1. Feature Overview Universal Data Sync (UDS) enables effortless no code integration and data synchronization between two systems, such as marketing platforms, e-commerce systems, CRM tools, accounting software, and more. With UDS, you can create an application and setup multiple data flows within it, enabling you to consolidate and manage all data flows for a […]
1. Feature Overview Smart Links on Portals allow you to guide customers to resume progress from where they left off. For example, if a student begins filling out an application for an online course but leaves before completing the payment process, you can send a follow-up email with a customized link for them to continue. […]
1. Feature Overview This feature will help you auto-fill the Date, DateTime, or Time values on the Dynamic form. 2. Prerequisites You must enable Dynamic Forms on your account. This feature works on fields of data type: Date, DateTime, and Time. The feature is only supported on Marvin. 3. Auto-Fill Date and Time […]
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 […]
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 […]
1. Feature Overview Schedule the delivery of your SIERA report to your LeadSquared email address. Admins can schedule reports for themselves or other users, while non-admin users can schedule reports for themselves. 2. Prerequisites SIERA is a paid feature. To enable it, contact your account manager or send an email to support@leadsquared.com. 3. Scheduling […]
1. Feature Overview This article will help you add Buttons to your Dynamic Form. 2. Prerequisites To create a Dynamic Form, refer to How to Create a Form. The Button Special Field can be rendered only in the New UI/Marvin Application and LeadSquared Mobile Application. 3. Use Case Buttons on a Dynamic Form can […]
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, […]
1. Feature Overview This article will help you configure your landing page on Landing Pages Pro (LPP) to display multiple variations of the same landing 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 […]
1. Feature Overview LeadSquared’s Landing Pages Pro (LPP) enables you to create and publish compelling landing pages in minutes (for education/insurance/lending/medical applications, course registrations, etc.) to capture leads and opportunities. Leverage the intuitive DIY, drag-and-drop designer to build pages from scratch or access ready-made industry-specific templates. Publish your landing pages on custom domains, or the default LeadSquared domains […]
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 […]
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 […]
1. Overview This article will help you set up MCube 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 MCube There are two types of configurations available […]
1. Overview This article will help you set up Knowlarity with LeadSquared Cloud Calling. 2. Set up Knowlarity To configure Knowlarity as the telephony provider, please refer to Knowlarity Set-up.
1. Feature Overview SIERA’s Quick Edit feature lets users change the basic parameters of an existing report and Save it as a new copy or overwrite the existing report. This functionality is available to all user types. 2. Prerequisites SIERA is a paid feature. To enable it, contact your account manager or send an […]
1. Feature Overview This article lists the various mail merge fields available in the Universal Telephony Connector (UTC). 2. Prerequisites The Universal Telephony Connector is a paid connector, to enable it contact support@leadsquared.com. You must be an Administrator user to access the connector configuration. 3. Click2Call Mail Merge Fields Note: The following click […]
1. Feature Overview To create a report using the SIERA Report Builder, admins must first select a data source. SIERA stores data separately in multiple tables, which offer the following features – Designed for superior performance during report generation. Simplify reporting by joining multiple tables in LeadSquared to create a mega-table, streamlining the report creation […]
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 […]
1. Overview This article will help you troubleshoot LeadSquared’s Automation feature. 2. Automation Triggers 1. Why didn’t the Automation trigger? Verify if the Run only once per lead/account/opportunity option is selected. If selected, and the Automation has triggered once, it will not trigger a second time. If you’ve included additional conditions/inclusion criteria, the entities […]
1. Feature Overview The Bulk Automation Trigger feature enables Automations to trigger when entities (leads, opportunities, activities, etc.) are created or updated in bulk through Import and Bulk Update via UI or API. Note: Once an automation is triggered 50 times for a lead within a single day, it will automatically terminate. This is done […]