domain.

verify cdn

 

7. Create a CNAME record for the Sub-Domain

Note: If your portal is not published to the Live environment, you won’t be able to configure the next step.  You’ll see the following prompt on the Portal Dashboard page. Click on “Complete Domain Linking” to proceed.

complete domain linking on portals

Finally, map the sub-domain with the portal –

  1. In your DNS provider’s account, click the DNS settings for the selected URL and create a new
    CNAME record entry.
  2. Paste the sub-domain name (e.g. ‘applications’ from applications.mybusiness.com) the Name (or Host) and CDN URL in the Value (or Target) fields, respectively.
  3. Select the minimum TTL value available and save the record.

Here’s an example from a GoDaddy.com account –

Sub domain final configs CDN URL portals

Your portal is now live.

cdn verified last step

 

8. Troubleshooting Frequent Issues

1. Why isn’t my cname setup getting verified?

If you’re using GoDaddy or Hostinger, ensure that the domain is not mapped to .leadroot.com. For example, in the image below, remove .leadroot.com from the CNAME:Name field.  

troubleshooting leadroot lpp

2. I added the CNAME records in my DNS, but when I try and verify the settings in LeadSquared, I get an “Invalid Certificate Id” error. What’s causing the issue?

There are 2 reasons why this error may occur

  1. The request for entries for CNAME records are valid only for 72hrs. If you try and verify the domain outside this window, you’ll receive an “Invalid Certificate Error“. To resolve the issue, unlink the sub-domain name and reconfigure the domain setup in Portal Designer.
  2. Certificate Authority Authorization (CAA) DNS records configured in your domain provider’s settings are blocking LeadSquared from issuing an HTTPS certificate. To resolve this –
    1. Remove the custom domain setup from Portal Designer.
    2. Follow the steps in the Amazon CAA issues article to allow LeadSquared to issue a certificate.
    3. Remove the CNAME mapping for the portal (if already added) in your DNS provider’s settings.
    4. Reconfigure the domain setup in the LeadSquared Portal Designer.

3. When I try and add the CNAME record in my DNS provider’s account, I get a “Not able to add CNAME record” error. How do I fix the issue?

This error may be the result of a duplicate CNAME record. If the CNAME record was already created in your DNS settings, delete it, then add the new record.

4. What do I do if my DNS provider is cPANEL?

  1. If any sub-domain is present, delete it first.
  2. Then create a new CNAME record in the root domain.

5. How do I regenerate CNAME?

Click Regenerate CNAME, and copy the new Name and Value

Please note, that this is only possible if your portal is not in Published status.

 

Any Questions?

Leave us a comment below. We’d love to help you out!

How to Dynamically Change Content in Landing Pages Pro and Portals

/0 Comments/in , , , , /by

1. Feature Overview

This article will help you configure your Landing Page or Portals to display multiple variations of the same page to different target audiences.

In the example below, the landing page is designed for students enrolling in a full-stack developer course. However, the same page can dynamically display content for a front-end developer course by adding a query parameter to the landing page URL.

Note: The configuration below takes Landing Pages Pro as a working example, the set up remains the same on Portals.

example of dynamic change of content on lpp

 

2. Prerequisites

  • This feature is specifically for Landing Pages Pro and Portals. Landing Pages Pro and Portals are a paid feature. To enable it, contact your account manager, or send an email to support@leadsquared.com.
  • To capture Leads or Opportunities, you must first create the relevant forms using Dynamic Forms.

 

3. Use Cases

This feature can be used across industries, for example –

Industry Use-case
Lending Dynamically change content based on the loan product the lead is looking for.
Education Dynamically change content based on the course the lead is looking for.
Generic Dynamically change content based on product offers and discounts.

 

4. Add Logic Cards

Logic Cards will help you dynamically change the content –

  1. Click on a Card/Section on your landing page.
  2. In the Manage Logic Cards tab, click on the Manage button.
Note: If you cannot find the Manage Logic Cards tab, you might need to convert that Section to a logic card. Click on the Section, and in the  lpp advanced tab tab, click Convert to Logic Card.

navigate to manage logic cards on lpp

Next –

  1. to add a logic card, click on the logic card clone icon icon to clone the existing logic card.
  2. Optionally, you can rename the logic card.
  3. Select the Card/Section, and in the Manage Logic Cards tab, select the newly created logic card from the drop-down menu.

add a logic card on lpp

Now, change the content on the Card for a particular target audience. In the example below, we’re creating content specific to leads looking for a ‘Front-End Development’ course.

changed content lpp

 

5. Configure Logic Card Rules

Once the Logic Card and its content are in place, you need to set up the rule for when to display it –

  1. In the Manage Logic Cards section, select the newly created Logic Card.
  2. Click the Display Rules button.
  3. Enter the query parameter and its value for which, when the condition is met, the page will dynamically show the content you’ve created in the Logic Card.
    1. For example, www.example.com/edu?course=front-end
    2. If needed, add multiple rules and choose if All or Any of the rules must be satisfied.
  4. Once done, click Save.

logic card display rules

 

6. Go Live

Once you publish the Landing Page or Portal, any query parameter that matches the logic card rule(s) will result in a dynamic content change.

example of dynamic change of content on lpp

 

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!

Mobile Cloud Calling Set Up for Ozonetel Cloud Agent

/2 Comments/in , /by

1. Overview

This article will help you set up Ozonetel Cloud Agent with LeadSquared Mobile Cloud Calling connector.

 

2. Prerequisites

Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling.

 

3. Set up for Ozonetel Cloud Agent

Sample APIs for Ozonetel are listed below. To get the APIs, along with your api_key and username, please reach out to your Ozonetel support executive.

Before starting the API configuration, you must ensure the following two custom user fields are available on your LeadSquared account –

  • Ozonetel Username
  • Virtual Number Campaign (Ozonetel Campaign).

LeadSquared Cloud Calling Connector

Make a note of the schema names of the fields for the fields created (ie mx_Custom_9 and mx_Custom_8 in the above example). This would be required while configuring the Click2Call API. To know how to create user custom fields, see Manage User Custom Fields.

To find your Ozonetel Agent ID and Ozonetel Virtual Number, navigate to My Profile>Settings>Profile>My Profile.

LeadSquared Cloud Calling Connector

Property Description
Ozonetel Agent ID The Ozonetel Agent ID of the agent, that was used to log-in to the agent portal.
Ozonetel Virtual Number The Virtual Number/Campaign Name through which the cloud call will be initiated.
Note: The data in the Ozonetel Agent ID and Ozonetel Virtual Number fields have to be populated by an admin or a user for each agent who’s using the Mobile Cloud Calling functionality.

Connector Set-up –

1) Click2Call API Set-up

Navigate to Click2Call API Set-up screen to configure the Ozonetel Click2Call API. There are two methods by which you can configure the Ozonetel Click2Call API –

  • Agent Manual Dial API
    For Click2Call to work with Manual Dial API, you must be logged into your Ozonetel account, and the user status must be marked as “Ready”, and the user must be online, for the campaign used. If you don’t want the user to log-in to the Ozonetel account, please refer to the Offline Ozonetel API set-up for more details.
Method API
GET https://api1.cloudagent.in/CAServices/AgentManualDial.php?api_key=xxxxx&username=lead_squared&agentID=@{User:TelephonyAgentId,}&campaignName=@VirtualNumber&customerNumber=@CustomerNumber

Query Parameters –

Parameter Description Mapping
api_key Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive. To add the API key, click , and type in the API key.
username The username listed on your Ozonetel account. To add a username, click , and type in the username.
agentID The telephony agent ID of your LeadSquared user. Map the agentID to the user field that contains the Agent username, which in the example listed above is “@{User:mx_Custom_9}”.
campaignName The Ozonetel virtual DID number linked to your LeadSquared account. Map this variable to “@VirtualNumber”, which in turn picks up the campaignName from the user field (which is Ozonetel Virtual Number in the example listed above).
customerNumber The customer’s (lead’s) phone number to which the virtual call is being placed. Map this variable to the “@CustomerNumber ” option. The phone number is passed with country code, in the “+91-XXXX” format, via this variable, when Click2Call is placed.

click2call mobile cloud calling ozonetel

  • Phone Manual Dial API
    As an alternative, you can use the below API to place a call manually. Here, your user won’t be required to log in to their Ozonetel account. To enable this API for your account, please contact your Ozonetel Account representative for more details.
Method API
GET https://api1.cloudagent.in/CAServices/PhoneManualDial.php?apiKey=XXXXX&userName=XXXX&custNumber=XXXX&phoneName=XXX&did=XXXX

Query Parameters –

Parameter Description Mapping
api_key Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive. To add the API key, click , and type in the API key.
username The username listed on your Ozonetel account. To add a username, click , and type in the username.
did The number from which calls are dialed out. Map this variable to “@VirtualNumber”, which in turn picks up the campaignName from the user field (which is Ozonetel Virtual Number in the example listed above).
phoneName Name of the offline agent to which Outbound calls are to be assigned Map the phoneName to the user field that contains the phoneName username, which in the example listed above is “@{User:mx_Custom_10}”.
customerNumber The customer’s (lead’s) phone number to which the virtual call is being placed. Map this variable to the “@CustomerNumber ” option. The phone number is passed with country code, in the “+91-XXXX” format, via this variable, when Click2Call is placed.

Note:

  • You can use our Offline Click2call API (PhoneManual dial) in order to remove the need to log in to our toolbar/agent panel. This API triggers a call to Agent’s mobile number and customer number.
  • The callback URL will remain the same. Campaign=Offlkine is one of the key params we can observe in the logs.
  • Auto dialers can be set Offline from Admin and it dials to the agent’s mobile number configured in the Skill.
  • If a customer calls back, we can set up an Offline Inbound Campaign, and route the call to the available number in the Skill.

For more information, please refer to Ozonetel API Document.

 

Response Mapping for the Ozonetel Click2Call API –

Key Value Mapping
NonJSON queued successfully Consider As Success

LeadSquared Cloud Calling Connector

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the Ozonetel Incoming Agent Pop-up API.

Method API
GET https://api1.cloudagent.in/CAServices/LeadSquare/PullAPI.php?userName=lead_squared&apiKey=xxxxx&agentPhoneNumber=@AssociatedPhoneNumberWithoutCountryCode
Query Parameters –
Parameter Description Mapping
api_key Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive. To add the API key, click , and type in the API key.
username The username listed on your Ozonetel account. To add a username, click , and type in the username.
agentPhoneNumber The LeadSquared user’s Ozonetel agent phone number. From the dropdown, map the agentPhoneNumber to the user field that contains the Agent phone number, which in the example listed above is “@AssociatedPhoneNumberWithoutCountryCode”.

LeadSquared Cloud Calling Connector

Response Mapping for the Incoming Agent Pop-up API –

Key Value Mapping
customerNumber "" Consider As Data
status success Consider As Success
status error Consider As Error

LeadSquared Cloud Calling Connector

 

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the Ozonetel List All DID Numbers API.

Method API
Get https://api1.cloudagent.in/CAServices/DID/RunningDIDs.php?userName=lead_squared&apiKey=xxxxx

Query Parameters –

Parameter Description Mapping
username The username listed on your Ozonetel account. To add a username, click , and type in the username.
api_key Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive. To add the API key, click , and type in the API key.

LeadSquared Cloud Calling Connector

Response Mapping for the List All DID Numbers API –

Key Value Mapping
status success Consider As Success
data "" Consider As Data

LeadSquared Cloud Calling Connector

 

Any Questions?

If you have a question that this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts you have.

Mobile Cloud Calling Set Up for Ozonetel CCaaS

/0 Comments/in , /by

1. Overview

This article will help you set up Ozonetel CCaaS with LeadSquared Mobile Cloud Calling connector.

 

2. Prerequisites

Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling.

 

3. Set Up for Ozonetel

Sample APIs for Ozonetel are listed below. To get the APIs, along with your api_key and username, please reach out to your Ozonetel support executive.

Before starting the API configuration, you must ensure the following two custom user fields are available on your LeadSquared account –

  • Ozonetel Username
  • Virtual Number Campaign (Ozonetel Campaign).

LeadSquared Cloud Calling Connector

Make a note of the schema names of the fields for the fields created (ie mx_Custom_9 and mx_Custom_8 in the above example). This would be required while configuring the Click2Call API. To know how to create user custom fields, see Manage User Custom Fields.

To find your Ozonetel Agent ID and Ozonetel Virtual Number, navigate to My Profile>Settings>Profile>My Profile.

LeadSquared Cloud Calling Connector

Property Description
Ozonetel Agent ID The Ozonetel Agent ID of the agent, that was used to log-in to the agent portal.
Ozonetel Virtual Number The Virtual Number/Campaign Name through which the cloud call will be initiated.
Note: The data in the Ozonetel Agent ID and Ozonetel Virtual Number fields have to be populated by an admin or a user for each agent who’s using the Mobile Cloud Calling functionality.

Connector Set-up –

1) Click2Call API Set-up

Navigate to Click2Call API Set-up screen to configure the Ozonetel CCaaS Click2Call API –

Method API
GET https://in1-ccaas-api.ozonetel.com/CAServices/PhoneManualDial.php?apiKey=APIKeyFromOzonetelAccount&userName=AccountNameFromOzonetelPortal&custNumber=@CustomerNumber&phoneName=AgentPhoneNameWithinOzonetelPortal&did=VirtualNumber/DID%20numberFromOzonetelPortal&uui=Lead/OpportunityId

Query Parameters –

Parameter Description
apiKey Pass your Ozonetel API key.
userName Ozonetel account name.
custNumber
  • Lead number to whom the call is dialed.
  • You can map this variable to the “@CustomerNumber ” option. The phone number is passed with the country code, in the “+91-XXXX” format, via this variable, when Click2Call is placed.
phoneName
  • The name of the agent within the Ozonetel account.
  • Map the phoneName to the user field that contains the phoneName username, which in the example listed below is “@{User:mx_Custom_10}”.
did
  • Virtual Number or DID from Ozonetel.
  • In the example below, this variable is mapped to “@{User:mx_Custom_10}”, which in turn picks up the campaignName from the user field (which is Ozonetel Virtual Number in the example listed below).
uui
  • The Lead Id or Opportunity Id.
  • In the example below, the variable is mapped to “@RawOpportunityId“.

ozonetel click2call ccaas api

Response Mapping for Ozonetel Click2Call API  –

Key Value Mapping
status queued Consider As Success
message Call is initiated, please wait. Consider As Error
status error Consider As Error

ozonetel ccaas click2call response mapping

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the Ozonetel CCaaS Incoming Agent Pop-up API.

Method API
GET API: https://in1-ccaas-api.ozonetel.com/CAServices/LeadSquare/PullAPI.php?userName=AccountNameFromOzonetelPortal&apiKey=AccountAPIFromOzonetelPortal&agentPhoneNumber=@{User:PhoneMain}
Query Parameters –
Parameter Description
apiKey Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive.
userName The username is listed on your Ozonetel account.
agentPhoneNumber
  • The LeadSquared user’s Ozonetel agent phone number.
  • From the dropdown, map the agentPhoneNumber to the user field that contains the Agent phone number, which in the example listed below is “@{User:PhoneMain}”.

ozonetel ccaas incoming agent pop-up api

Response Mapping for the Incoming Agent Pop-up API –

Key Value Mapping
message Invalid Agent Phone Number Consider As Error
Status Success Consider As Success
PhoneNumber "" Consider As Data

ozonetel ccaas incoming agent pop up response mapping

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the Ozonetel CCaaS List All DID Numbers API.

Method API
GET https://in1-ccaas-api.ozonetel.com/CAServices/DID/RunningDIDs.php?userName=AccountNameFromozonetelPortal&apiKey=AccountAPIKeyFromOoznetelPortal

Query Parameters –

Parameter Description
userName The username is listed on your Ozonetel account.
apiKey Your Ozonetel API key. To obtain this, please log in to your Ozonetel account, or reach out to your Ozonetel support executive.

ozonetel ccaas list all did api

Response Mapping for the List All DID Numbers API –

Key Value Mapping
status success Consider As Success
data "" Consider As Data

ozonetel ccaas list all did api response mapping

 

Any Questions?

If you have a question that this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts you have.

Mobile Cloud Calling Set Up for MCube

/0 Comments/in , /by

1. Overview

This article will help you set up MCube with LeadSquared Mobile Cloud Calling connector.

Note: International calling is not supported on this connector.

 

2. Prerequisites

Before integrating your telephony provider, you must read the prerequisites and install the connector by referring to this article – Mobile Cloud Calling.

 

3. Set Up for MCube

There are two types of configurations available for MCube –

  • MCube Cloud Offering – Configure this API if you want to enable support for softphone telephony.
  • MCube VMC offering – This version does not support a softphone.

 

4. MCube Cloud Calling Offering

1) Click2Call API

Navigate to the Click to Call Set-up screen to configure the MCube Cloud Offering Click2Call API –

Note: This API is specifically for domestic calling.
Method API
POST https://api.mcube.com/Restmcube-api/outbound-calls

In Body, pass the following payload –

Parameter Description
HTTP_AUTHORIZATION Pass the token, this is account-specific and should be unique for each customer Mcube account.
exenumber
  • Agent number to dial from.
  • Map the exenumber to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
custnumber
  • Lead number to whom the call is dialed.
  • You can map this variable to the “@CustomerNumberWithoutCountryCode” option.
refurl This is a static variable and should always be 1.
refid
  • This is the lead ID. 
  • In the example below, the variable is mapped to “@{Lead:ProspectID}“.

mcube c2c cloud offering

Response Mapping for MCube Cloud Offering Click2Call  –

Key Value Mapping
called "" Consider As CallSessionId
status succ Consider As Success
msg "" Consider As Data

mcube cloud calling c2c response mapping

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the MCube Cloud Offering Incoming Agent Pop-up API.

Method API
POST https://api.mcube.com/cloudcomputing-api/getCustomerDetails

In Body, pass the following payload –

Parameter Description
secretkey Pass your MCube secret key.
emp_phone
  • Employee or DID number.
  • From the dropdown, map the exenumber to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
mcube cloud agent pop up

Response Mapping for MCube Cloud Offering Incoming Agent Pop-up  –

Key Value Mapping
customernumber "" Consider As Data
status success Consider As Success

agent pop up response

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the MCube Cloud Offering List All DID Numbers API.

Method API
POST https://config.mcube.com/cloudcomputing-api/commondids

In Body, pass the following payload –

Parameter Description
secretkey Pass your MCube secret key.

list all did

Response Mapping for MCube Cloud Offering List All DID Numbers  –

Key Value Mapping
status success Consider As Success
Didnumber "" Consider As Data

list all did response

 

5. MCube VMC Offering

1) Click2Call API

Note: This API is specifically for domestic calling.

Navigate to the Click to Call Set-up screen to configure the MCube VMC Offering Click2Call API –

Method API
GET https://mcube.vmc.in/api/outboundcall?apikey=xxxxxef3a942e649f4abxxxxxxxxxxxx&exenumber=xxx3767xxx&custnumber=xxx0999xxx&url=1

Query Parameters –

Parameter Description
apikey Your MCube API key.
exenumber
  • DID number to dial from.
  • From the dropdown, map the exenumber to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.
custnumber
  • Lead number to whom the call is dialed.
  • You can map this variable to the “@CustomerNumberWithoutCountryCode” option.
url This is a static variable and should always be 1.

MCube VMC cloud calling c2c

Response Mapping for MCube VMC Offering Click2Call  –

Key Value Mapping
msg success Consider As Success
callid "" Consider As CallSessionId

MCube VMC cloud calling c2c response

2) Incoming Agent Pop-up

Navigate to the Incoming Agent Pop-up screen to configure the MCube VMC Incoming Agent Pop-up API.

Method API
Get https://mcube.vmc.in/api/getCustmerdetails?apiKey=xxxxxxxxxx42e649f4ab6dxxxxxxxxxx&agentPhoneNumber=xxx376xxxx

Query Parameters –

Parameter Description
apiKey Pass your MCube API key.
agentPhoneNumber
  • Agent or DID number.
  • From the dropdown, map the exenumber to the field that contains the Agent phone number,  “@AssociatedPhoneNumberWithoutCountryCode”.

Response Mapping for MCube VMC Offering Incoming Agent Pop-up  –

Key Value Mapping
status success Consider As Success
status error Consider As Error
data "" Consider As Data

MCube VMC incoming agent response

3) List All DID Numbers

Navigate to the List All DID Numbers screen to configure the MCube VMC Offering List All DID Numbers API.

Method API
GET http://mcube.vmc.in/api/getBusinessNumbers?apiKey=xxxxxxxxxx42e649f4ab6dxxxxxxxxxx

Query Parameters –

Parameter Description
apiKey Pass your MCube API key.

MCube VMC cloud calling list all did numbers

Response Mapping for MCube VMC Offering List All DID Numbers  –

Key Value Mapping
status success Consider As Success
data "" Consider As Data

MCube VMC cloud calling list all did response

 

Any Questions?

If you have a question this article did not answer, please let us know in the comments section below. We’ll be happy to improve the content and help you with any doubts.