Engati - User Guide
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Building Your Bot
Configuring Integrations

LeadSquared

10min

1. Introduction 

Complete Marketing Automation and CRM software for businesses. Lead capture, lead management, sales management & analytics in one system.

Customers can now integrate their LeadSquared account with Engati. This allows you to:

  • Create or Update Lead

2. Access to LeadSquared Integration

The LeadSquared Integration can be set up in the Integrations workflow of Engati. 

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Once the Integration with an account is completed, the integration APIs can be used within the Conversation flow using the LeadSquared Node under + Add Node > Integrations > LeadSquared.

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3. Steps to configure LeadSquared Integration

3.1 Adding the LeadSquared Integration

  • Log in to your Engati account and go to the “Integrations” tab.
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  • Click on ‘Connect’
  • Click on ‘Continue’ in the modal that appears requesting ‘Authorization access’
  • In the modal that appears requesting to ‘Connect a new app’, choose ‘LeadSquared’ to authenticate and add a new account for automation.
  • Provide the API Key and API Secret for LeadSquared:
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  • API Key: You can find your API Key by signing on to LeadSquared Account. Navigate to your Profile Icon > Settings > API and Webhooks tab > API Access Keys Tab
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  • Copy the API key (Access Key) and the API Secret (Secret Key) displayed
  • Paste these keys in the API Key and API Secret fields on the Integry Configuration page above
  • Click on ‘Proceed’
  • Your account should now be connected
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3.2 Configuring LeadSquared Node

  1. Once you have logged in, you are done with authorizing your account.
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2. Now go to Builder > Paths and try adding a LeadSquared node.

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3.3 Selecting an action

  • Once you select your account, you can choose an Action, from the list of Actions available, to be performed on your account. The list of available Actions are:
    • Create or Update Lead
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  • Once you select the Action, you can also authorize a new account here or use a previously authorized account
  • Once you select the Action it populates various rows that are required to complete the Actions and assign different attributes for each row concerning what information is required
  • Once you have finished assigning the attributes, save the node, and your integration will be ready
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Please feel free to reach out to [email protected]

Updated 23 Jul 2024
Doc contributor
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