πŸ”„ What steps are involved in completing the LeadSquared CRM integration?

πŸ”„ What steps are involved in completing the LeadSquared CRM integration?

🧭 Table of Contents

🧠 Overview

To successfully integrate LeadSquared CRM with MyOperator, follow the steps outlined below. This integration enables real-time call tracking, Click2Call, and lead and activity auto-creation in LeadSquared, providing seamless agent workflows.

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πŸ› οΈ Step 1: Enable Required Features in MyOperator

  1. Enable Webhooks in MyOperator:
    • In-Call Webhook
    • After-Call Webhook
    • Input Node (ensure this is active)
  2. Enable Click2Call functionality.
  3. Update Agent Phone Numbers in MyOperator with the correct agent mobile numbers. Ensure that these are correctly mapped for smooth operation.
Goal: Ensure MyOperator is properly set up for integration with LeadSquared CRM.

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πŸš€ Step 2: Integration via the Integration Portal

  1. Go to the Integration Page:
  2. Select LeadSquared CRM Integration from the list of available integrations.
  3. Fill in Required Fields on the form.
  4. Click Submit to initiate the integration.

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βœ… Tip: Follow any additional instructions on the success page to ensure the integration is fully set up.

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πŸ”§ Step 3: Set Up Webhooks in MyOperator

  1. Log in to the MyOperator Panel.
  2. Add the following Webhooks for lead tracking and call activity logging:
  3. After-Call Webhook:
    • URL: https://connect.myoperator.com/api/1.1/wf/ls_aftercall/
    • Method: POST
    • Content-Type: JSON
  4. In-Call Webhook:
    • URL: https://connect.myoperator.com/api/1.1/wf/ls_incall
    • Method: POST
    • Content-Type: JSON
Important: If the In-Call Webhook is unavailable, contact your MyOperator Account Manager for assistance.

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πŸ“ž Step 4: Enable and Configure the Universal Telephony Connector in LeadSquared

  1. Login to LeadSquared CRM.
  2. Go to Apps β†’ Apps Marketplace and search for Universal Telephony Connector.
  3. Install the connector (if not installed already).
  4. Configure the Click2Call Settings:
    • URL: https://connect.myoperator.com/api/1.1/wf/ls_coc
    • HTTP Method: POST
    • Response Keyword: Success
    • Response Type: JSON
  5. Fill in the Data Template for integration:
{  "caller": "@leadPhone",  "agent": "@AgentNumberWithoutCC",  "service_number": "@VirtualNumberWithoutCC"}

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Goal: The connector will now allow seamless Click2Call functionality within LeadSquared, automatically logging call activities and creating leads.

Image of the Lead capture in CRM

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Image/screenshot of the details being passed to the CRM

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βœ… Expected Outcomes

  • Real-time Call Tracking: Calls are tracked and logged in LeadSquared CRM.
  • Click2Call: Agents can initiate calls directly from the CRM interface.
  • Automatic Lead & Activity Creation: Leads are automatically created in LeadSquared CRM based on call interactions.
Goal: Streamlined processes for agents, with seamless integration of MyOperator’s telephony features within LeadSquared CRM.

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⚠️ Troubleshooting & Notes

  • Issue: Calls are not logged correctly in LeadSquared.
    Solution: Double-check the Webhook URLs, HTTP Method, and Content-Type in the MyOperator Panel. Ensure the Data Template is configured correctly.
  • Issue: Click2Call functionality isn’t working.
    Solution: Verify that the Click2Call URL is correct and the Universal Telephony Connector is properly installed in LeadSquared.
  • User Sync Issue: If user details aren’t syncing between LeadSquared and MyOperator, ensure that both systems are updated and properly connected.

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❓ FAQs

Q1. How do I integrate MyOperator with LeadSquared CRM?
A. Follow the steps outlined in the FAQ above to enable the Universal Telephony Connector, configure webhooks, and set up Click2Call.

Q2. Can I customize the data template for call tracking?
A. Yes, use the provided JSON template to map lead phone numbers, agent numbers, and service numbers.

Q3. What should I do if Click2Call doesn’t work after installation?
A. Ensure the Click2Call URL and configuration settings are correct. Also, confirm that webhooks are properly set up in the MyOperator panel.

Q4. What happens if the webhook doesn’t respond as expected?
A. Ensure the webhook URLs are correct. If issues persist, contact MyOperator support to troubleshoot API integration problems.

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πŸ”— Related Articles

  • How to Set Up Webhooks in MyOperator
  • LeadSquared CRM: Managing Automatic Leads Creation
  • Troubleshooting MyOperator Integrations

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🏷️ Keywords

LeadSquared CRM integration, Universal Telephony connector, MyOperator, Click2Call setup, webhook configuration, CRM call tracking, automatic lead creation, MyOperator integration, call logging, agent workflows, LeadSquared setup