LeadSquared

Introduction

LeadSquared is a complete Marketing Automation and CRM software for businesses. It helps you organize your lead capture, lead management, sales management & analytics in one platform.

MoEngage <> LeadSquared

The MoEngage and LeadSquared integration can help you easily transfer data between LeadSquared and MoEngage which will significantly decrease the efforts of the sales and marketing teams by making them work together. We leverage Zapier to enable this integration.

There are 2 ways to connect MoEngage with LeadSquared - 

  1. Native Integration: You can use MoEngage Connector Campaigns to create new l tickets using LeadSquared APIs. 
  2. Via Zapier: You can
    • Create or Update Users inside MoEngage when a New Lead is created in LeadSquared
    • Add or Remove Users from custom cohorts (segments) when a lead state is changed

Native Integration via LeadSquared APIs

 

PREREQUISITES

  • Ensure you have admin access to your LeadSquared account.
  • Ensure you have your LeadSquared API Keys.
  • A common identifier between MoEngage and LeadSquared. This is recommended to map your users across two platforms. 

Step 1: Get your LeadSquared API Access Keys

Follow the steps provided in API Authentication. The accessKey and secretKey can be obtained from the My Account>Settings>API and Webhooks section –

Show-Secret-Key-Button.png

Make a note of the API Access Key and Secret Key as you will need this to configure the payload inside Connector Campaign.

Step 2: Create a connector campaign on MoEngage 

To create a connector campaign on MoEngage, 

1. Navigate to Create Campaign >> Connectors >> Custom and choose the delivery type most suitable to your needsScreenshot_2022-02-21_at_10.48.46_PM.png

2. On step 2 of the campaign 

  • Select the method as POST
  • Add Webhook URL as: https://{host}/v2/ProspectActivity.svc/Create
  • In Headers, add
    • x-LSQ-AccessKey: <AccessKey>
    • x-LSQ-SecretKey: <SecretKey>
    • Content-Type: application/json
      API-Step1.png
  • In the Body, you need to define the activity details like Activity Event Code, note, etc. Activity details are extensible and can be customized based on the LeadSquared API. Use the following example to help structure your payload and enter your desired fields. 
{
  "RelatedProspectId": "{{UserAttribute['ID']}}",
  "ActivityEvent": 201,
  "ActivityNote": "Lead has read the email at {{UserAttribute['event_timestamp']}} tracked via MoEngage",
  "ActivityDateTime": "{{UserAttribute['event_timestamp']}}",
  "Fields": [
    {
      "SchemaName": "Platform",
      "Value": "Email"
    },
    {
      "SchemaName": "mx_Custom_2",
      "Value": "custom_value"
    },
    {
      "SchemaName": "mx_Custom_3",
      "Value": "custom_value"
    }
  ]
}

Step 3: Preview your request 

3. At this point, your campaign should be ready to test and send. You can also test your connector configuration using the Test functionality available in Step 2 of Create Connector Campaign.Screen_Shot_2022-02-22_at_11.12.42_AM.png

You can also check your LeadSquared App. If the Activity is successfully created, your set-up is good to go. You can go ahead and Publish the campaign.

Common identifier

If you have a common identifier between MoEngage and LeadSquared, it is recommended to utilize this as the prospectId, this will help unify the two sets of users.

Alternatively, if this is not the case, we recommend passing a set of identifying attributes such as name, email address, phone number, or others.

 

Integration via Zapier

 

PREREQUISITES

  • Ensure you have admin access to your LeadSquared account.
  • You need a Zapier account to use this integration. Please follow the instructions mentioned here to connect your Zapier and MoEngage accounts.
  • A common identifier between MoEngage and LeadSquared. This is recommended to map your users across two platforms. 

With this integration, you can - 

  1. Create or update LeadSquared Leads in MoEngage
  2. Add or remove LeadSquared Leads to custom segments in MoEngage

A. Import LeadSquared Contacts to MoEngage

Note: This workflow makes use of the Create or Update User Action.

Step 1: Select LeadSquared as the Trigger app

User-Step1.png

  1. Select LeadSquared from the list of apps.
  2. Choose the "Event" as "New Lead". Click continue.
  3. Connect your LeadSquared account. Select your LeadSquared account from the dropdown and click continue. 
  4. Fill up the next steps. Click continue once satisfied.
  5. Click "Test trigger" and Zapier will try to fetch a recent Lead. Click on continue to move to the next step.

Step 2: Select MoEngage as the Action app

Search for "MoEngage" from the apps and select it.

Import-Step4.png

  1. From the event dropdown, select: "Create or Update User". Click continue.
  2. If you have followed the prerequisites, you should see your MoEngage account already listed. You can either choose that or connect a new one. Click continue once done.
  3. In the next step "Set up action", you will see a list of attributes and user properties for you to either fill in or map from the previous step. Click here to know more. You can add the relevant custom user attributes as per your requirements.
  4. Once you are satisfied with your mappings, click on "Continue".
  5. In the final step, click on "Test & continue".
  6. If the API call was successful, you should see a "success" return.

You can also verify this in your MoEngage dashboard. Go to your LeadSquared user's profile and look under custom attributes:

User-Step2.png

You can now send campaigns by filtering users that have relevant user attributes.

B. Add Contacts to a Custom Segment in MoEngage

Note: This workflow makes use of the Add or Remove User from Cohort (Audience) Action.

Step 1: Select LeadSquared as the Trigger app

User-Step1.png

    1. Select LeadSquared from the list of apps.
    2. Choose the "Event" as "Lead Stage Changed". Click continue.
    3. Connect your LeadSquared account. Select your LeadSquared account from the dropdown and click continue. 
    4. Fill up the next steps. Click continue once satisfied.
    5. Click "Test trigger" and Zapier will try to fetch a recent Lead. Click on continue to move to the next step.

Step 2: Select MoEngage as the Action app

Search for "MoEngage" from the apps and select it.

Import-Step4.png

  1. From the event dropdown, select: "Add or Remove User From Cohort (Audience)". Click continue.
  2. If you have followed the prerequisites, you should see your MoEngage account already listed. You can either choose that or connect a new one. Click continue once done.
  3. In the next step "Set up action", you will see a form for you to either fill in or map from the previous step. Click here to know more.
  4. Select if you want to add or remove a user. Fill in all the mandatory fields and you will then be presented with an option to test this setup. Do make sure you fill in at least one of "User ID" or "Anonymous ID". To know more, read the Cohort API docs.
  5. Once you are satisfied with your mapping, click continue.
  6. You will now be presented with an option to test this setup.
  7. Click on "Test & continue" to test this setup.
  8. If the API call was successful, you should see a "success" return.

You can also verify this in your MoEngage dashboard. Go to your MoEngage Dashboard >> Segment >> Create segment. Filter users by "Custom Segment" and you should see your newly created cohort here.

Cohort-Step2.png

This confirms that your Zap was successful.

 

 

Was this article helpful?
0 out of 0 found this helpful