LeadSquared Integration

What It Does

This integration is designed for LeadSquared customers who want CTM calling activity connected to their LeadSquared workflows. 

CTM integrates with LeadSquared to automatically create and update leads from phone calls, sync call recordings, and data. You can also install the softphone directly into the platform.

To complete this integration, you'll work with the LeadSquared team to enable and configure CTM calling within your LeadSquared account.

Prerequisites

Before you begin, be sure you have:

•   A CTM plan/account with softphone access.
•   A LeadSquared account.
•   Permission to manage integrations in CTM.
•   Permission in LeadSquared to configure calling or CRM integrations.
•   CTM tracking numbers and users configured for calling.

How to Set Up the Integration

1. Go to Account Settings > Integrations
2. Select LeadSquared.
3. Open the LeadSquared integration and review the integration details
   • The LeadSquared page explains how CTM calling works with LeadSquared and links to LeadSquared for next steps.
4. Contact LeadSquared
   • Use the Contact LeadSquared link if pricing, account setup, or integration enablement is needed.
5. Confirm CTM calling setup: make sure CTM users, tracking numbers, and softphone access are configured.
6. Complete LeadSquared-side setup: work with LeadSquared to connect CTM calling into the LeadSquared account.
7. Test a call: place a test call and confirm the activity is tracked in CTM and available in the expected LeadSquared workflow.

Troubleshooting

LeadSquared Integration Not available

Likely cause: The CTM account does not have softphone access.

Fix: Confirm the account plan includes softphone access.

Calls not Logging Correctly  

Likely cause: CTM calling setup or LeadSquared-side setup is incomplete.

Fix: Confirm the CTM user, tracking number, and LeadSquared configuration are connected correctly.

Pricing or Setup Details Unclear

Likely cause: LeadSquared pricing is customized by use case.

Fix: Contact LeadSquared for account-specific setup and pricing details.

Frequently Asked Questions

Is LeadSquared Configured inside CTM?

No. The CTM page provides the integration entry point, but LeadSquared-side setup may be required.

Does this Integration Require Softphone Access?

Yes. In CTM, LeadSquared access depends on softphone access.

Can CTM Track Calls Placed Through the Integration?

Yes. The LeadSquared integration enables your teams to make, track, and log calls with visibility into the conversation.