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Overview

Step into streamlined lead management with our guide on connecting and utilizing Leadsquared. Whether it's creating or updating leads, adding activities, or assigning tasks, this documentation provides a comprehensive walkthrough to make the most of Leadsquared integration for efficient customer relationship management.

Connect Leadsquared

  1. 1.
    Choose the connector - Leadsquared from the list of connectors.
  1. 2.
    Choose any one from the three actions - Create or Update Lead, Create Activity for Lead, and Create Task for Lead. You will have to Add New Connection or Select Existing Connection. If you haven't made any connection, follow the GIF.

Using the Leadsquared Connector

Create or Update Lead

  1. 1.
    Choose the Connection you created under Select Existing Connection.
  2. 2.
    The required field in Leadsquared is Phone. Apart from the required field, if you want to push optional field like Lead owner, Lead Source, & Lead Stage you can use the optional field and select the corresponding variables from the dropdown. Click on Save.
The Lead will be created or updated on the connected Leadsquared account.

Create Activity for Lead

  1. 1.
    Choose the Connection you created under Select Existing Connection.
  2. 2.
    The required field is phone number. If you would like to associate the Activity Type with the phone number, choose the activity type from the dropdown and Click on Save.
The activity will be created on the connected Leadsquared account.

Create Task For Lead

  1. 1.
    Choose the Connection you created under Select Existing Connection.
  2. 2.
    The required fields are Phone, Name, Description, Due Date, End Date, Reminder Time, and Lead Owner's Email address. Add the value or select the variable in which the value is stored for a particular field and click on Save.
The task will be created on the connected Leadsquared account.
Make sure to add the right variables as values for all the fields.
With your Leadsquared connector configured, effortlessly manage leads, activities, and tasks. Follow the steps outlined in this guide to ensure accurate data input, whether it's creating or updating leads, associating activities, or assigning tasks. Optimize your lead management process by adding the right variables and values, making your Leadsquared integration a powerful asset for effective CRM.
Last modified 1mo ago