📘 Introduction

LeadSquared (LSQ) is a customer relationship management (CRM) platform designed to streamline sales, marketing, and customer engagement processes.
Our integration with LeadSquared enables seamless telephony functionality to enhance user productivity and operational efficiency.

🚀 Features

The LeadSquared CRM integration supports the following key functionalities:

• Click-to-Call – Initiate calls directly from the CRM interface
• Call Logging – Automatically log call details in the CRM
• Entity Creation (Lead) – Capture and create new leads within LSQ
• Click-to-Dial – Enable quick dialing from the CRM interface
• Auto-Ticketing (Disposition-less Call Logging) – Push call logs without requiring disposition submission
• Call Notes – Log additional call-related information
• Call Recordings – Store and access call recordings for reference
• Agent Pop-up (Incoming/Outgoing Calls) – Display real-time call information

🔗 Connection Methods

• PSTN / Extension-Based Calling
• Softphone / WebRTC-Based Calling

📁 Supported Modules

• Leads – Capture and manage leads
• Activities – Log call-related activities
• Opportunities – Not supported in LeadSquared

⚠️ Known Limitations

• Contact Redirection – Not supported as LSQ is not a single-page CRM
• Phone Number Search – Only the phone number field is supported for lead search and log mapping
• Custom Field Mapping – Currently not supported
• Multiple Lead Handling – Not supported in LSQ
• Lead Sync – Automatic lead synchronization is not available

This document serves as an overview of our integration with LeadSquared CRM.
For step-by-step integration instructions, please refer to the LeadSquared CRM Integration Guide.