This guide provides step-by-step instructions to set up and configure the LeadSquared connector in Callyzer. With this integration, you can effortlessly link Callyzer to LeadSquared, enabling automatic mapping of call activities to the lead’s number in LeadSquared. Call activities can be mapped to either the “Latest Opportunity” or “Lead” associated with the number.
Pre-requisites:
LeadSquared Account: Ensure you have an active LeadSquared account.
Lead Mapping:
Call activities in LeadSquared will only map if lead or opportunity with the corresponding number exists.
If no matching lead or opportunity is found, no activity will be recorded.
How to Activate the Connector:
Navigate to the Connectors menu in Callyzer.
Select LeadSquared.
Click Try for 15 Days.
On the Purchase Summary screen, click Activate Trial.
Note: If you’ve already used a free trial for this connector, the option to try it for free again will not be available.
How to Configure the Connector:
Navigate to the Connectors menu and click Configure for LeadSquared.
Choose Post Activity for either:
Latest Opportunity
Lead
API Host:
Log in to your LeadSquared account.
Navigate to Settings → API and Webhooks → API Host.
Copy the API Host value and paste it into Callyzer.
Access Key:
In LeadSquared, go to Settings → API and Webhooks.
Click on Show Secret Key.
Copy the Access ID and Secret Key, then paste them into Callyzer.
Call Log API:
In LeadSquared, go to Apps → App Market Place → Universal Telephony Connector → Configure → Call Log API.
Copy the Call Log API value and paste it into Callyzer.
Click Save to confirm the configuration.
How to Test the Connector:
Call any number saved as a lead or opportunity in LeadSquared.
Once the call is disconnected, check LeadSquared to see if the call activities have been mapped to the corresponding lead.
How to Check the Logs:
Navigate to Connectors → LeadSquared → Configure.
Go to the Logs section.
Review the logs for each call activity, including:
Request Data: Details of the data passed from Callyzer.
Status: The status of the request.
Response: The response received from LeadSquared.
How to Configure Agent Name in LeadSquared:
For detailed instructions, refer to the below video:
In LeadSquared the call logs are pushed but it is showing the employee’s / agent’s phone number instead of their name, what should I do?
Please follow the video in the above section to display the name of the employee/agent instead of their phone number.
Is it possible to sync call recording from Callyzer to LeadSquared?
Yes, this integration will also sync the call recording (once it is available from the employee’s device to the Callyzer server) to LeadSquared. In LeadSquared, you will see a Play button, and you can listen to the call recording by clicking on that Play button.
Where are my call recordings stored? Are they stored on Callyzer or on LeadSquared?
The call recordings are stored on Callyzer. In LeadSquared, you can only listen to these recordings by clicking the Play button. If you delete the call recording from Callyzer, you will no longer be able to play that recording in LeadSquared.
In Callyzer, I am seeing the error “429 Too Many Requests” in the Logs section of the LeadSquared connector configuration screen. What does this mean?
The “429 Too Many Requests” error is a rate limit imposed by LeadSquared, based on your subscription plan. To resolve this issue or to request a higher limit, please contact the LeadSquared support team for further assistance.
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