Leadsquared CRM is a marketing automation and sales execution platform that helps businesses increase closing rates and easily manage their pipelines. Integrating with Smartflo helps with call-related activities inside CRM that increase your business’s productivity and lead scoring.

Instructions

Follow the steps below to integrate Smartflo with Leadsquared.

1. Login to your telephony account.

2. Click on Integrations tab from the side-navigation menu.

3. Move over to the Leadsquared integration and click on Enable.

4. Log into your LeadSquared account.

5. Click Apps > Apps Marketplace

6. Verify it contains the LeadSquared Universal Telephony Connector; if not, then install it.

7. Configure the settings by clicking the configure icon.

8. The below configuration page appears. Now, add Virtual Number in the format +91-XXXXXXXXXX and give a name to it.

9. Next, enable the Agent popup API and click Save button.

10. Under Click 2 Call, ensure the fields have the following details:

📘

Note:

In case of calling with VPN, assign your agents extension id to one of the custom parameters under user settings >> other details in Leadsquared and assign it to the agent number parameter in the data template above.

Use the following details for Custom Header:

Follow the steps below to generate Auth_Token

a. Login to your Smartflo account.

b. Click on API Connect>API Tokens from the side-navigation menu.

c. Click on Generate Token.

d. Give a token name and click on Save.

e. Click on Copy Token to copy the value.

11. Now, click on Manage Users.

12. Edit the user by clicking on the cog icon present next to it.

13. Ensure the Show Phone Call Popup under Other Details is stated as Yes. If not, then you can change the settings by clicking Edit.

14. Login to your Telephony account.

15. Click on API Connect>Webhook from the side-navigation menu.

16. Create five webhooks by clicking Add Webhook.

• Agent Pop up IC to get screen prompt when a prospect/lead call you.
• Agent Pop up OB to get screen prompt when you call a prospect/lead.
• Call Log API LS(Incoming-Answered) to manage logs for incoming answered calls.
• Call Log API LS(Incoming-Missed) to manage logs for incoming missed calls.
• Call Log API LS (Outgoing) to manage logs of outgoing calls.

17. Create the First Webhook by entering the below mentioned details.

Enter the below code in Response Body:

{
  "CallSessionID": "$uuid",
  "DisplayNumber": "$call_to_number",
  "SourceNumber": "$customer_number_with_prefix",
  "StartTime": "$start_stamp",
  "DestinationNumber": "$answer_agent_number",
  "Direction": "Inbound"
}

Click Save button once all the details have been added.

18. Create the Second Webhook by entering the below mentioned details.

Enter the below code in Response Body:

{
  "CallSessionID": "$uuid",
  "DisplayNumber": "$caller_id_number",
  "SourceNumber": "$answer_agent_number",
  "StartTime": "$start_stamp",
  "DestinationNumber": "$call_to_number",
  "Direction": "Outbound",
  "CallDuration": "0",
  "Status": "Answered"
}

Click Save button once all the details have been added.

19. Create the Third Webhook by entering the below mentioned details Call Log API:

Enter the below code in Response Body:

{
  "CallSessionId": "$uuid",
  "DisplayNumber": "$call_to_number",
  "SourceNumber": "$caller_id_number",
  "StartTime": "$start_stamp",
  "EndTime": "$end_stamp",
  "CallDuration": "$duration",
  "DestinationNumber": "$answered_agent.number",
  "Status": "$call_status",
  "ResourceURL": "$recording_url",
  "Direction": "$direction"
}

Click Save button once all the details have been added.

20. Create the Fourth Webhook by entering the below mentioned details Call Log API:

Enter the below code in Response Body:

{
  "CallSessionId": "$uuid",
  "DisplayNumber": "$call_to_number",
  "SourceNumber": "$caller_id_number",
  "StartTime": "$start_stamp",
  "EndTime": "$end_stamp",
  "CallDuration": "$duration",
  "DestinationNumber": "$first_missed_agent_number",
  "Status": "$call_status",
  "ResourceURL": "$recording_url",
  "Direction": "$direction"
}

Click Save button once all the details have been added.

21. Create the Fifth webhook by entering the below mentioned details Call Log API:
    

Enter the below code in Response Body:

{
  "SourceNumber": "$answered_agent.number",
  "CallerSource": "$caller_id_number",
  "DestinationNumber": "$call_to_number",
  "DisplayNumber": "$caller_id_number",
  "StartTime": "$start_stamp",
  "EndTime": "$end_stamp",
  "CallDuration": "$duration",
  "ResourceURL": "$recording_url",
  "Direction": "Outbound",
  "CallSessionId": "$uuid",
  "Status": "$call_status"
}

Click Save button once all the details have been added.

📙 Leadsquared integration provides the below-listed functionalities

• Click To Call (Outbound Calls)
• Agent Extension
• Call Notes or Call Description
• Call Detail Records

Follow the steps below to start using Leadsquared on Smartflo.

1. Log In to the app.

2. To use the Click to Call functionality, click on the number to which you want to make a call.

You’ll see the following pop-up.

Click on Call to make a call.

You’ll see the following message once the call has been made successfully.

3. To view the Call Detail Records, click on Activity History.

The CDR gives the following details.