Leadsquared

Overview

LeadSquared helps businesses design, organize and analyze their daily marketing activities in one place.

Integrating Lytics with LeadSquared can enable cross-channel profile resolution, expedited marketing activation for your Leads. Lytics can import the Leads stored in LeadSquared. Using your Lead data from LeadSquared with the Lytics Canvas can allow you to create orchestrated, cross-channel touchpoints for each part of your Lead funnel.

Authorization

If you haven't already done so, you will need to setup an LeadSquared account before you begin the process described below. Each account has its own unique API access key and access secret, which you will need to have available to authorize this integration.

If you are new to creating authorizations in Lytics, see the Authorizations documentation for more information.

  1. Select LeadSquared from the list of providers.
  2. Select the LeadSquared method for authorization.
  3. Enter a Label to identify your authorization.
  4. (Optional) Enter a Description for further context on your authorization.
  5. Enter your Access Key. This should be your LeadSquared API username.
  6. Enter your Secret Key. This should be your LeadSquared API password.
  7. Select the Account Region your LeadSquare account was created in. This determines which API host Lytics will connect with.
  8. Click Save Authorization.

LeadSquared Authorization

Import Leads

Import your Leads from LeadSquared to Lytics for a richer full-picture profile of your Leads. You can utilize this data to power your communications with your Leads in different channels, or to gain powerful insights on how your Leads are likely to behave.

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You are required to run this import job before you can update existing Leads via the lead export job.

Integration Details

  • Implementation Type: Server-side Integration.
  • Implementation Technique: REST API Integration.
  • Frequency: One time Batch Integration, or hourly continuous updates.
  • Data imported: New User Profiles with Lead data stored in User Fields.

This integration utilizes the LeadSquared API to retrieve Lead user data. On each run of the job, it will:

  1. Get leads and lead data from the user-configurable number of days in the past until now.
  2. Lead data is ingested into the leadsquared_leads data stream. The data that is imported depends on the fields selected in the user configuration.
  3. The job will continue to get leads every hour if the Keep Updated configuration is selected.

Fields

The following are the default fields that if selected are imported and mapped:

Source FieldLytics User FieldDescriptionType
CanUpdateleadsquared_can_updateLeadSquared can updatebool
CompanycompanyCompanystring
ConversionReferrerURLleadsquared_conversion_referrer_urlLeadSquared conversion referrer urlstring
CreatedByleadsquared_created_byLeadSquared created bystring
CreatedByNameleadsquared_created_by_nameLeadSquared created by namestring
CreatedOnleadsquared_created_onLeadSquared created onstring
EmailAddressemail unique idEmail Addressstring
EngagementScoreleadsquared_engagement_scoreLeadSquared engagement scoreint
FirstNamefirst_nameFirst namestring
JobTitlejob_titleJob titlestring
LastNamelast_nameLast namestring
LastVisitDateleadsquared_last_visit_dateLeadSquared last visit datedate
LeadAgeleadsquared_lead_ageLeadSquared lead ageint
LeadConversionDateleadsquared_lead_conversion_dateLeadSquared lead conversion datedate
Mobilemobile_phoneMobile Phonestring
ModifiedByleadsquared_modified_byLeadSquared modified bystring
ModifiedByNameleadsquared_modified_by_nameLeadSquared modified by namestring
ModifiedOnleadsquared_modified_onLeadSquared modified onstring
Notesleadsquared_notesLeadSquared notesstring
Originleadsquared_originLeadSquared originstring
OwnerIdleadsquared_owner_idLeadSquared owner idstring
OwnerIdEmailAddressleadsquared_ownder_id_email_addressLeadSquared owner id email addressstring
OwnerIdNameleadsquared_owner_id_nameLeadSquared owner id namestring
PhonephonePhonestring
ProspectIDleadsquared_prospect_id unique idLeadSquared prospect IDstring
ProspectStageleadsquared_prospect_stageLeadSquared prospect stagestring
Scoreleadsquared_scoreLeadSquared scoreint
Sourceleadsquared_sourceLeadSquared sourcestring
SourceCampaignleadsquared_source_campaignLeadSquared source campaignstring
SourceReferrerleadsquared_source_referrerLeadSquared source referrerstring
SourceReferrerURLleadsquared_source_referrer_urlLeadSquared source referrer urlstring
TimeZonetimezoneTimezonestring
Websiteleadsquared_websiteLeadSquared websitestring

Additional Fields

Based on your configuration of the Lead Fields option, you may want additional fields mapped beyond the defaults listed above, contact customer support for assistance.

Configuration

Follow these steps to set up an import leads job for LeadSquare. If you are new to creating jobs in Lytics, see the Data Sources documentation for more information.

  1. Select LeadSquared from the list of providers.

  2. Select the Import Leads from the list.

  3. Select the Authorization you would like to use or create a new one.

  4. Enter a Label to identify this job you are creating in Lytics.

  5. (Optional) Enter a Description for further context on your job.

  6. Select the Lead Fields to configure the fields to import. To ensure every field gets mapped you will need to contact your Lytics account manager about getting non-default fields mapped.

    Note: LeadSquared currently has issues parsing or otherwise processing requests that include too many fields (these fields are received from the Meta Data Endpoint), so including every field in the import may make the worfklow fail. You could choose to import half the fields and then the other half if you would like all the fields to be included.

  7. Enter the Backfill Days to configure the number of days in the past that you want to start importing LeadSquared Leads. Default is 90 days in the past.

  8. (Optional) Select Keep Updated to run the import hourly.

  9. Click Start Job.

leadsquared-import-config

Export Leads

Enrich your Leads in LeadSquared with cross-channel data from your Lytics user profiles. Data from Lytics is updated in real-time, and can help power unique lead automations to personalize interactions with your Leads based on their activity with your brand.

Note: You are required to run the import leads job before you can update existing Leads via this job.

Integration Details

  • Implementation Type: Server-side Integration.
  • Implementation Techinique: REST API Integration - Audience Trigger Integration .
  • Frequency: Real-time Integration with an optional one-time Backfill of existing users.
  • Resulting Data: Updates to existing Leads within LeadSquared with Lytics user field data. This job does not create new records for users that are not already Leads within LeadSquared.

This integration utilizes the LeadSquared API to update a Leads fields. Once the user initiates an export, the job will receive real-time updates when a user enters or exits the audience selected. For each user to export, regardless if the user is being added as part of the backfill, or they're entering/exiting the audience in realtime, it will:

  1. Check if the user has the LeadSquared prospect ID user field.
  2. If the LeadSquared prospect ID field exists, it will update the Lead using the prospect ID with the mapped fields you selected in the configuration step.
  3. Users without a LeadSquared prospect ID will be dropped by the job. As such, you should define your audience with a filter to only include users with the LeadSquared prospect ID field from the LeadSquared Import.

Fields

Fields that are exported for this integration are entirely defined by the Mapped Fields step in the configuration.

Configuration

Follow these steps to set up an export leads job for LeadSquare. If you are new to creating jobs in Lytics, see the Destinations documentation for more information.

  1. Select LeadSquared from the list of providers.
  2. Select the Export Leads from the list.
  3. Select the Authorization you would like to use or create a new one.
  4. Enter a Label to identify this job you are creating in Lytics.
  5. (Optional) Enter a Description for further context on your job.
  6. Select the Audience to export. The Audience must only includes users with a LeadSquared prospect ID.
  7. Select the Mapped Fields to update. Currently only scalar fields in Lytics (strings, integers, floats, booleans) are supported.
  8. Select Post Updated Lead to trigger automation, webhooks, or rules and notifications based on updating a lead in LeadSquared. By default, these will not be triggered when a lead is updated.
  9. Select Existing Users to configure a Backfill. This will update all existing users in the audience instead of only updating users who enter the audience after the workflow begins.
  10. Click Start Job.

Configure Export LeadSquared