1. Feature Overview The Union and Union All options in the Analytics Report Builder allow you to combine the results of two or more queries into a single dataset by stacking rows vertically. Unlike Joins, which merge related tables side-by-side (column-wise), Union combines datasets that share the same structure and appends them together (row-wise). Union […]
1. Feature Overview Universal Data Sync (UDS) now supports TCP (Transmission Control Protocol) as both a Trigger and an Action. This allows LeadSquared to integrate with healthcare and legacy systems that rely on socket-based communication instead of REST/HTTPS APIs. With TCP support, UDS workflows can: Receive inbound HL7 messages over TCP and trigger workflows in […]
1. Feature overview Distribution Engine is a simple, rules-based way to automatically assign Leads and Opportunities to the right users. It replaces complex automation-based assignment with an easy-to-manage setup that helps you distribute records fairly, reduce manual effort, and meet response SLAs. You can use Distribute Engine to: Automatically assign new records as soon as they are […]
1. Feature Overview The FloStack–UDS integration lets you automatically sync key lead interactions—such as appointments, reschedules, cancellations, callback requests, and microsite information—from FloStack into LeadSquared. All FloStack actions are pre-configured in UDS, so you only need to authenticate and complete field mappings. Once configured, new appointment bookings, updates, and microsite events flow directly into LeadSquared […]
1. Feature Overview FloStack is a lead-qualification and routing layer that connects multiple lead intake channels to the right downstream conversion paths—such as personalized microsites, event microsites, and booking links. It addresses the routing gap in acquisition workflows, where prospects arrive with intent, but neither they nor the organization can always determine the correct next […]
1. Feature Overview The Bookings & Events module is the central hub for publishing, managing, and sharing all scheduling experiences created in Flostack. Whether you’re hosting personal consultations, running large-scale webinars, or offering multiple types of sessions to leads and customers, this module brings everything together in one place. It consists of three core components: […]
1. Feature Overview Leadsquared’s Approvals Flow Connector lets Admins set up seamless approval workflows between users and their respective managers, based on specific criteria. For example, an Admin can configure conditions necessitating approval for loan applications exceeding a threshold. In such cases, when a user inputs an amount surpassing this threshold, the relevant manager(s) will […]
1. Overview You can integrate UDS with LeadSquared Portals to enable pre-submission validation for signup (registration/login) forms. The validation runs on the Register Save Request at each step of the signup process — applicable to both single-step and multi-step forms. Note: Non-registration forms are not supported in this integration. 2. Core Rules Parameter Description Integration […]
1. Feature Overview The LeadSquared Mobile Cloud Calling connector allows you to make calls to your leads over the internet, through the LeadSquared mobile app. The features of this connector are – You can enable mobile cloud calling through your existing telephony provider by configuring APIs. You can initiate cloud calling to your leads via […]
1. Feature Overview Transformations in Universal Data Sync (UDS) let you manipulate and format mapped data before it is sent to an API or another destination. They ensure that data is passed in the correct format, for example, phone numbers, dates, or strings — according to the receiving system’s requirements. Transformation options vary depending on […]
1. Feature Overview The Meetings Type feature in Flostack enables users to define and manage different categories of meetings with tailored scheduling rules. It supports instant scheduling, allowing users to specify availability for specific purposes, while controlling duration, time slots, visibility, and participant capacity. Meeting types can be one-on-one or group meetings, and can be […]
1. Feature Overview The Logger Parameter feature in UDS enables users to configure and capture up to three additional key-value pairs along with the system-generated Request ID. These parameters can be drawn from request data, query parameters, or action responses. Once configured, they are stored in logs and can be used to search records directly, […]
1. Feature Overview This action allows you to make a call to any REST API within your UDS workflow. Configuration Includes: Endpoint URL and HTTP method (GET, POST, PUT, etc.) Request headers, query parameters, and body Dynamic value mapping using variables from previous steps Transform data as needed using LiquidJS filters. Handling responses and errors […]
1. Feature Overview ACE Notifications help keep users and managers engaged by sending timely nudges about goal progress. Notifications can be configured as time-based (pre-defined time intervals or cycle completion based) or progress-based (triggered when a percentage of the goal is achieved). 2. Prerequisites Only Admins and Super Admins can manage notifications and create […]
1. Feature Overview With the enhanced Portals and Landing Pages Pro (LPP) designer, you can now create professional, responsive pages much faster. The new designer includes ready-made templates and reusable design elements, so you spend less time on setup and more time focusing on content and conversions. 2. Ready-Made Templates Choose from a wide range […]
1. Feature Overview ACE Notifications help keep users and managers engaged by sending timely nudges about goal progress. Notifications can be configured as time-based (pre-defined time intervals or cycle completion based) or progress-based (triggered when a percentage of the goal is achieved). 2. Prerequisites Only Admins and Super Admins can manage notifications and create […]
1. Feature Overview You can now import external data stored in Mavis into SIERA and use it in your SIERA reports and dashboards. This enhancement allows you to combine third-party campaign data (e.g., from Facebook Ads, Google Ads) with your LeadSquared data for deeper performance insights. 2. Prerequisites SIERA is a paid feature. To […]
1. Feature Overview The Logs feature in Universal Data Sync (UDS) allows you to monitor and troubleshoot the execution of your data sync flows. It provides complete visibility into the input requests, action-wise execution paths, transformation outcomes, and response payloads. Each log entry reflects a unique request processed by a UDS flow and helps you: […]
1. Feature Overview The Return Response action allows UDS workflows to send a custom response back to the API caller. When added, all actions before it run synchronously, while actions after it are queued and processed asynchronously. This is useful when an immediate, dynamic reply is needed. 2. Prerequisites You must be an Administrator […]
1. Feature Overview The Lead Workflow action template in Universal Data Sync (UDS) allows you to manage leads using advanced search. It searches for the lead based on the defined primary and secondary search criteria. It then performs the selected Action. This template helps you handle the dedup cases. It supports two-level search logic using […]