Integration with Leadsquared

Technical Prerequisites

LeadSquared Account
- Must have active LeadSquared user credentials and permission to install marketplace apps.
Browser Compatibility
- Preferably Chrome and Edge.
Supported Editions
- LeadSquared SaaS
Permissions Needed
- LeadSquared Admin role to install the “Universal Telephony Connector.”

Feature	Description
Click to Call	Standard CTI Click-to-Call (C2C)
Screen Pop	On inbound or outbound calls, CloudAgent searches LSQ records using the caller number (caller ID). • Based on the search results, the associated contact or entity page is automatically opened in LSQ. • This ensures agents have context before beginning the interaction.
Call log/call task Creation/Updation	• When a call is received or made, CloudAgent sends the event data and call recording to the LSQ-defined callback URL. • A call task or log is created for all types of calls (inbound, outbound, manual, dialer). • These tasks can include metadata such as call duration, disposition, and call outcome, depending on the configuration of the LSQ integration.

Feature

Description

Click to Call

Standard CTI Click-to-Call (C2C)

Screen Pop

On inbound or outbound calls, CloudAgent searches LSQ records using the caller number (caller ID).

• Based on the search results, the associated contact or entity page is automatically opened in LSQ.

• This ensures agents have context before beginning the interaction.

Call log/call task Creation/Updation

• When a call is received or made, CloudAgent sends the event data and call recording to the LSQ-defined callback URL.

• A call task or log is created for all types of calls (inbound, outbound, manual, dialer).

• These tasks can include metadata such as call duration, disposition, and call outcome, depending on the configuration of the LSQ integration.

Login to the Leadsquared account.
Hover on 'APPS' on the top menu bar and select 'Apps Marketplace' as shown below.

Search for 'Universal Telephony Connector' in the apps marketplace & click 'Install'
1. Post installation, click on the settings icon as shown below.

A new window opens to configure the DID numbers
1. 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

  1. Select the 'LeadSquared Generic Telephony Connector' in the Connector Type dropdown & give a desired name

  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.

To integrate the new CxHub, update the Panel URL to reflect the new CxHub agent login on your account. Follow these steps:
1. Navigate to APPS -> Apps Marketplace -> Universal Telephony Connector.
2. Click on settings -> Configure.
3. Under Agent Popup API, go to 'Agent Panel Settings'.
4. Update the Panel URL to: https://agent.cloudagent.ozonetel.com/login. Re-login to your account to ensure that the changes are updated.