Integrate Zipteams with your LeadSquared CRM, a powerful combination that streamlines your sales process and eliminates the need for manual data entry. With this integration, your sales team can easily capture meeting details and recordings, which are automatically synced to the LeadSquared CRM in real-time. This all-in-one solution allows you to focus on closing deals, while Zipteams takes care of the rest. Setting up this integration is easy, follow these simple steps and you’ll be up and running in no time.
Setting up this integration is easy, follow these 3 simple steps and you’ll be up and running in no time.
2. Locate the ‘LeadSquared’ logo on your screen and tap ‘Connect’.
3. A pop-up will appear on your screen. Click on ‘Connect’
4. Choose the LeadSquared CRM account you want to integrate/sync with Zipteams and then tap ‘Connect’.
5. Click on the link on the popup to get your LeadSquared Access Key and Secret Key and them here. Click on Connect
6. You should see your LeadSquared account connected. Thats’ it, now all users in your LeadSquared account will be connected.
For syncing Zipteams instant and scheduled meeting details LeadSquared, please follow the steps below to create custom activity in LeadSquared. Please note this creates a activity “Zipteams Meeting” against a lead in LeadSquared when a meeting is scheduled on Zipteams. You will need to have admin account on LeadSquared to set this.
1. Go to your LeadSquared Settings page > Click on Leads > Custom Activities & Scores
2. Click on Add to create a custom activity with following details:
Keep all other settings as default as shown in screenshot below
3. Click on Next and add the following fields
Notes, Status, Owner – Default fields, keep as it is
Add the following customer fields as shown in screenshot below. You can also add more custom fields as per your needs.
For adding custom fields or syncing lead specific fields, please reach out to us at zipme.at/zipteams.
4. Click on Next. Keep the setting as default and click on Save
5. That’s it, You are all set, all meetings scheduled on Zipteams will start syncing and will show like below in the activities.
For syncing Zipteams notes and analytics into LeadSquared, please follow the steps below to create custom activity in LeadSquared. Please note this creates a activity “Zipteams notes” against a lead in LeadSquared after every call is processed on Zipteams. You will need to have admin account on LeadSquared to set this.
1. Go to your LeadSquared Settings page > Click on Leads > Custom Activities & Scores
2. Click on Add to create a custom activity with following details:
Keep all other settings as default as shown in screenshot below
3. Click on Next and add the following fields
Notes, Status, Owner – Default fields, keep as it is
Add the following fields with Type – String as shown in screenshot below
4. Click on Next. Keep the setting as default and click on Save
5. That’s it, now go to your Zipteams account on app.zipteams.com and go to “Connect your CRM” page > Enable the setting – Enable recording syncing for AI featuresYou are all set, Zipteams notes and analytics will start syncing post the meeting/call to your LeadSquared account and will show like below in the activities.
Congratulations! You’ve successfully integrated your LeadSquared with Zipteams.
Get started using our sales acceleration features and for any feedback or issues, talk to us instantly at zipme.at/zipteams or write to us at hello@zipteams.com.
#1. For the integration to work, Zipteams account should be connected to LeadSquared through an account that has admin access on LeadSquared
#2. All users who need to be assigned to Zipteams scheduled or instant meeting should be signed up on app.zipteams.com/signup with their email IDs which is used to signup on LeadSquared.
#3. New contacts will be created on LeadSquared automatically for all scheduled or instant meetings if the contact doesn’t exist on LeadSquared. The user who is assigned to the meeting will be made the contact owner on LeadSquared.
#4. If a contact who scheduled instant or scheduled meeting is already present on LeadSquared, then meeting will get assigned to existing contact owner on LeadSquared.
#4a. In case the existing owner is not active for instant meetings, then contact will be asked to schedule a meeting that will be assigned to the existing contact owner only.
#4b. In case the existing owner is not signed up on Zipteams, then contact will not be able to schedule the meeting.
If you need any changes in any of the above settings, you can contact us at zipme.at/zipteams or hello@zipteams.com
Cookie | Duration | Description |
---|---|---|
cookielawinfo-checkbox-analytics | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics". |
cookielawinfo-checkbox-functional | 11 months | The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional". |
cookielawinfo-checkbox-necessary | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary". |
cookielawinfo-checkbox-others | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other. |
cookielawinfo-checkbox-performance | 11 months | This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance". |
viewed_cookie_policy | 11 months | The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data. |