LeadSquared

Last synced 7 months ago by Jonas

GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.

LeadSquared is a marketing automation and sales execution platform that helps businesses increase their closures and manage their pipelines easily. Here are just some of the benefits that LeadSquared users have realized: Reduced lead leakage, Intelligent lead prioritization, Automated sales and marketing processes, Detailed sales, and Marketing analytics.

Below you'll find detailed information, specifically for LeadSquared integrations:

Supported LeadSquared Integrations

Authorizing LeadSquared

To authorize ShipStation, we need your Access ID/Key and Secret Key. These can be found as shown below.

If you already authorized LeadSquared account(s) in the past or in any other PieSync integration, you'll be able to skip the first part of the authorization and choose from your CONNECTED ACCOUNTS.

[IF] Supported Conditions/Filters

  • Do Not Call / Email
  • Lead Source
  • Lead Stage
  • Owned By
  • Sales Activity
  • Field values (INCLUDING CUSTOM FIELDS)
  • Already existing in the app you sync with

[THEN] Supported Actions

  • Set Owner To
  • Update Do Not Call / Email
  • Update Lead Source
  • Update Lead Stage
  • Updating field values (INCLUDING CUSTOM FIELDS)

Default Field Mapping

Depending on the other app you're syncing with, you'll see a number of standard LeadSquared fields being mapped by default. For instance, in a connection with Google Contacts, the default field mapping looks like this:

PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.

Customizable Field Mapping

You can custom map your LeadSquared Custom Fields and any additional standard fields that aren't included in the default mapping yet. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.

More information about LeadSquared custom fields can be found here.

Additional Options

Syncing Deletions

Currently, there are no LeadSquared integrations on the PieSync platform that support our deletions sync.

Syncing Unsubscribes

Currently, there are no LeadSquared integrations on the PieSync platform that support our unsubscribes sync.

The availability to Sync Unsubscribes/Deletions is app and connection dependent. If the box is not there to tick, it's simply not possible. We need to be able to detect unsubscribes/deletions on one side and at the same time be able to create add the tag 'PieSync Unsubscribes' or ‘PieSync Trash’ on the other side. More Information on Syncing Unsubscribes here or on Deletions here.

Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - support@piesync.com.  Don't forget to read our blog for the latest in productivity, apps, and technology!


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