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Leadsquared CRM Integration Guide

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This document provides a step-by-step guide to integrating LeadSquared CRM with Acefone Dialer for seamless calling and call logging. The integration enables users to make calls directly from LeadSquared, log call details, and access call recordings.

Prerequisites

Before starting the integration, ensure you have the following:

1. Acefone Requirements:

  • Acefone Admin Account (for setting up telephony integration)
  • Acefone Agent Account (for making/receiving calls)
  • Acefone API Token (needed for authentication and API access)
  • Dialer Campaigns Setup:
    • At least one empty lead list assigned to the campaign throughout the campaign duration

2. LeadSquared Requirements:

  • LeadSquared Account with active Telephony Integration module
  • LeadSquared API Permissions (enabled for telephony, leads, and marketplace access)
  • Marketplace Access (to install and configure Universal Telephony Connector)

Integration Steps

Follow the steps below to set up the integration.

Step 1: Enable Leadsquared Dialer Integration with Acefone

  1. Log into your Acefone India Account.
    image-20240820-132103.png
  2. Navigate to the Integrations Tab from the side-navigation panel.
    image-20250318-203617.png
  3. In Dialer integration, click on enable for Leadsquared CRM integration.
    image-20250318-203727.png
  4. Click on More Details in Leadsquared CRM integrations option.
    image-20250318-203902.png
  5. In Settings Tab, click on configure against Leadsquared CRM Account Authorization to authorize your Leadsquared CRM Account.

  6. In a new tab, Log in to your Leadsquared CRM Account.
  7. To get the CRM domain, copy the webpage URL to “.com”.
  8. Click on Profile Icon in the top right corner and go to settings.
  9. In settings, navigate to API and Webhooks and copy the API Domain (till .com), then click on Show Secret Key and copy the Access & Secret Keys.

  10. Now, click on Apps>Apps Marketplace.
  11. Verify it contains the LeadSquared Universal Telephony Connector; if not, then install it.
  12. Configure the settings by clicking the configure icon.
  13. Click on Agent PopUP API and copy the Agent Pop-Up API.
  14. Click on Call Log API and copy the Call Log API.
  15. Navigate to Acefone, fill in all the copied details and click on Authorize.
  16. Your Leadsquared CRM is successfully authorized.

Step 2: Dialer Configuration, Lead Map & Map Users and Agents

  1. To add the desired Dialer Campaign, click on Configure against Dialer Campaign Configurations.
  2. Configure the desired campaigns and click on Save.
FieldDescription
Add CampaignEnables you to add multiple campaigns.
DeleteAllows you to delete any specific campaign.
SaveIt will save all the added campaigns.

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Note: the selected campaign should contain only one lead list throughout the campaign, and it should be empty in the beginning.

  1. Next, click on Configure against Lead Map to Map the lead list of campaigns chosen in Dialer Campaign Configurations with your Leadsquared CRM.
  2. Fill in the basic details and click on Map.
  3. Lastly, click on Configure to allow the team members to access the campaign and use the auto-ticketing feature.
  4. Enable the status and auto-ticketing for desired users and click on Close.

Step 3: Configure Universal Telephony Connector in LeadSquared

  1. In your Leadsquared Account, to go the Universal Telephony Connector and click on configure.
  2. Add Virtual Number in the format +91-XXXXXXXXXX and give a name to it.
  3. Next, enable the Agent popup API and click the Save button.
  4. Go to Agent Panel Settings and enter the following details and click on Save.
FieldValue
Panel URLhttps://console.acefone.in/dialer/login
Panel PermissionsDefault i.e., allow=geolocation;microphone;camera
Panel TitleAcefone India Dialer

  1. Under Click 2 Call, ensure the fields have the following details:
FieldValue
URLhttps://dialer-api.acefone.in/api/manual-dial?Phone=@leadPhone&Mobile=@agentNumber
HTTP MethodPOST
Response KeywordOK, Success
Request TypeJSON
Data Template{"destination_number":"@customerNumber","agent_number":"@agentNumber","caller_id":"@virtualNumber"}
Response TypeJSON

Use the following details for Custom Header:

FieldValue
NameAuthorization
ValueBearer:Auth_Token

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Note: For generating Acefone Auth_Token, navigate to API Connect>API Token and click on Generate a token.

  1. Now, click on Manage Users.
  2. Edit the user by clicking on the cog icon present next to it.
  3. Ensure the Show Phone Call Popup under Other Details is stated as Yes. If not, then you can change the settings by clicking Edit.
  4. Now, login to Leadsquared with the agent credentials and you can see the Agent Panel popup on the bottom of the screen.

This guide ensures a smooth integration process for users leveraging Acefone within LeadSquared CRM. 🚀

Updated 13 days ago