The LeadSquared Zapier integration allows you to integrate your LeadSquared CRM with 500+ third party web services via the Zapier web automation service. Zapier is a web automation app which allows you to connect apps you use every day to automate tasks and save time.
For more information on zapier and how it works, refer to the below Zapier Help documents. It is important that you read and understand the concept of Zaps, Triggers, and Actions using these help documents before you start working with Zapier.
- You should have a Zapier account. For more information on the various plans of Zapier, refer to Zapier Pricing.
- You should have a LeadSquared account with access to webhooks. For more information on Webhooks, refer to Webhooks.
Connecting your LeadSquared Account with Zapier
- Log on to your Zapier account. The Zapier dashboard appears:
- Under the Explore tab, in the Search for any app name field, search for LeadSquared. The LeadSquared App details appears below.
This area lists the various Triggers, Actions and Searches you can use between LeadSquared and Zapier. These are explained in the latter sections of this help document.
To connect your LeadSquared account with Zapier:
- Click Connect Account as highlighted in the image above. The Connect an Account window appears.
- Enter your LeadSquared access and secret keys in the Access Key and Secret key fields respectively. For information on how to find your LeadSquared Access Key and Secret Key, refer to How do I obtain API Access keys in LeadSquared?
- Click Yes, Continue. Your LeadSquared account is now connected with Zapier.
The next step in this process is to create a Zap. For more information on Zap, refer to Zaps.
Before you create a Zap, you need to familiarize with the following terms and their associated LeadSquared functionalities.
A Trigger is an event that is the starting point of a Zap. Example: If you want to create a new Lead when your google spreadsheet is updated with a new Email address, the starting point is Creating a New Lead.
The following are the various LeadSquared triggers available in Zapier:
- Updated Lead – This triggers starts the workflow when any associated Lead field value changes in your LeadSquared CRM. Example: If the Lead location value changes in your LeadSquared CRM, your Google Spreadsheet row is updated with the new location value.
- Lead Stage Changed – This trigger starts the workflow when the Lead Stage value of a Lead is changed in your LeadSquared CRM. Example: If the Lead Stage value of a Lead is changed from ‘opportunity‘ to ‘customer‘ in your LeadSquared CRM, then an Email is sent from your Gmail account to the Lead with the list of benefits and other details of your company.
- Landing Page Submission – This trigger starts the workflow when a Lead submits details on a Landing Page. Example: If a Lead submits details on a particular Landing page, then send a personalized Email is send to your Lead with the details of a webinar regarding your product or new feature.
- New Activity for Lead – This trigger starts the workflow when a new activity is posted against a Lead in your LeadSquared CRM. Example: When a Sales activity is posted against a Lead, a new row is created in a Google spreadsheet with the Sales Activity. By doing so, you can collate all Sales Activity details in one separate google spreadsheet.
- New Lead – This trigger starts the workflow when a new Lead is created in your LeadSquared CRM. Example: If a new Lead is created in your LeadSquared CRM, then a new row is created in your google spreadsheet.
An Action is an event a Zap performs. Example: If you want to send an Email each time a new Lead is created in your LeadSquared CRM, ‘Send Email‘ is the Action.
The following are the various LeadSquared actions available in Zapier:
- Create Task on Lead – Allows you to create a task for a Lead as the action for a trigger. Example: If a new Lead is created in your Salesforce CRM, you can assign a follow-up task to the required LeadSquared user to look after the Lead. Here the follow-up task is the Action.
- Create or Update – Allows you to create or update a Lead in your LeadSquared CRM as the action for a trigger. Example: If a new row entry is created in your Google Spreadsheet, a new Lead is created in LeadSquared based on the Email address entered in the spreadsheet. Here creating a Lead is the Action.
- Create Activity for Lead – Allows you to create an activity against a Lead in your LeadSquared CRM for a trigger. Example: If a new task is created in your Salesforce CRM, then an activity is posted to the corresponding Lead in your LeadSquared CRM.
- Find Lead – Allows you to find an existing Lead in your LeadSquared CRM using Email address or lead ID in an action. Example: Consider if a new Lead is created in your Salesforce CRM. Using Find Lead, you can search if that Lead already exists in your LeadSquared CRM using the Lead Email address or Lead ID.
How to Create a Zap?
- From your Zapier Dashboard, go to the Zaps tab. This tab allows you to view all the Zaps that you have created and also allows you to enable or disable the Zaps that you have created. It also allows you to view the Zaps that are in draft mode.
- Click Make a Zap. The Zap creation wizard appears.
As a basic example, the procedure to create a row entry in your google spreadsheet when a Lead is created in your LeadSquared system is given below:
Step 1 : Trigger
- Click Choose App. Search and select LeadSquared in the search field. LeadSquared is now selected as the app.
- Click Choose Trigger. The Select LeadSquared Trigger area appears on the right side. This area allows you to select the trigger or starting point of the workflow.
As mentioned earlier, we are selecting Lead Creation as the trigger. To do this:
- Select New Lead and click Save + Continue.
- Under Choose Account. If your LeadSquared account is already connected to Zapier, click Save + Continue. If you want to select a different LeadSquared account, Connect New Account.
Once you click Save + Continue, you can test test this step. To do so:
- Click Fetch & Continue. This tests whether Zapier is able to access the Leads in your system in order to start the workflow. Once the testing is completed, the ”Test Completed message” appears as highlighted in the image below:
- Click Continue. The trigger selection step is completed.
Step 2 : Action
Once the trigger app is selected as LeadSquared and the trigger event is given as New Lead, you need to provide the succeeding Action to the Zap workflow. This means that once a trigger event occurs, a succeeding action like Sending an Email, creating a google spreadsheet entry, creating task for the corresponding Lead in another CRM and so on should be provided.
As explained before, as an example the workflow here is to create a row entry in your google spreadsheet when a Lead is created in your LeadSquared system. So the action in this scenario is to create a google spreadsheet row entry.
- Search and select Google Sheets from the Choose an Action App search field.
- From Choose Action, select Create Spreadsheet Row. This allows you to create a new row in a specific spreadsheet available in your Google Sheets account.
Note: Create Spreadsheet Row is selected as an example. You can select the other options from the Select Google Sheets Action area based on your convenience.
- Click Continue. The Select Google Sheets Account window appears.
- Click Test to verify if your Google Sheets account is working for this Zap. If you want to select a different Google Sheets account, click Connect a New Account.
- Click Save + Continue. This takes you to Set Up Template.
Complete the following fields:
- Spreadsheet – Allows you to select the required Google spreadsheet from the drop-down menu.
- Worksheet – Allows you to select the required worksheet in the selected Google spreadsheet.
Once the sheet is selected, the fields names in the Spreadsheet appears below. This allows you to map the fields in the spreadsheet to the various Lead fields of LeadSquared so that when a Lead is created in your LeadSquared CRM the Lead details are captured to mapped fields of the Google spreadsheet Example: Lead Name is mapped to Name and Email Address is mapped to Email respectively.
If you have further added new Rows to your Spreadsheet and you want to them to appear in this area, click Refresh Fields.
Once all the mapping is completed, click Continue. This takes you to Test Google Sheets step which checks whether the Zap works by using sample data.
- Click Create & Continue. The Test Step is now completed:
Note: Click view your spreadsheet row to verify whether your Google spreadsheet is updated with the sample data from the test step.
- If you want to add further build the Zap using actions, click Add a step.
- Once all the steps are completed, click Finish. The following message appears:
By default, your zap is turned off. Enable to start using your Zap.
Now lets create a Lead in LeadSquared CRM to verify if the Lead details are created as a spreadsheet row in your Google Spreadsheets.
A sample Lead with the following details are created in LeadSquared.
Once the Lead is created, the details are captured in Google Spreadsheets as shown in the image below:
Similar to Google spreadsheets, you can build zaps between LeadSquared and various other apps available in Zapier to automate your various business functions.
Please contact firstname.lastname@example.org , if you have any queries or issues regarding the LeadSquared Zapier integration.