LeadSquared + Konnectify

Learn how to integrate and use LeadSquared with Konnectify to automate lead management, sales processes, account tracking, opportunity workflows, and customer engagement across your tools.

What is LeadSquared?

LeadSquared is a sales execution and marketing automation platform that helps businesses capture, nurture, track, and convert leads efficiently. It enables sales and marketing teams to manage leads, accounts, opportunities, tasks, activities, and communication from a centralized system, improving pipeline visibility and conversion rates.

Why integrate LeadSquared via Konnectify?

By integrating LeadSquared with Konnectify, you can automate lead and sales workflows while eliminating repetitive manual tasks without writing code.

Konnectify allows LeadSquared to connect with your CRM, marketing tools, internal systems, and other business applications so that lead data, account updates, opportunity stages, tasks, and activities sync automatically between systems.

This ensures faster follow-ups, improved sales efficiency, and a streamlined revenue process.

What You Can Do with LeadSquared in Konnectify?

When LeadSquared is connected to Konnectify, you can build powerful automations such as:

• Automatically create leads from forms, ads, chat platforms, or external systems
• Update lead details instantly when customer data changes in another application
• Create and manage sales opportunities based on lead activity
• Sync account (company) information across CRM and finance systems
• Automatically assign and update tasks for sales representatives
• Send transactional or marketing emails directly to leads
• Manage static lists for campaigns and segmentation
• Track and sync account-level activities across systems
• Create appointments and follow-up tasks automatically

These automations help reduce manual workload, improve response time, maintain accurate sales data, and accelerate deal closures.

Konnectify uses the LeadSquared API to securely interact with your LeadSquared account. The API allows external platforms to create, read, update, and manage leads, accounts, opportunities, lists, tasks, appointments, and activities programmatically.

• Create, update, delete, and retrieve leads
• Manage opportunities and update sales stages
• Create and update company accounts
• Create, update, and manage tasks and appointments
• Manage static lists and segmentation
• Send emails to leads
• Create and manage account-level activities

LeadSquared supports API authentication using:

• Access Key and Secret Key
• OAuth (based on account configuration)

You can generate API credentials from your LeadSquared admin settings and use them while creating the connection in Konnectify.

• API access depends on your LeadSquared plan and permissions
• Some fields are mandatory while creating leads, opportunities, or accounts
• Custom fields must match the field schema configured in your LeadSquared account
• Rate limits may apply depending on your subscription plan
• Opportunity types must be configured in LeadSquared before using related triggers

For detailed API references, request/response parameters, and examples, refer to the official LeadSquared API documentation.

Before creating the workflow, ensure you have:

• A valid LeadSquared account
• LeadSquared API credentials (Access Key & Secret Key)
• Required admin or API permissions in LeadSquared
• Access to the Konnectify platform
• Permission to create/manage connections in Konnectify

Step 1: Connect LeadSquared in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select LeadSquared
4. Enter:
   • Connection Name (e.g., my leadsquared connection – This name is for reference only and helps distinguish between multiple LeadSquared connections within Konnectify)
   • Access Key
   • Secret Key
5. Click Create Connection

Step 2: Create a New Konnector

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: LeadSquared, Webhook, Google Forms, etc.)
3. Select the required trigger event (for example: New Lead Instant, Updated Lead Instant, New Opportunity Instant, etc.)
4. Choose the LeadSquared connection you created and click Continue

Step 3: Add and Configure LeadSquared Action

1. Click Action
2. Select LeadSquared
3. Choose an action (for example: Create Lead, Update Opportunity, Create Task, etc.)
4. Select the Connection and click Continue
5. Fill all mandatory fields such as:
   • Lead Name / Email
   • Account Details
   • Opportunity Type
   • Task Owner
   • Required custom fields

Step 4: Value Mapping and Workflow Testing

• Map dynamic fields from the trigger output
• Use static values only when required
• Run the workflow using sample data
• Verify the execution status and response from LeadSquared

Step 5: Activate Konnector

• Save the Konnector
• Turn the workflow ON
• Perform a real-time test from the trigger source
• Confirm that the data is reflected in LeadSquared

Automatically Create Leads from External Apps

Trigger: Event from another app (Form submission, Webhook, Ads platform, etc.) • Action: Create Lead in LeadSquared

Use case: Automatically create leads in LeadSquared when prospects fill out forms or trigger events in external systems.

• Eliminates manual lead entry
• Ensures no potential customer is missed
• Centralizes lead capture

Automatically Update Leads Based on External Events

Trigger: Updated Lead Instant or external system update • Action: Update Lead

Use case: Keep lead details updated when customer information changes in billing systems, CRM platforms, or other tools.

• Accurate customer records
• Improved personalization
• Better sales engagement

Create Opportunities When Leads Reach a Specific Stage

Trigger: Updated Lead Instant • Action: Create Opportunity

Use case: Automatically create sales opportunities when leads meet qualification criteria.

• Faster sales pipeline movement
• Reduced manual work for sales reps
• Better opportunity tracking

Sync Account Data Across Systems

Trigger: New Account or Account Updated • Action: Create or Update Account in another app

Use case: Keep company information consistent between LeadSquared and other CRM or ERP systems.

• Consistent company data
• Reduced duplication
• Improved reporting accuracy

Automatically Assign and Update Tasks

Trigger: New Lead Instant or New Opportunity Instant • Action: Create Task or Update Task

Use case: Automatically assign follow-up tasks to sales representatives when new leads or opportunities are created.

• Faster follow-ups
• Improved accountability
• Better lead nurturing

Manage Lists for Campaign Segmentation

Trigger: Lead Added To List • Action: Add Lead To List or Remove Lead From List

Use case: Automatically manage static lists based on user behavior or campaign interactions.

• Better audience targeting
• Automated campaign workflows
• Improved marketing efficiency

Send Automated Emails to Leads

Trigger: New Lead Instant or Lead Added To List • Action: Send Email

Use case: Send welcome emails, follow-ups, or promotional messages automatically when leads are created or added to campaigns.

• Improved customer engagement
• Timely communication
• Consistent messaging

Track Account Activities Automatically

Trigger: New Account Activity • Action: Create Account Activity or Update Account Activity

Use case: Automatically log or sync account-level activities between systems.

• Complete activity history
• Better collaboration across teams
• Improved visibility into account interactions

Create Appointments Automatically

Trigger: New Opportunity Instant • Action: Create Appointment

Use case: Automatically schedule meetings or demo appointments when opportunities are created.

• Streamlined scheduling
• Faster deal progression
• Improved sales coordination

Ready to automate your LeadSquared workflows?

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