Leadsquared
Leadsquared

Integrate your LeadSquared CRM

About the Integration:

Integrate Zipteams with your LeadSquared CRM, a powerful combination that streamlines your sales process and eliminates the need for manual data entry. With this integration, your sales team can easily capture meeting details and recordings, which are automatically synced to the LeadSquared CRM in real-time. This all-in-one solution allows you to focus on closing deals, while Zipteams takes care of the rest. Setting up this integration is easy, follow these simple steps and you’ll be up and running in no time.

Integration Features include:


Integration Requirements

Admin account on Zipteams for Enterprise PlanAdmin account on LeadSquared CRM

Section 1 - Connecting LeadSquared CRM to Zipteams

Setting up this integration is easy, follow these 3 simple steps and you’ll be up and running in no time.

  1. Begin by logging into your Zipteams admin account at https://app.zipteams.com > Go to Setup > Set your Organization > Connect your CRM.

2. Locate the ‘LeadSquared’ logo on your screen and tap ‘Connect’.

3. A pop-up will appear on your screen. Click on ‘Connect’

4. Choose the LeadSquared CRM account you want to integrate/sync with Zipteams and then tap ‘Connect’.

5. Click on the link on the popup to get your LeadSquared Access Key and Secret Key and them here. Click on Connect

6. You should see your LeadSquared account connected. Thats’ it, now all users in your LeadSquared account will be connected.

Section 2 – Syncing Zipteams Notes & Activity into LeadSquared

For syncing Zipteams instant and scheduled meeting details LeadSquared, please follow the steps below to create custom activity in LeadSquared. Please note this creates a activity “Zipteams Meeting” against a lead in LeadSquared when a meeting is scheduled on Zipteams. You will need to have admin account on LeadSquared to set this.

1. Two new custom activities will be created 'Zipteams Notes' and 'Zipteams Activity'.

Zipteams Notes - Will contain the call summary after the call has completed processing on Zipteams.

Zipteams Activity - Will contain meeting schedule details if you are using the meeting widget on Zipteams.

2. To sync additional data back to LSQ once the call is processed. Please configure these fields:-

Intent Justification - Long Text Field(1000 character limit)
Intent - short text field
Disinterest Group - short text field
Talking Points - Long Text Field(1000 character limit)
Bant Summary - Long Text Field(1000 character limit)
Objection/Concern - Long Text Field(1000 character limit)
Objection/Concern Category - Long Text Field(1000 character limit)
Objection/Concern Handling - Long Text Field(1000 character limit)
Budget - Long Text Field(1000 character limit)
Authority - Long Text Field(1000 character limit)
Needs - Long Text Field(1000 character limit)
Timeline - Long Text Field(1000 character limit)
Competitors Mentioned - Long Text Field(1000 character limit)
Customer Involvement - Number
Call Quality Score - Number
Intent Score - Number
AI Disposition Status - Short text field
Qualification fields/questions (customizable) - Long Text Field(1000 character limit)

Section 3 – Other Configuration Settings

For other configuration settings, Go to Setup > Set your Organization > Connect your CRM.

  1. If you use Opportunity flow on Leadsquared and want to sync crm status from Opportunity stage/status fields. Please enable 'Opportunity Level Syncing' flag on Zipteams.

    Choose opportunity and click on Apply to sync.


  2. To start creating followup tasks on LeadSquared, enable 'LeadSquared Task Creation' flag on Zipteams.


  3. To start creating new users created on Leadsquared on Zipteams in the Default Workspace, enable 'LeadSquared User Creation Flow' flag on Zipteams.


  4. To start marking users active/inactive on Zipteams when marked active/inactive on Leadsquared, enable 'LeadSquared User Activation Flow' flag on Zipteams.


  5. To send processed call analysis results from Zipteams back to your CRM automatically after each call, enable 'Sync Analysis to CRM' flag on Zipteams.


  6. For calls ingested via APIs (outside standard CRM integrations), Zipteams will fetch lead details and the latest disposition from your CRM to process the call. For using this feature, enable 'Fetch Lead Details from CRM on External Calls' flag on Zipteams.


  7. If you want to sync some extra data from LSQ to Zipteams, use inbound dynamic form. Enable the 'Inbound Dynamic CRM Fields Mapping' flag on Zipteams.

    Select CRM objects and Property to start syncing.


List of Apis we will use once the connection is made.


1. Create a Webhook
2. Retrieve a Webhook
3. Update a Webhook
4. Delete a Webhook

5. Get Lead Metadata
6. Get a Lead by Id
7. Get a Lead by Email
8. Get a Lead by Phone Number
9. Update a Lead

10. Get Metadata of an Opportunity
11. Get Opportunity Types
12. Get an Opportunity by Id
13. Update an Opportunity

14. Post an Activity on an Opportunity
15. Post an Activity on a Lead
16. Create a Custom Activity Type
17. Get List of Activity Types
18. Get Activity Details
19. Update an Activity

20. Create Task

21. Get Users
22. Get User by Id
23. Get User By EmailAddress

API Link- https://apidocs.leadsquared.com/overview/#api

Congratulations! You’ve successfully integrated your LeadSquared with Zipteams.

Get started using our sales acceleration features and for any feedback or issues, talk to us instantly at zipme.at/zipteams or write to us at hello@zipteams.com.