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85 changes: 85 additions & 0 deletions en/usa/marketplace/leadsquared/README.md
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# Leadsquared Integration

## Available features

<details>
<summary>Click to expand/collapse</summary>

- **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.

</details>

## Integration Setup

<details>
<summary>Initial Setup Steps & CallGear Softphone Widget</summary>

### 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. <br>![img.png](img.png)
- Copy API host, API Key and Secret Key. <br>![img_1.png](img_1.png)
- Paste this data into the credentials form.<br> ![img_2.png](img_2.png)
- Click add and that’s it.

### CallGear Softphone Widget <br />

1. **Installation**:
- Use the <a href="https://chromewebstore.google.com/detail/callgear/gmepbeelpjhhlnkccmclgijnnleadijl" style="color: blue; text-decoration: underline;">provided link</a> 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 <a href="https://leadsquared.com/" style="color: blue; text-decoration: underline;">Leadsquared</a>.
- Make sure that the widget icon is displayed.

</details>

<details>
<summary>Integration with LeadSquared Mobile Connector</summary>


**Integrate with LeadSquared Mobile Connector**:
- Install the connector from Marketplace <br> ![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 <br> ![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` <br>![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 <br>![img_9.png](img_9.png)
- Map the response and click `Save` <br>![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` <br>![img_11.png](img_11.png)
- Click `Go to Test API`, then press `Test And Map Response`.
- Map the response and click `Save` <br>![img_12.png](img_12.png)
- That’s it. Now you can use the CallGear Softphone Widget with LeadSquared Mobile Connector.

</details>

<details>
<summary>Syncing Details</summary>

### 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.

</details>
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