Speed-to-Lead™ + LeadSquared integration lets you to log all call activities, lead info and more into the LeadSquared CRM.
With LeadSquared + Brightcall integration you get:
Automation - Your leads, deals, inquiries and other objects from Brightcall are saved automatically within the LeadSquared.
Auto-assignment - after the call via Brightcall, the agent who talked with the lead is automatically assigned as a Contact/Lead Owner in LeadSquared.
Auto-routing - In case, an existing lead in LeadSquared decides to request a call via Brightcall, then only the Contact/Lead Owner defined in LeadSquared will get connected with a lead.
Call Recording Comments - In both cases, a comment containing the call recording will be added to the lead.
Custom fields - All of your custom fields filled by prospects are saved in the LeadSquared.
Lead Search and Creation - After a call, the integration will search for an existing lead/contact based on the phone number or email.
If a matching lead is found, it will be updated.
If no matching lead is found, a new lead will be created automatically.
How to set up ?
To connect LeadSquared, you need both your Access Key and Secret Key. Please follow the steps below 👇
To find your Access Key, Secret Key. Sign in to your Leadsquared account.
3. Copy the Secret Key, Access Key values
4. Open the LeadSquared connection form, enter your Access Key and Secret Key, and submit the form.
5. A successful submission of the connection form completes the connection.
If you are having trouble getting your Access Key and Secret Key or you have any other questions, feel free to drop us an email at [email protected]