How to Set Up LeadSquared Integration
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LeadSquared is a CRM tool, which enables sales efficiency and productivity for various businesses across industries like Education, Healthcare, Insurance, Lending, Stockbroking, Banking, etc. You can read more about it here.
Haptik has created an integration with LeadSquared using which businesses will be able to manage leads and perform sales-related activities through a conversation between the bot and the user. It is a highly convenient way for lead management.
Prerequisites for using LeadSquared Integration
- A registered account on LeadSquared. You can read more about it here.
- A bot on Haptik. You can read this article to build your own bot.
How to set up?
We have packaged LeadSquared Integration in the form of the most frequently used Smart Skills for faster deployments.
The available Smart Skills for LeadSquared are listed below. You can make use of these Smart Skills based on your use cases and requirements:
- leadsquared create update lead
- leadsquared update lead address
- leadsquared add lead sales activity
- leadsquared update lead stage
Beyond these available pre-defined Skills, you can also build custom use cases by editing any of the Skills.
Whatever changes and updates are required will be done to the Code Steps of these Smart Skills depending on your requirements. We have discussed those changes in their respective articles linked above.