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Leadsquared CRM Integration Guide

📘 Integration Guide: LeadSquared CRM with Smartflo Dialer

This document provides a step-by-step guide to integrating LeadSquared CRM with Smartflo Dialer for seamless calling and call logging. The integration enables users to:

  • Make calls directly from LeadSquared
  • Log call details automatically
  • Access call recordings for future reference

✅ Prerequisites

Before starting the integration, ensure you have the following:

1. Smartflo Requirements

  • Smartflo Admin Account – For telephony integration setup
  • Smartflo Agent Account – For making/receiving calls
  • Smartflo API Token – For authentication and API access
  • Dialer Campaigns Setup – At least one empty lead list assigned throughout the campaign

2. LeadSquared Requirements

  • Active LeadSquared CRM Account with Telephony Integration
  • API Permissions enabled (for telephony, leads, and marketplace)
  • Marketplace Access to install the Universal Telephony Connector

🔧 Integration Steps

Step 1: Enable LeadSquared Dialer Integration in Smartflo

  1. Log into your Smartflo India account

  2. Navigate to the Integrations tab

  3. In Dialer Integration, click Enable for LeadSquared CRM

  4. Click More Details for LeadSquared

  5. In Settings, click Configure next to LeadSquared CRM Account Authorization

  6. Log in to your LeadSquared CRM in a new tab

  7. Copy the CRM Domain URL (till .com)

  8. Click the Profile Icon → Settings

  9. Go to API and Webhooks and click Show Secret Key to copy the Access & Secret Keys

  10. Click OK

  11. Copy the API Domain (till .com)

  12. Click Apps > Apps Marketplace

  13. Search for Universal Telephony Connector and Install

  14. Once installed, click Settings

  15. Click the Configure icon

  16. Click Click to Add Connector

  17. Select the Connector Type as LeadSquared Generic Telephony Connector, enter a name, and click Add

  18. Go to Call Log API (CRM call log domain) and copy the URL

  19. Go to Agent Pop-Up API (Agent pop-up domain) and copy the URL

  20. Return to Smartflo, fill in all copied details, and click Authorize

  21. ✅ Your LeadSquared CRM is now successfully authorized!

Step 2: Dialer Configuration, Lead Map & Agent Access

  1. Click Configure next to Dialer Campaign Configurations

  2. Add campaigns and click Save

FieldDescription
Add CampaignAdd one or more campaigns
DeleteRemove a selected campaign
SaveSave campaign configuration
🚧

Important Note:

  • Assign an empty Lead List during integration to ensure smooth data synchronization and prevent any errors
  • Only one Lead List should be assigned per campaign

  1. Click Configure next to Lead Map

  2. Fill in the fields and click Map

  3. Map Disposition and Sub-Disposition to the appropriate fields

🚧

Note:

Ensure the dialable number is mapped to the Phone Number Field

🚧

Note: Please select the same custom field in UTC connector as selected here

  1. Click Configure next to Map Users and Agents

  2. Enable Status and Auto-Ticketing for users

📘

Agent Access Settings:

  • Status: Enable LSQ integration for the user
  • Auto-Tickets:
    • ON: A ticket will be created automatically after the call ends
    • OFF: Agent must fill out the disposition form manually

Step 3: Configure Universal Telephony Connector in LeadSquared

  1. Go to Universal Telephony Connector → Click Configure

  2. Add a Virtual Number and give it a name

📘

Please enter the virtual number in the following format: +91-XXXXXXXXXX

  1. Enable Agent Pop-Up API and click Save
  1. Go to Agent Panel Settings and enter the following:
FieldValue
Panel URLhttps://cloudphone.tatateleservices.com/dialer/login
Panel Permissionsallow=geolocation;microphone;camera
Panel TitleSmartflo India Dialer

  1. Click 2 Call Configuration

Field

Value

Method

Server Side API (Default)

URL

https://dialer-api1.ttsl.tel:8449/api/manual-dial?Phone=@leadPhone&Mobile=@agentNumber

Custom Header

Name: Authorization

Value: Bearer (space) Auth_Token (Your Smartflo token)

HTTP Method

POST

Response Keyword

OK, Success

Request Type

JSON

Data Template

{"destination_number":"@customerNumber","agent_number":"@agentNumber","caller_id":"@virtualNumber"}

Response Type

JSON

Enable

✅ Check to enable

👍

To generate the Auth_Token, go to the Smartflo portal → API Connect → API Token, and click Generate a token.

Enter a name and click Save.

Step 4: Manage Users in LeadSquared

  1. Go to Manage Users

  2. Click the Settings icon to edit a user

  3. Under Other Details, click Edit

  1. Set Show Phone Call Popup and Is Softphone Enabled to Yes

  2. Log in to LeadSquared as an agent to see the Smartflo Agent Panel

🎉 You’ve successfully integrated Smartflo with LeadSquared CRM. Happy calling!

Updated 5 months ago