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.

Select LeadSquared from the list of providers.
Select the LeadSquared method for authorization.
Enter a Label to identify your authorization.
(Optional) Enter a Description for further context on your authorization.
Enter your Access Key. This should be your LeadSquared API username.
Enter your Secret Key. This should be your LeadSquared API password.
Select the Account Region your LeadSquare account was created in. This determines which API host Lytics will connect with.
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:

Get leads and lead data from the user-configurable number of days in the past until now.
Lead data is ingested into the leadsquared_leads data stream. The data that is imported depends on the fields selected in the user configuration.
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 Field	Lytics User Field	Description	Type
CanUpdate	leadsquared_can_update	LeadSquared can update	bool
Company	company	Company	string
ConversionReferrerURL	leadsquared_conversion_referrer_url	LeadSquared conversion referrer url	string
CreatedBy	leadsquared_created_by	LeadSquared created by	string
CreatedByName	leadsquared_created_by_name	LeadSquared created by name	string
CreatedOn	leadsquared_created_on	LeadSquared created on	string
EmailAddress	email `unique id`	Email Address	string
EngagementScore	leadsquared_engagement_score	LeadSquared engagement score	int
FirstName	first_name	First name	string
JobTitle	job_title	Job title	string
LastName	last_name	Last name	string
LastVisitDate	leadsquared_last_visit_date	LeadSquared last visit date	date
LeadAge	leadsquared_lead_age	LeadSquared lead age	int
LeadConversionDate	leadsquared_lead_conversion_date	LeadSquared lead conversion date	date
Mobile	mobile_phone	Mobile Phone	string
ModifiedBy	leadsquared_modified_by	LeadSquared modified by	string
ModifiedByName	leadsquared_modified_by_name	LeadSquared modified by name	string
ModifiedOn	leadsquared_modified_on	LeadSquared modified on	string
Notes	leadsquared_notes	LeadSquared notes	string
Origin	leadsquared_origin	LeadSquared origin	string
OwnerId	leadsquared_owner_id	LeadSquared owner id	string
OwnerIdEmailAddress	leadsquared_ownder_id_email_address	LeadSquared owner id email address	string
OwnerIdName	leadsquared_owner_id_name	LeadSquared owner id name	string
Phone	phone	Phone	string
ProspectID	leadsquared_prospect_id `unique id`	LeadSquared prospect ID	string
ProspectStage	leadsquared_prospect_stage	LeadSquared prospect stage	string
Score	leadsquared_score	LeadSquared score	int
Source	leadsquared_source	LeadSquared source	string
SourceCampaign	leadsquared_source_campaign	LeadSquared source campaign	string
SourceReferrer	leadsquared_source_referrer	LeadSquared source referrer	string
SourceReferrerURL	leadsquared_source_referrer_url	LeadSquared source referrer url	string
TimeZone	timezone	Timezone	string
Website	leadsquared_website	LeadSquared website	string

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.

Select LeadSquared from the list of providers.
Select the Import Leads from the list.
Select the Authorization you would like to use or create a new one.
Enter a Label to identify this job you are creating in Lytics.
(Optional) Enter a Description for further context on your job.
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.
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.
(Optional) Select Keep Updated to run the import hourly.
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:

Check if the user has the LeadSquared prospect ID user field.
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.
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.

Select LeadSquared from the list of providers.
Select the Export Leads from the list.
Select the Authorization you would like to use or create a new one.
Enter a Label to identify this job you are creating in Lytics.
(Optional) Enter a Description for further context on your job.
Select the Audience to export. The Audience must only includes users with a LeadSquared prospect ID.
Select the Mapped Fields to update. Currently only scalar fields in Lytics (strings, integers, floats, booleans) are supported.
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.
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.
Click Start Job.

Configure Export LeadSquared