CRM and Sales tools
LeadSquared
18 min
leadsquared is a crm and marketing automation platform that helps businesses manage leads, automate sales processes, and track customer interactions integrating leadsquared with make com enables automated lead capture, sales pipeline updates, and marketing campaign synchronization across multiple tools this is ai generated content based on official leadsquared documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www leadsquared com/contact/ directly requirements to use the leadsquared app in make, you must have an active leadsquared account and api access with an access key and secret key, https //www leadsquared com for subscription, refer to the https //www leadsquared com connect leadsquared and {{product name}} to get started, you must first create a connection between leadsquared and {{product name}} , allowing the two services to communicate obtain your api key in your leadsquared account create the connection in make obtain your api key in your leadsquared account before you create the connection in {{product name}} , you should first obtain your api key in your leadsquared account to obtain your api key navigate to my profile click settings click api and webhooks click api access keys copy the api key displayed on screen copy the client secret displayed on screen copy the api host displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help leadsquared com/how do i obtain api access keys in leadsquared/ create the connection in {{product name}} https //www make com/en/register , add the leadsquared module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your leadsquared account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page leadsquared modules after connecting to the leadsquared app, you can choose from a list of available modules to build your {{scenario plural lowercase}} cancel a sales activity cancels a specified sales activity that has already been created create a sales activity creates a new sales activity record linked to an existing lead create a task creates a new task within your selected project or workspace create a user creates a new user account in the specified system create an activity creates a new activity and links it to an existing lead in your system create or update a lead creates a new lead or updates the details of an existing lead in your system delete a lead permanently removes a specified lead from your database delete a task permanently removes a specified task from your account delete an activity deletes a specified activity from your account get a task retrieves detailed information about a specific existing task get a user retrieves detailed information about a specific existing user get an activity retrieves detailed information about a specific existing activity list users retrieves a complete list of all current users in your account make an api call executes a custom api request to the connected service using your authorized credentials search leads searches for specific leads or retrieves a complete list of all leads search sales activities searches for specific sales activities within your account update a sales activity updates the details of a specific sales activity that already exists update a task modifies the details of a specified existing task update a user modifies the details of an existing user account update an activity modifies the details of a specified existing activity watch new events triggers when a new event is created templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} leadsquared resources you can have access to more resources related to this app on the following links https //community make com/search?q=leadsquared https //www leadsquared com https //apidocs leadsquared com/overview/#api https //www make com/en/integrations/leadsquared