Installation Guide | How To Integrate Leadsquared CRM with MyOperator
Objective
- User can initiate click2call from CRM
- Popup notification for every incoming/outgoing call will be initiated
- Lead/activity will be created for every call
Prerequisite
- Enable Webhook inCall and Webhook AfterCall
- Enable click2call
- Mobile number of user should be updated in Leadsquared User(Agent Phone numbers)
Logic
User Sync
There is no need to sync the users. The user will sync automatically.
Incoming Calls
- Popup notification will appear to the agent’s screen
- Lead will be created if no lead exists
- Activity will be created under the lead
Outgoing Calls
- Popup notification will appear on agent’s screen
- Activity will be created under the lead
Enable Universal Telephony connector
- Login LeadSquared
- Go to APPS→ Apps Marketplace
- Search Universal telephony connector
- Install the connector if not installed
- Click on configure and complete the steps as per instructions
Steps for integration
- Go to integration page
- Click on Leadsquared Logo
- Fill all the fields as per instruction
- Enter Submit
- There are some instructions on the Success page. Follow those instructions too and integration is completed.
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