How can users enable the Universal Telephony connector in LeadSquared CRM?

How can users enable the Universal Telephony connector in LeadSquared CRM?

🧭 Table of Contents

🧠 Overview

The Universal Telephony Connector allows agents to initiate calls directly from LeadSquared CRM using Click2Call, ensuring seamless tracking of all call activities. This integration links your CRM system with MyOperator’s API, enabling automatic logging and management of call data.

Once enabled, agents can easily make outbound calls directly from LeadSquared, boosting efficiency and ensuring comprehensive activity tracking.

🔝 Back to top ⬆️

🔧 Steps to Enable the Universal Telephony Connector

  1. Login to LeadSquared CRM
    Access your LeadSquared account by logging in.
  2. Navigate to the Apps Marketplace
    Go to the Apps → Apps Marketplace section from your dashboard.
  3. Search for the Universal Telephony Connector
    In the search bar, type “Universal Telephony Connector.”
  4. Install the Connector
    Click on the connector and click Install if it isn’t installed already.
  5. Configure the Connector
    Once installed, click Configure to start the configuration process.
✅ Goal: The Universal Telephony connector will now be successfully installed and configured, enabling Click2Call functionality directly from LeadSquared.

🔝 Back to top ⬆️

🔗 Click2Call Configuration

While configuring the Universal Telephony Connector, enter the following details:

Setting

Value

Click2Call URL

https://connect.myoperator.com/api/1.1/wf/ls_coc

HTTP Method

POST

Response Keyword

Success

Response Type

JSON

These settings allow seamless integration with MyOperator for initiating calls and tracking activities.

🔝 Back to top ⬆️

📝 Data Template Configuration

When configuring the data template for call tracking, use the following JSON data format:

{  "caller": "@leadPhone",  "agent": "@AgentNumberWithoutCC",  "service_number": "@VirtualNumberWithoutCC"}

Ensure these fields are correctly mapped to ensure accurate data logging and call activity tracking.

🔝 Back to top ⬆️

✅ Expected Outcomes

  • Successful Setup: After completing the configuration, agents will be able to initiate calls directly from LeadSquared CRM using the Click2Call feature.
  • Tracking Enabled: All call activities will be automatically tracked and logged in LeadSquared, ensuring that no interaction is missed.
Goal: The integration will streamline the process for agents, allowing them to manage calls directly within the CRM without switching to external tools.

🔝 Back to top ⬆️

⚠️ Troubleshooting & Notes

  • Issue: Connector not showing in the marketplace?
    Solution: Double-check your account permissions or consult with your admin to ensure you have access to install apps.
  • Issue: Call not being logged in LeadSquared after configuration?
    Solution: Ensure that the Click2Call URL is correct and that the required fields (e.g., caller, agent, service number) are mapped correctly.
  • User Sync Issue: If there is a delay in user data syncing between LeadSquared and MyOperator, ensure to check the sync settings or request help from MyOperator support.

🔝 Back to top ⬆️

❓ FAQs

Q1. What is the Universal Telephony Connector?
A. The Universal Telephony Connector allows agents to initiate calls directly from LeadSquared CRM using the Click2Call functionality, enabling seamless call tracking.

Q2. Can I customize the data template for call tracking?
A. Yes, you can configure the data template using the provided JSON format to ensure accurate mapping of caller details, agent number, and service number.

Q3. What happens if I don’t configure the Click2Call settings properly?
A. If the settings aren’t configured properly, calls may not be logged correctly in LeadSquared. Double-check the provided URL, HTTP method, and response settings to ensure proper integration.

Q4. Can agents make calls directly from LeadSquared once the integration is enabled?
A. Yes—once the configuration is complete, agents can click to initiate calls directly from the LeadSquared interface.

🔝 Back to top ⬆️

🔗 Related Articles

  • How to Integrate MyOperator with LeadSquared
  • Setting up Call Logging in LeadSquared
  • Troubleshooting Common LeadSquared Integrations

🔝 Back to top ⬆️

🏷️ Keywords

Universal Telephony connector, LeadSquared CRM integration, Click2Call setup, MyOperator API, call tracking, LeadSquared call activities, data template configuration, call logging, initiate calls from CRM, LeadSquared integration setup