They can also enter transactions, change, or update information at the touch of a button. Ultimately, the CRM/ERP integration saves your company time and money in labor costs. It reduces data redundancy, thereby making life easier for you and your teams. 7. Boost customer relationships.(+1) 732-385-3546 (US) 080-46971075 (India Sales) 080-46801265 (India Support) 62-87750-350-446 (ID)LeadSquared is the new-age sales execution CRM purely focused on reducing the total time a sales rep spends on any operational task. In one of my interviews with a sales team lead, I got to know an interesting fact about LeadSquared. They said – LeadSquared is much easier to use than Salesforce. Since people join sales from …LeadSquared: An Automotive CRM Software to Achieve Higher Sales Efficiency. Improve the sales and operational processes for your car dealership with LeadSquared’s Automotive CRM Software. It will help you realize your ambition of getting high bookings and sales with a fraction of the effort that your teams are currently putting …Using LeadSquared's powerful REST API, developers can interact with the LeadSquared platform and build customized solutions. v2 Provides access to core platform resources like leads, opportunities, activities, tasks, users and more.Create a Lapp Using the Editor. To create a Lapp -. On the Manage Lapps page, click the Add Lapp button. Enter a name and description for the Lapp. Select the Coding Mode as Editor (write your code directly in the Lapps code editor). Next, click the Notification icon for a quick introduction to the Lapp features.LeadSquared is a sales execution platform that automates and optimizes sales and marketing processes for high-velocity teams. Learn about its history, mission, features, and achievements since its launch in 2013.LeadSquared’s platform includes lead scoring, lead qualification, and lead distribution features to help sales organizations maximize their time. You can see at a glance where your leads are in the funnel, what makes them sales qualified or marketing qualified, and know where your best chances are at closing the sale. ...LeadSquared's Dynamic Forms feature lets you create intelligent lead capture Forms relevant to your processes and products and build out entire journeys for loan applications, college applications, etc. For example -. You can build single or multi-step Forms. Choose to capture Leads, Opportunities, Activities, and Tasks in the same Form.1. Automated lead scoring: Set up automated lead scoring based on pre-defined criteria to prioritize qualified leads within your funnel. 2. Nurturing campaigns: Develop automated nurturing campaigns with targeted email sequences or social media outreach based on the lead’s stage in the funnel.Stage change automation. Set custom rules to change lead stages based on the lead scores. Notify sales reps automatically on stage change, allowing them to chase sales-ready leads faster. Example: Move a lead from ‘Cold’ to ‘Warm’ stage when the lead score crosses 100, and notify the respective sales person to follow-up.Post an Activity on a Lead. Lets you post a custom activity on a Lead. Pass the “LeadId” in the JSON body to specify the lead you want to post the activity on. Note: To skip validating dropdown activity fields, pass an additional parameter "ValidateDropDownOptions" : true. This is helpful if you’re passing drop-down values stored on Mavis DB.WARNING: This application 'LeadSquared' is available only for authorized users. If you are not an authorized user, please disconnect the session by closing the ... Trusted by leading organizations like AmazonPay, Kotak Securities, NIIT, Manipal Hospitals, and many others, LeadSquared is the best lead management system for enterprises. Scalable. Affordable. Customizable. That's how we describe our Lead management system. Manage your leads, sales processes, and teams in one place. LeadSquared, a SaaS startup that is helping sales teams become more efficient with its CRM platform, is the latest Indian startup to become a unicorn. LeadSquared said on Tuesday it has raised ...LeadSquared Has Helped Catapult Growth at BYJU'S. "The LeadSquared platform is flexible, making the adoption and execution of your existing sales process very simple. We can easily monitor follow-ups and track all offline and online activities. It is a very well thought out application and sometimes will surprise you in terms of the things ...4. Field Mapping: Capture more information from your leads with advanced field mapping for both custom and default fields. CleverTap integration with LeadSquared would help businesses understand, segment, and engage users in real time. Once the leads are synced, you can leverage LeadSquared's CRM features to nurture and convert your leads. With LeadSquared. Salespeople sail smoothly through each day and get more done in less time. Salespeople can work smarter, spending more time with the right prospects. Reduce turnaround times and empower your salespeople to connect with prospects faster. Enable smooth self-serve and assisted customer and partner onboarding journeys. LeadSquared (also known as MarketXpander Services) is a company developing a customer relationship management platform. It provides sales execution, field force automation, vendor onboarding, know-your-customer verification, and other services. The company caters to the healthcare, finance, real estate, education, and hospitality industries.Uploads a file to your LeadSquared account. Returns the file name in the uploadedFile response parameter. We recommend uploading files to leads or activities via associated Custom Field Sets. Once the file has been uploaded successfully –. To attach the file to a specific lead, pass the file name returned from the uploadedFile parameter in a ...LeadSquared combines all five parts of lead automation into a single strategy. From capturing leads to determining their worth to growing your relationship, we help you maximize every opportunity by filling the gaps traditional lead management leaves behind. Start your free 15-day trial of LeadSquared to see it in action!WARNING: This application 'LeadSquared' is available only for authorized users. If you are not an authorized user, please disconnect the session by closing the ...WARNING: This application 'LeadSquared' is available only for authorized users. If you are not an authorized user, please disconnect the session by closing the ...LeadSquared's healthcare CRM offers out-of-box integrations with EMR, Insurance Verification, IVR, apps, etc. Also supports custom integrations for specialized tools you may need for your practice. EHR tools like DrChrono, AthenaHealth, and many more. Real-time Insurance verification toolslike pVerify Once you’ve configured it, you can leverage other LeadSquared features like Automations based on the Lead Stage for a streamlined workflow. 2. Prerequisites. You must be the administrator of your LeadSquared account. You should have a clear idea of the different stages in your sales funnel. 3. Active and Inactive Stages LeadSquared's Portal feature allows you to build your own online portals to capture leads and opportunities, through online forms, making the entire process paperless. Portals also enable you to collect information on tasks and activities. This ensures all the information captured from a lead and opportunity is immediately available in your ...Self-serve forms to move your application process online. User-friendly, mobile-optimized application forms ensure a smooth experience for the borrowers. The application can be resumed anytime, thereby enhancing borrower experience and saving the agents’ time. Initiate call center action in case of application drop-offs at crucial steps.LeadSquared helps you streamline the complete selling operations. B2C sellers. B2C marketplaces generally have large teams onboarding new partners door-to-door, not only on the supply side (merchants/dealerships/vendors) but on the delivery side as well (drivers/delivery partners and more). LeadSquared helps onboard, engage and manage …Welcome to LeadSquared help and support. Here you can find help articles, tutorials and videos across all our products. We want to help you help yourself. Help Center . Product Updates. Platform Updates - Hafnium 1; LeadSquared Mobile App Updates - Android (v 19.9) LeadSquared Mobile App Updates - iOS (v 16.9) View All Updates;With LeadSquared's lead capture automation solution, collect leads in real time from various online sources. Import leads from lists in one click. Manage all client details, distribute leads instantly, and track interactions and conversion metrics—everything at one place. Phone calls and voicemails.Best tool for tracking and monitoring our sales teams. We have been using LeadSquared for over a year now, and it is the best tool for monitoring our teams, sending targeted campaigns, prospect tracking, and managing pre-sales. With the advanced filters available, I can segment my leads based on their interests and engagements.I'd recommend LeadSquared. Comes with lead capture automation, sales tracking and detailed analytics. Check it out for yourself. Meenu Joshi. Meenu Joshiworks with the Content Marketing team of LeadSquared. She consults with multiple clients on leveraging content to generate and nurture leads.LeadSquared is the best CRM software for higher education that streamlines the admission process. It automatically captures student leads from sources such as social media, ads, websites, and education marketplaces. Further, it automatically distributes them to counselors, tracks student activities, and ensures follow-up with all prospective ...LeadSquared helps you streamline the complete selling operations. B2C sellers. B2C marketplaces generally have large teams onboarding new partners door-to-door, not only on the supply side (merchants/dealerships/vendors) but on the delivery side as well (drivers/delivery partners and more). LeadSquared helps onboard, engage and manage …LeadSquared provides sales, marketing, and enrollment automation solutions to leading EdTech companies like BYJU'S, Unacademy, UpGrad, and many more. Book a quick 1-1 consultation with our expert to learn more about how we can help you scale your operations. Book a Demo. FAQs.Stage change automation. Set custom rules to change lead stages based on the lead scores. Notify sales reps automatically on stage change, allowing them to chase sales-ready leads faster. Example: Move a lead from ‘Cold’ to ‘Warm’ stage when the lead score crosses 100, and notify the respective sales person to follow-up."LeadSquared is a great tool for marketing automation and following up. It has centralized our entire sales process. With higher visibility into lead status, we have better insights into how we can improve our internal workflows."Features. Bridge the gap between your sales and marketing processes. 1. Seamless 2-way Integration: You can integrate the two systems without any hassle. All leads, activities, events, or even custom objects in Salesforce will automatically get synced. 2. Increased transparency: All sales and marketing activities can now be easily viewed.Field sales tracking. LeadSquared's mobile CRM app can streamline on-demand, same-day, and door-to-door delivery processes. It can track field reps's activities and tasks completed; and enables them to navigate the best route with "leads near me" functionality.LeadSquared is a cloud-based CRM and marketing platform that helps you manage leads, opportunities, activities, workflows, and more. Find help articles, tutorials, videos, FAQs, and contact support for LeadSquared.LeadSquared is a complete sales execution and marketing automation platform with 1000+ customers across the globe. Transform the way you run high velocity sales for your … Sukhbir Kalsi. Sukhbir is a founding member of LeadSquared, and runs the product engineering team. He brings more than 20 years of web application development experience to LeadSquared, majority of which is in CRM and marketing systems. Before LeadSquared, Sukhbir has led the efforts in managing and architecting MS Dynamics CRM implementations ... I am having a great time working at LeadSquared. The people are collaborative and creative and I've made some lasting friendships. There is a large bro-dude feel to the culture which makes it more fun to work.". "If you are looking for a lot of learning, a lot of challenges and just the right amount of fun and games, LeadSquared is the ...2 days ago · LeadSquared is a versatile mobile CRM that helps your sales team run their field operations without a glitch. Your team can plan their day in advance, navigate to their meetings and automate mundane sales tasks to improve their productivity. They can also access all their leads, tasks and meetings, even with limited connectivity. Trusted by Farmiso, Animall, and many more, LeadSquared provides mobile app solutions for onboarding and daily operational tasks for your teams. Book a quick demo to know what LeadSquared can do for you! BOOK A DEMO. Rangan Das. Rangan is a researcher currently pursuing a Ph.D. in Machine Learning for Healthcare. He got a …LeadSquared forms support Optical Character Recognition (OCR), Barcode, and QR code functionality. These features enable you to extract data from physical documents, scan product information, track delivery packages, and lots more. While Barcode and QR code operations are handled by us, the OCR feature requires you to integrate with an OCR ...Capture Leads. This is a generic API to capture leads from your lead sources. The API creates or updates leads based on the data provided in the JSON body. The lead capture API combines the power of four APIs - Lead.Create, Lead.Update, Lead.Convert, Lead.CreateOrUpdate. It saves you from writing any code to handle duplicates records.With LeadSquared, we could bring together all our processes and teams into a single enterprise-wide solution. Our agents are more efficient, and the journeys are more seamless, helping us deliver a premium experience to every borrower. Overall, our loan sales have taken a quantum leap with a significant reduction in our turn-around times.Learn how to set up and use LeadSquared as a Sales User, a CRM tool for managing leads, tasks, lists, and reports. This document provides step by step guidance on essential settings, lead and task management, dashboards and reports, and other features and settings.Field Mapping: Capture more information from your leads with advanced field mapping for both custom and default fields. Housing.com integration with LeadSquared enables you to capture leads periodically or in real-time, from your Housing.com account. Once the leads are captured, you can leverage LeadSquared's CRM features to nurture and convert ...LeadSquared Goals is a paid feature. For more information, or to enable it on your account, please reach out to your account manager or [email protected]. 2. Example Use Cases. Here are some examples of metrics you can measure and improve using Goals -. Revenue Targets. Calling Targets. Lead Funnel Targets. Demo Targets.Seamless lead tracking across multiple teams. "We wanted to track lead engagement of over 65,000 leads by multiple team members across Asia, across 15 different channels at one place seamlessly. We achieved that by using the plug and play model of LeadSquared. In addition to an exceptional product, the team is extremely reliable and prompt ...LeadSquared | 236,750 followers on LinkedIn. Transform the way you run high velocity sales. | LeadSquared is a new-age SaaS platform that provides end-to-end sales, marketing, and onboarding ...LeadSquared is the best B2C CRM platform for high-velocity sales teams. It offers sales execution, digital onboarding, and marketing + process + field force automation solutions. Currently, it has a strong 2,00,000+ user base worldwide.4. Field Mapping: Capture more information from your leads with advanced field mapping for both custom and default fields. CleverTap integration with LeadSquared would help businesses understand, segment, and engage users in real time. Once the leads are synced, you can leverage LeadSquared's CRM features to nurture and convert your leads.Seamless lead tracking across multiple teams. "We wanted to track lead engagement of over 65,000 leads by multiple team members across Asia, across 15 different channels at one place seamlessly. We achieved that by using the plug and play model of LeadSquared. In addition to an exceptional product, the team is extremely reliable and prompt ...4.3 Sync Webhooks on Google Ads. To create a Lead Form Asset on a new campaign or an existing campaign, refer to About lead form assets.; Once you've created a form, ensure you pass the LeadSquared Webhook URL and Secret Key in the relevant fields. To know more, refer to the Set up a webhook integration for a lead form section in the About lead form assets article. Trusted by leading organizations like AmazonPay, Kotak Securities, NIIT, Manipal Hospitals, and many others, LeadSquared is the best lead management system for enterprises. Scalable. Affordable. Customizable. That's how we describe our Lead management system. Manage your leads, sales processes, and teams in one place. Using LeadSquared's powerful REST API, developers can interact with the LeadSquared platform and build customized solutions. v2 Provides access to core platform resources like leads, opportunities, activities, tasks, users and more.LeadSquared-With its features, It beats all CRMs. PROS. In my opinion Leadsquared is the best CRM tool. Leads are captured and distributed to the agents for calling. The sales dashboard is easy to create and excellent to pull reports. It is a cutting-adge tool that supports every type of technology integration. CONS.Stage change automation. Set custom rules to change lead stages based on the lead scores. Notify sales reps automatically on stage change, allowing them to chase sales-ready leads faster. Example: Move a lead from 'Cold' to 'Warm' stage when the lead score crosses 100, and notify the respective sales person to follow-up.The Calendly integration with LeadSquared automatically syncs customer meeting details ensuring teams always have access to real-time data. Every time a contact engages with a Calendly meeting, it automatically changes your sales CRM, enabling teams to boost sales velocity, complete more deals, and gather lead information. Note: Calendly paid …LeadSquared CRM is a SaaS platform that provides sales, marketing, and on-boarding automation solutions. It specialises in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 2000+ enterprises across 40 countries enhance their sales.Here is a step-by-step guide to help you craft your 2024 automotive marketing strategy. 1. Create Organic and Relevant Content to Market Your Brand. Customers spend fourteen hours on average researching and consuming content on the Internet before visiting a store or dealership.To map the API response data to other LeadSquared entities (such as task fields, opportunity fields, etc.), enable Call Custom Actions, and use a relevant LeadSquared API to build and configure the custom action. Once you map the connector fields in LeadSquared, a webhook URL is generated. Configure this URL in your data provider's account.Book a Personalized Demo Now! Complete Marketing Automation and CRM software for businesses. Organize your lead capture, lead management, sales management & …From the LeadSquared dashboard, navigate to Workflow>Manage Portals. Click the Create Portal button. Give a relevant name for the portal, and add a description if required. Once you're done, click Create. After you've created a portal, on the Manage Portals page, click the portal name. Under Getting Started, click Select Template.The following image from LeadSquared CRM illustrates this. 8. Follow up email templates after sending a quote. Chances are, your prospect must be evaluating other products or brands. Following up, in …LeadSquared is a CRM platform that helps small businesses to capture, qualify, distribute and manage leads from various sources. It offers flexible workflows, mobile CRM, …LeadSquared is a platform that helps businesses run high velocity sales across call center, feet-on-street, digital and merchant operations. It offers solutions for sales CRM, sales performance, field operations, marketing automation, service CRM and self-serve portals.Nov 21, 2023 · Founded in 2011 by four engineers Nilesh Patel, Prashant Singh, and Sudhakar Gorti, LeadSquared is a state-of-the-art SaaS platform that offers complete sales, marketing, and onboarding automation solutions. In this article, we bring you all the relevant information regarding LeadSquared, its business and revenue model, funding and investors ... LeadSquared is a sales execution platform that automates and optimizes sales and marketing processes for high-velocity teams. Learn about its history, mission, features, and achievements since its launch in 2013.Name: Branch: Account Number: Bank Code: HDFC Bank: Golden Towers, Next To Golden Enclave, Kodihalli, Airport Road, Bangalore – 560017: 00752560002068: IFSC ... (+1) 732-385-3546 (US) 080-46971075 (India Sales) 080-46801265 (India Support) 62-87750-350-446 (ID) LeadSquared team has been exceptional in providing support and promptly resolving our queries in minutes. I strongly recommend LeadSquared. Pros. 1. Can be used even by Junior staff with minimal training - very intuitive product. 2. Has all the features that help us in our sales/marketing automation. 3. Landing page feature helps us creating ...There are two main types of lead generation strategies: outbound ( cold calling, email marketing, attending events, and visiting prospects in-person) and inbound (SEO, social media marketing, PPC advertising, etc.). [ Also read: The expert strategy to improve B2C sales] Nidhi Agarwal.From the LeadSquared Dashboard hover your cursor over to My Account. Click on Settings>Leads>Core Activities and Scores. A window containing core activities and the scores assigned against each of them will appear. On the top right corner, click Edit. Make the required changes and then click Save.In LeadSquared, when we started personalizing product demos according to the user, we saw conversion rates go up by 40%. It is very important to curate and deliver content according to what the customer wants rather than having a generic pitch. Murali Krishna, Director - Sales Operations, LeadSquared ...Use LeadSquared dental CRM’s advanced analytics to track patient engagement, conversion rates, patiet-drop-off rates, appointment to enrollment ratios and the effectiveness of marketing campaigns. This data-driven approach will guide your practice to make strategic decisions for patient acquisition and marketing spends.WARNING: This application 'LeadSquared' is available only for authorized users. If you are not an authorized user, please disconnect the session by closing the ...With LeadSquared’s lead capture automation solution, collect leads in real time from various online sources. Import leads from lists in one click. Manage all client details, distribute leads instantly, and track interactions and conversion metrics—everything at one place. Phone calls and voicemails.LeadSquared’s EdTech CRM is trusted by the best EdTechs in the world and is among the best sales and marketing solutions for educational organizations to boost EdTech opportunities. The digital education space is blossoming. With companies reporting over 10x growth, generating leads is hardly a problem for most companies. ...Attract high-quality merchants faster than your competition. Capture leads from all your merchant recruitment campaigns – digital, referral, phone calls, email, social media, events and more. Automated quality screening ensures a high-quality funnel, so your team never wastes a moment on non-serious merchants or low-quality inquiries.The following is the eligibility criteria to become a LeadSquared Partner: An established customer base in your region and proven ability to generate demand. A valid registration and a website that accurately represents your service offerings in your region. Demonstrated experience selling and implementing SaaS applications in a similar category.LeadSquared is a versatile software that has been widely used for lead management, tracking, and analysis in marketing-focused organizations. Users have found it invaluable for managing leads from multiple websites and online ads, as well as optimizing call center operations. The ability to design and schedule professional-looking emails ...From the default dashboard, go to Reports -> Reports Home - > Lead Insights and click Lead Source Report. You can view the total number of leads present in LeadSquared in the specified time range. You can also view the different sources from where the leads are generated. Click the desired lead source to view the leads coming from that source.The funding values LeadSquared at $1 billion, making it India's 103rd firm to join the unicorn club. June 21, 2022: LeadSquared has raised $153 million in a Series C funding round that valued it at $1 billion (post-money). The round was led by WestBridge Capital. Existing backers including Gaja Capital also participated in the new funding, […]LeadSquared is known for Salary & Benefits which is rated at the top and given a rating of 3.2. However, Company culture is rated the lowest at 2.6 and can be improved. To know first hand how it is like to work at LeadSquared read detailed reviews based on various job profiles, departments and locations in the reviews section.LeadSquared has over 2,000 customers, including high-growth organisations from edtech, higher education, financial services, health care, marketplaces, and more. “The future of LeadSquared is ...Know More about Leadsquared in a 30 Minute Online Demo. Book a Demo. Get all the marketing analytics you need to assess and improve your campaigns. Find top lead sources, email and landing page performance and much more.
Erie Institute of Technology Goes Digital for their Admissions Process. Erie Institute of Technology revolutionizes admissions with LeadSquared’s Education CRM. Case Studies on how leading brands are improving their sales and marketing efficiencies through automation. Explore by industries and use cases. . Cbe
LeadSquared is a sales execution platform that automates and optimizes sales and marketing processes for high-velocity teams. Learn about its history, mission, features, and achievements since its launch in 2013.5.1 Form Settings. On the Create Form pop-up –. First, give your form a name. Then choose whether you want the form to contain lead fields, opportunity fields, activity fields, and/or task fields. If you choose to include opportunity, activity and/or task fields, you must select an opportunity, activity and/or task type. A CRM solution in banking helps banks and financial services manage customers and better understand their needs to provide the right solutions instantly. CRM software lets banks streamline all their sales channels – digital, call center, relationship managers, and agencies and makes them more efficient. The Calendly integration with LeadSquared automatically syncs customer meeting details ensuring teams always have access to real-time data. Every time a contact engages with a Calendly meeting, it automatically changes your sales CRM, enabling teams to boost sales velocity, complete more deals, and gather lead information. Note: Calendly paid …LeadSquared is a service-oriented software that offers comprehensive solutions for sales, marketing, and onboarding automation. This company primarily addresses sales-related challenges encountered by businesses that handle large volumes of leads with diverse sales channels and teams.LeadSquared has a rating of 4 stars with 32 reviews. Zoho has a rating of 4.3 stars with 793 reviews. See side-by-side comparisons of product capabilities, customer …The sales performance management software can help you: Automate administrative tasks: Free up time for selling by automating tasks like data entry, reporting, and goal tracking. Centralize communication: Collaborate and share insights efficiently through a single platform, eliminating information silos. Enable mobile access: Access and update ...Update only existing record - Leads that exist in both your WhatsApp Business and LeadSquared accounts will get updated in LeadSquared. 5.2.2 Mapping. On the Mapping screen, the WhatsApp Contact Capture system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default.With Freshdesk Ticketing Connector in LeadSquared, tracking your customer's tickets becomes easier. Engage in more meaningful conversations every day, with every customer. Give agents more context to proactively understand customer needs and offer the next-best action. Create, prioritize, and categorize tickets and leverage the power of your entire …LeadSquared provides sales, marketing, and onboarding automation solutions to several leading EdTechs globally. Get in touch with our experts to learn more about how an EdTech CRM can help you grow. B. BOOK NOW. Nidhi Agarwal. Nidhi is a content writer/editor at LeadSquared. She works closely with sales professionals and senior management to ... Collecting all the leads in one place helps manage leads better and understand which channel is performing better. Typically, a CRM system allows you to capture leads from: Voicemails and inbound phone calls. Digital ads. Websites. Online marketplaces. Chatbots and live chats. Social media. Online portals. LeadSquared is the best B2C CRM platform for high-velocity sales teams. It offers sales execution, digital onboarding, and marketing + process + field force automation solutions. Currently, it has a strong 2,00,000+ user base worldwide.Field Mapping: Capture more information from your leads with advanced field mapping for both custom and default fields. Housing.com integration with LeadSquared enables you to capture leads periodically or in real-time, from your Housing.com account. Once the leads are captured, you can leverage LeadSquared's CRM features to nurture and convert ... LeadSquared is the best CRM software for higher education that streamlines the admission process. It automatically captures student leads from sources such as social media, ads, websites, and education marketplaces. Further, it automatically distributes them to counselors, tracks student activities, and ensures follow-up with all prospective ... The following is the eligibility criteria to become a LeadSquared Partner: An established customer base in your region and proven ability to generate demand. A valid registration and a website that accurately represents your service offerings in your region. Demonstrated experience selling and implementing SaaS applications in a similar category.7. The CRM insurance agents can trust. Automation not only eases the workload of insurance agents but also gives you time to concentrate on the tasks that need immediate attention. Once you have identified the promising leads and their persona, you can devise the appropriate communication strategy for agents.LeadSquared is a SaaS platform operating in the sales, marketing, and onboarding automation industry. The company offers end-to-end solutions for high lead-volume, high-velocity businesses, specializing in sales challenges across multiple channels and teams. Its services primarily cater to the EdTech, Education, Healthcare, BFSI, Real Estate ...LeadSquared's healthcare CRM offers out-of-box integrations with EMR, Insurance Verification, IVR, apps, etc. Also supports custom integrations for specialized tools you may need for your practice. EHR tools like DrChrono, AthenaHealth, and many more. Real-time Insurance verification toolslike pVerifyCurrently you can only share a lead with 3 = user. Pass 3 here. EntityId. Pass the ProspectAutoId (also known as LeadAutoId) here. You can get it by calling the Get Lead by Id API. You can also find it on the Manage Leads UI as ‘Lead Number’. ContextEntity. The context through which the lead is being shared. Currently only 1 = Activity is ...Update only existing record - Leads that exist in both your WhatsApp Business and LeadSquared accounts will get updated in LeadSquared. 5.2.2 Mapping. On the Mapping screen, the WhatsApp Contact Capture system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default.To authenticate and activate your Azure application on LeadSquared -. From your LeadSquared main menu, navigate to My Profile>Settings>Security>Authentication Provider. Against Enable Third Party Authentication Provider, toggle the slider. On the Choose Authentication Provider pop-up, select Azure AD..