Leadsquared CRM Overview

✅ Features

The LeadSquared CRM integration supports the following features:

• Click-to-Call – Initiate calls directly from the CRM interface.
• Call Logging – Automatically log call details in the CRM.
• Entity Creation (Lead) – Capture and create new leads within LSQ.
• Click-to-Dial – Enable quick dialing from the CRM interface.
• Auto-Ticketing (Disposition-less Call Logging) – Push call logs without requiring disposition submission.
• Call Notes – Log additional call-related information.
• Call Recordings – Store and access call recordings for reference.
• Agent Pop-up (Incoming/Outgoing Calls) – Display real-time call information.

🔗 Connection Methods

• PSTN/Extension-based calling
• Softphone/WebRTC-based calling

📁 Supported Modules

• Leads – Capture and manage leads.
• Activities – Log call-related activities.
• Opportunities – Not supported in LeadSquared.

⚠️ Known Limitations

• Contact Redirection – Not supported as LSQ is not a single-page CRM.
• Phone Number Search – Only the phone number field is supported for lead search and log mapping.
• Custom Field Mapping – Currently not supported.
• Multiple Lead Handling – Not supported in LSQ.
• Lead Sync – Automatic lead synchronization is not available.

This document serves as an overview of our integration with LeadSquared CRM. For step-by-step integration instructions, please refer to the LeadSquared CRM Integration Guide.