What steps do I follow to complete the LeadSquared-MyOperator integration?

What steps do I follow to complete the LeadSquared-MyOperator integration?

⚡Quick answer -

  1. Turn on five feature flags in MyOperator (In-Call & After-Call webhooks, Input Node, Click2Call, Recording).
  2. Submit Company-ID and API-Token in the Integration Portal.
  3. Add two webhooks (incall, aftercall) in MyOperator.
  4. Install “Universal Telephony Connector” in LeadSquared and paste the Click2Call URL & JSON template. When a call happens, LeadSquared shows a pop-up, creates/updates a lead, and logs a call activity automatically.

When should I use this guide?

Use it if you want an end-to-end checklist to move from “nothing configured” to agents successfully using Click2Call and seeing every call logged inside LeadSquared.

1. Prerequisite checklist

Item

Where to find it

Required?

MyOperator plan

____

SUV and Above (New Plans)
Growth and Scale (Old Plans)

Company ID

MyOperator → APIs & webhooks → Calling APIs

Yes

API Token

MyOperator → APIs & webhooks → Calling APIs

Yes

In-Call webhook flag

MyOperator → APIs & webhooks → Calling webhooks

Yes

After-Call webhook flag

MyOperator → APIs & webhooks → Calling APIs

Yes

Universal Telephony Connector

LeadSquared Marketplace

Yes

Click2Call enabled

MyOperator → calls → outgoing

Yes

Agent e-mail address

MyOperator → Manage → Users

must match with LeadSquared “User E-mail”

Phone number

MyOperator → Manage →Users

must match with LeadSquared “Agent Phone Number”

Note* Dial method should be serial-wise or Balanced. We don't support Simultaneous call distribution.

2. CRM field-mapping details

MyOperator field

LeadSquared activity field

caller_number

Phone

agent_email

Owner Email

call_duration

Duration (sec)

recording_url

Custom field “Recording”

direction

Call Type

3. How the integration works

Incoming-call sequence

  1. Popup – /in-call webhook triggers UTC; the lead card shows within 1s.
  2. Lead check – UTC looks up phone number.
  3. Activity add – Call – Incoming activity logged.
  4. Routing – If the lead owner exists, MyOperator rings that agent; else, it falls back to IVR/counsellor queue.

4. Outgoing-call sequence (Click2Call)

  1. Agent clicks the green phone icon.
  2. UTC hits MyOperator Click2Call API:
    1. MyOperator calls the agent, then dials the lead.
    2. /after-call webhook logs Call – Outgoing activity with duration & recording.

image.png

Alt text: Image of the lead capture in CRM

image.png

Alt text: screenshot of the details being passed to CRM

4. Step-by-step setup

4.1 Enable the integration in MyOperator

  1. Log in to MyOperator.
  2. Navigate to APIs & Webhooks → All Integrations → Integration page.
  3. Select “LeadSquared CRM Integration.”
  4. Fill in the required fields and click Integrate. A success banner appears, and you are redirected to the webhook configuration.

image.png

Alt text: LeadSquared CRM Integration

4.2 Configure mandatory webhooks

Webhook type

Path in UI

Method

Content-Type

After-Call

Panel → APIs and webhooks → Calling Webhook → Add new

POST

JSON

In-Call

Panel → APIs and webhooks → Calling Webhook → Add new

POST

JSON

  1. In each “Add new” form, choose the Type exactly as listed.
  2. Paste the URL shown in the table.
  3. Select POST and JSON.
  4. Click Save.

4.3 Configure LeadSquared Click-to-Call

  • 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 the instructions
    • Virtual number update

Format: +91- Virtual number

NOTE: Virtual number is your display number, as highlighted in the screenshot below.

Alt text: universal telephony connector

Click2 call API configuration

Login LeadSquared --> Apps --> Apps marketplace --> Universal Telephony connector --> Configure --> Click 2 Call

• Click2Call URL

• Method: POST 

• Response Keyword: Success 

• Response Type: JSON

Alt text: Click 2 call configuration

5. Final go-live checklist

☑ Feature flags ON

☑ Two webhooks return HTTP 200 OK in Logs → Webhook Deliveries

☑ Click2Call test rings agent + logs call

☑ LeadSquared pop-ups show for inbound calls

☑ Recording URL visible in activity note

6. Expected outcomes & SLA

• New agent appears in LeadSquared within 5 min (or instantly if “Sync now” is pressed).

• Phone displays in Settings → Users → Agent Phone Number.

• Click-to-Call button active; calls log under the correct owner.

7. Edge cases & limitations

Issue

Behaviour

Fix

Duplicate activities

Two After-Call hooks enabled

Disable the extra hook

Popup blocked

No inbound pop-up

Allow pop-ups for *.leadsquared.com

Agent not matched

Activity owner “Unknown”

Sync agent e-mails

8. Troubleshooting & escalation

Problem → Quick fix

• Click2Call silent → Token expired → regenerate API Token.

• Activities missing → Check webhook 4xx errors & resend test payload.

• No recording URL → Recording disabled → enable in Number settings.

Still blocked? Email support@myoperator.com with Company-ID, call SID, and timestamp (SLA 4h).

Keywords - LeadSquared integration steps, MyOperator Click2Call, Universal Telephony Connector, webhook URLs, call activity logging