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

  1. Login to the Leadsquared account.
  2. Hover on 'APPS' on the top menu bar and select 'Apps Marketplace' as shown below.
  1. Search for 'Universal Telephony Connector' in the apps marketplace & click 'Install'
    1. Post installation, click on the settings icon as shown below.
  1. 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
  2. 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.

  1. Post successful installation of the connector & addition of DID numbers, Ozonetel app will be visible on the bottom left corner of the CRM.
  1. 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.