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 features:

• 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 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.