diff --git a/en/usa/marketplace/leadsquared/README.md b/en/usa/marketplace/leadsquared/README.md new file mode 100644 index 00000000..526798f2 --- /dev/null +++ b/en/usa/marketplace/leadsquared/README.md @@ -0,0 +1,85 @@ +# Leadsquared Integration + +## Available features + +
+Click to expand/collapse + +- **Automated Lead Creation**: Automatically create leads after successful inbound, outbound, or missed calls. +- **Automated Call Routing**: Route calls to the appropriate manager (customer owner) in Leadsquared, ensuring efficient communication management. +- **Click-to-Call Widget**: Initiate inbound and outbound calls directly within your Leadsquared system with a convenient Softphone widget, enabling quick and efficient communication with customers and prospects. + +
+ +## Integration Setup + +
+Initial Setup Steps & CallGear Softphone Widget + +### Initial Steps + +1. **Turn on integration**: + - Go to the Integration section (left sidebar). + - Click on Leadsquared in the list of integrations and proceed to its configuration. +2. **Authorization**: + - Add Leadsquared Credentials Name. + - Go to Leadsquared Settings - API and Webhooks.
![img.png](img.png) + - Copy API host, API Key and Secret Key.
![img_1.png](img_1.png) + - Paste this data into the credentials form.
![img_2.png](img_2.png) + - Click add and that’s it. + +### CallGear Softphone Widget
+ +1. **Installation**: + - Use the provided link to download and install the widget. +2. **Authorization**: + - Authenticate using your CallGear account credentials. + - Log in to the installed widget under the same account. +3. **Functionality Check**: + - Enable the "Show softphone" option within Leadsquared. + - Make sure that the widget icon is displayed. + +
+ +
+Integration with LeadSquared Mobile Connector + + + **Integrate with LeadSquared Mobile Connector**: + - Install the connector from Marketplace
![img_3.png](img_3.png) + - Use the modified webhook URL (with the appended endpoint path) in your LeadSquared Mobile Connector configuration. + - After installation, click on the gear icon and proceed to configure. + - Select the preferable setting. In our case, we use Only cloud calling with Phone as User field with Virtual Number
![img_4.png](img_4.png) + - **Click2Call**: + - Click on the `Click to Call Set-up` button and paste the webhook URL you get in the `Webhook URL` and append the endpoint path to it. Set method to `POST` and paste the body template![img_5.png](img_5.png) + - ```json + {"agent_email": "@{User:EmailAddress}","customer_number": "@{Lead:Phone}"} + ``` + - Click `Go to Test API`, then enter some data from your Leadsquared account and click `Test And Map Response`. If everything is correct, you will see the response + ![img_6.png](img_6.png) + - Map the response and click `Save`
![img_7.png](img_7.png) + - **Pop-up**: + - Click on the `Incoming Agent Pop-up` button and paste the webhook URL you get in the `Webhook URL` and append the endpoint path to it. Set method to `POST` and paste the body template![img_8.png](img_8.png) + - ```json + {"agent_phone": "@{User:PhoneMain}"} + ``` + - Click `Go to Test API`, then press `Test And Map Response`. If everything is correct, you will see the response
![img_9.png](img_9.png) + - Map the response and click `Save`
![img_10.png](img_10.png) + - **DID**: + - Click on the `DID` button and paste the webhook URL you get in the `Webhook URL` and append the endpoint path to it. Set method to `GET`
![img_11.png](img_11.png) + - Click `Go to Test API`, then press `Test And Map Response`. + - Map the response and click `Save`
![img_12.png](img_12.png) + - That’s it. Now you can use the CallGear Softphone Widget with LeadSquared Mobile Connector. + +
+ +
+Syncing Details + +### Sync Contacts +Synchronizes contacts from Leadsquared to CallGear by parsing new leads. If the lead has a meaningful name (not just a phone number) and the phone number is not already in the contact book, the contact will be synced. + +### Sync Users +Synchronizes users from Leadsquared to CallGear. A user will be synced if there is no user with the same email in CallGear. + +
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