Integrate your LeadSquared CRM

About the Integration:

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.

Integration Features include:

#1 Scheduled meeting links and post-meeting recordings automatically sync to LeadSquared activity history.

#2 Take live notes on the meeting screen itself that automatically gets passed to LeadSquared 

#3 Lead disposition status can be directly updated on Zipteams post the meeting that syncs to LeadSquared automatically 

#4 Automated meeting notes and next steps created using Zipteams AI are directly synced to LeadSquared without any manual intervention. This feature is part of our Zip Grow plan.

Intgeration Requirements

  1. Admin account on Zipteams for Enterprise Plan
  2. Admin account on LeadSquared CRM

Section 1 - Connecting LeadSquared CRM to Zipteams

Setting up this integration is easy, follow these 3 simple steps and you’ll be up and running in no time.

  1. Begin by logging into your Zipteams admin account at https://app.zipteams.com > Go to Setup > Set your Organization > Connect your CRM

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

Zipteams LeadSquared Integration

 

6. You should see your LeadSquared account connected. Thats’ it, now all users in your LeadSquared account will be connected.

Section 2 – Syncing Zipteams Instant and Scheduled Meeting details on LeadSquared 

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

Zipteams LeadSquared Integration

2. Click on Add to create a custom activity with following details:

  1. Name – Zipteams Meeting
  2. Description – Zipteams Meeting Activity
  3. Direction – Outbound
  4. Show in Activity List – Enable

Keep all other settings as default as shown in screenshot below

Zipteams LeadSquared Integration

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. 

  1. Start Time
  2. UTM Source 
  3. Event
  4. Subject
  5. Location
  6. Source URL

Zipteams LeadSquared Integration

Zipteams LeadSquared Integration

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

Zipteams LeadSquared Intgeration

5. That’s it, You are all set, all meetings scheduled on Zipteams will start syncing and will show like below in the activities.

Zipteams LeadSquared Integration

 

Section 3- Syncing Zipteams notes and analytics into LeadSquared

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

Zipteams LeadSquared Integration

2. Click on Add to create a custom activity with following details:

  1. Name – Zipteams Notes
  2. Description – Zipteams Notes and Analytics
  3. Direction – Outbound
  4. Show in Activity List – Enable

Keep all other settings as default as shown in screenshot below

Zipteams LeadSquared Integration

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

  1. Intent
  2. Intent Reason
  3. Disinterest Group

4. Click on Next. Keep the setting as default and click on Save

Zipteams LeadSquared Integration

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.

Zipteams LeadSquared Integration

 

Section 4 – Syncing call recordings from LeadSquared to Zipteams

For syncing call recording links stored on LeadSquared activities to Zipteams, please follow the below steps:

Please note: This setup is for call recordings syncing from LeadSquared Leads page. In case you are using Opportunities or any other page on LeadSquared page, please reach out to us on zipme.at/zipteams for help with setup.

1. Go to your LeadSquared Settings > API & Webhooks > Webhooks

Zipteams LeadSquared Integration

2. Click on CREATE to add 4 webhooks with the following details:

Webhook # 1 (For taking outbound call recordings)

  1. Event – Lead Activity Creation
  2. Activity Event  – Outbound Phone Call Activity
  3. Webhook URL – Will be provided by Zipteams
  4. Custom Headers – Will be provided by Zipteams

Webhook # 2 (For taking inbound call recordings)

  1. Event – Lead Activity Creation
  2. Activity Event  – Inbound Phone Call Activity
  3. Webhook URL – Will be provided by Zipteams
  4. Custom Headers – Will be provided by Zipteams

Webhook # 3 (For taking lead owner)

  1. Event – Lead Ownership Change
  2. Webhook URL – Will be provided by Zipteams
  3. Custom Headers – Will be provided by Zipteams

Webhook # 4 (For taking lead stage)

  1. Event –
    Lead Stage Change
  2. Webhook URL – Will be provided by Zipteams
  3. Custom Headers – Will be provided by Zipteams

You are all set, Zipteams will start getting the call recordings from your LeadSquared Leads page and analytics on the same will be available on Zipteams. In case you have call recordings from Opportunities or any other custom page, please reach out to us at zipme.at/zipteams to help you do a custom setup.

 

 

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.

Important Guidelines:

#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