Integration with Leadsquared
This support article provides a detailed guide on how to seamlessly integrate CloudAgent with Leadsquared CRM.
Pre-Requisites
- Customers must have a Leadsquared account to login & configure the integration.
Installation of Telephony Connector
- Login to the Leadsquared account.
- Hover on 'APPS' on the top menu bar and select 'Apps Marketplace' as shown below.
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- Search for 'Universal Telephony Connector' in the apps marketplace & click 'Install'
- Post installation, click on the settings icon as shown below.
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- A new window opens to configure the DID numbers
- By default the pop up window will be blank in the absence of DID information
- Click on '+' icon on the top right corner to add the CloudAgent connector
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1. Select the 'LeadSquared Generic Telephony Connector' in the Connector Type dropdown & give a desired name
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2. Add all the DID numbers available in the account and Click 'Save'. The connector is now added to the LeadSquared CRM.
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Note:
All the settings on the left navigation are pre-defined. No further action is needed during the configuration.
- Post successful installation of the connector & addition of DID numbers, Ozonetel app will be visible on the bottom left corner of the CRM.
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To integrate the new CxHub, update the Panel URL to reflect the new CxHub agent login on your account. Follow these steps:
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Navigate to APPS -> Apps Marketplace -> Universal Telephony Connector.
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Click on settings -> Configure.
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Under Agent Popup API, go to 'Agent Panel Settings'.
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Update the Panel URL to: https://agent.cloudagent.ozonetel.com/login. Re-login to your account to ensure that the changes are updated.
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Updated 7 days ago