Integration with Leadsquared

This support article provides a detailed guide on how to integrate CloudAgent with Leadsquared CRM.

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.”

Core Features & Behaviors

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.


LeadSquared (LSQ) – CloudAgent Integration steps

1. Access the LSQ Connector Settings

  • Log in to your LeadSquared Admin Panel.

  • Navigate to Apps → Marketplace → Universal Telephony Connector.

  • Click the Settings icon → Configure.


2. Add the Telephony Connector

  • Click Add Connector.

  • Select LeadSquared Generic Telephony Connector.

  • Enter a connector name (e.g., Ozonetel) → Click Add.


3. Map Virtual Numbers and Campaigns

  • Go to Virtual Numbers.

    • Add DID Numbers in the left box in the format +91XXXXXXXXXX.

    • Add Campaign Names (as per CXHUB Admin Login) in the right box.

    • Click Save.


  • For multiple campaigns, click Add to repeat the mapping and save again.


4. Configure Call Route API (Sticky Agent)

  • Navigate to Call Route API.

  • This is required only when Sticky Agent Routing (Lead Owner-based routing) is enabled.

  • If applicable, share your LeadRoute API, a sample lead number, and the fallback condition with the Ozonetel Configuration Team at [email protected].


5. Configure Agent Popup API

  • Go to Agent Popup API and copy the LSQ Agent Popup URL.

  • Prefix it with Ozonetel Wrapper and add the LSQ Agent Popup API.

    Ozonetel Wrapper for ScreenPopup:

    https://ivrapps-inccaas.ozonetel.com/Generic_LSQ_ScreenPopUp/screenPopup.php?PhoneNumber=&url=<Your_LSQ_Popup_API>

    Example:

    https://ivrapps-inccaas.ozonetel.com/Generic_LSQ_ScreenPopUp/screenPopup.php?PhoneNumber=&url=https://telephony-in21.leadsquared.com/1/api/Telephony/AgentPopup/ORG6xxx/xxxxxxxxxxxxxxxxxxxxxxxxxxx/xxxxxxx-xxx-xxx-xxxx-xxxxxxxxxxxxxxxxxxx4
    ⚠️

    Ensure no spaces in the API URL.

    ‘Copy the Completed API and Log in to the CXHUB Admin Login.’

6. Update CloudAgent Campaign Settings

  • Log in to CXHUB Admin → Campaigns → Inbound/Outbound Campaigns.

  • Under General Info, set:

    • Hit ScreenPop URL at: Server Side.


    • Paste the complete Agent Popup API (from Step 5) in the ScreenPop URL field.


  • Verify no spaces at the start or end → Save Changes.

  • Repeat for all campaigns requiring LSQ integration.

7. Enable Agent Popup in LSQ

  • Return to LSQ Marketplace → Universal Telephony Connector → Agent Popup API.

  • Check Enable → Click Save.


8. Configure Call Log API

Depending on your LSQ setup, follow the relevant use case below:


Use Case 1: Standard LSQ Call Log API

  • LSQ API:

    https://asyncapi-in21.leadsquared.com/2/api/telephony/logcallcomplete/<APIKEY>/<ORGID>
  • Prefix it with the Ozonetel Wrapper:

    https://ivrapps-inccaas.ozonetel.com/Generic_LSQ_Callback/api.php?action=callback&customerCallBackURL=<LSQ_API>
  • Example:

    https://ivrapps-inccaas.ozonetel.com/Generic_LSQ_Callback/api.php?action=callback&customerCallBackURL=https://asyncapi-in21.leadsquared.com/2/api/telephony/logcallcomplete/xxxxxxxxxxxxxxxxxx/xxxxxxxxxx-xxxxx-xxxx-xxxx-xxxxxxxxxxxxxxxxxxxxxxxxxxxx
    ⚠️

    Ensure no spaces in the URL.

Use Case 2: For Accounts with XApikey/ Async SPi

  • LSQ API format:

    https://asyncapi-in21.leadsquared.com/2/api/telephony/logcallcomplete/<ORGID>/<CALLID>?xapikey=<Your_XApiKey>
  • Get your xApiKey from: My Profile → Settings → API and Webhooks → Async API.

  • Prefix with Ozonetel Wrapper as shown:

    https://ivrapps-inccaas.ozonetel.com/Generic_LSQ_Callback/api.php?action=callback&customerCallBackURL=https://asyncapi-in21.leadsquared.com/2/api/telephony/logcallcomplete/xxxxxxxxxxxxxxxxxxxx/xxxxxxxxxxxxxxxxxxxxxxxxxx?xapikey=Yxxxxxxxxxxxxxxxxxx

9. Update Callback URL in CloudAgent

  • Log in to CXHUB Admin → Admin Settings → Account.

  • Scroll to Callback URL → Click Edit.

  • Paste the Call Log API from Step 8.


  • Ensure no extra spaces → Save.

10. Configure Click2Call in LSQ

  • Go to Universal Telephony Connector → Click2Call.

  • In the URL field, add:

    https://in1-ccaas-api.ozonetel.com/ca_apis/AgentManualDial
  • Set HTTP Method to POST.

  • Use this Data Template:

    {
      "userName": "yourAdminUsername",
      "agentID": "@agentEmail",
      "campaignName": "@{User:mx_Custom_9,}",
      "customerNumber": "@leadPhone",
      "UCID": "true",
      "uui": "@leadId"
    }
  • Additional settings:

    • Response Keyword: queued successfully

    • Request Type: JSON

    • Response Type: JSON

    • Support Email: [email protected]


  • Check Enable → Click Save.


11. Map LSQ Users to CloudAgent Agents

  • Navigate to User-Agent Mapping.

  • Map each LSQ Username to the CXHUB Agent Identifier (same as LSQ email).

    📘

    Note:

    Agent Identifier is nothing but the Agent ID created in the CxHub Admin login. Kindly make sure to give User’s Agent ID as email ID of LSQ Panel.

  • Click Save after each mapping.

  • Use Add to map additional agents.


12. Sync Click2Call Settings

  • After mapping, reopen Click2Call → Click Save again to sync configurations for all users.


13. Configure LSQ User Profiles

  • Go to Settings → Users and Permissions → Users. The users' list would be available in this section Search for the respective User Profile from the List


  • For each user:

    1. Open profile → Click Edit.


    2. Add Agent Email ID and Phone Number (top-left section).

    3. Under Other Details: click on the EDIT button in the right corner.


      • Add Telephony Agent ID: (CXHUB Agent ID, same as LSQ email)

      • Enable Show Phone Call Popup.


    4. In Custom 9 Field, add the Campaign Name (same as CXHUB).

    5. Click Save.


14. Add Agent Phone Numbers

  • Under Details, click Edit → Add numbers in all three fields:

    • Agent Phone Numbers
    • Phone (Main)
    • Phone (Mobile) Format: +91XXXXXXXXXX
  • Click Save.


  • Repeat Steps 13–14 for all users.

15. (Optional) Enable CloudAgent Panel in LSQ (Softphone)

  • Go to Apps → Marketplace → Universal Telephony Connector → Agent Popup API → Agent Panel Settings.

  • Configure as follows:

    • Enable Agent Panel: Yes

    • Panel URL: https://agent.cloudagent.ozonetel.com/

    • Permissions: allow=geolocation,microphone,camera

    • Title: Ozonetel Agent Panel

    • Height: 300

    • Width: 300

    • Click Save.


  • Then, in LSQ Settings → Users and Permissions → Users → Open the Respective Agent User profile → Click on Settings "Edit"

    • Once the Agent User Dialogue Box is opened, GoTo → Other Details.

    • Select the “Is Softphone Enabled” box

    • Post which, click on the “SAVE”.

    • Note – Repeat this step for all the Agent User Profiles.


  • Ask agents to refresh or re-login to see the panel in the bottom-left corner.

  • Agents can now log in using their CXHUB credentials.

    ⚠️

    Avoid using multiple LSQ tabs simultaneously.