LeadSquared
What is LeadSquared?
LeadSquared is a comprehensive sales execution and marketing automation platform used to capture, qualify, and manage leads through the entire customer lifecycle.
With Konnectify, you can connect LeadSquared to the rest of your stack to automate lead routing, account enrichment, opportunity updates, activity logging, task creation, list operations, and outbound emails—reducing manual work and improving data consistency.
API & Authentication
- Access Key: identifies your LeadSquared API access.
- Secret Key: used to authenticate requests—treat it like a password.
- API Host: your regional LeadSquared API base URL.
- Leads: create, upsert, update, find, and delete leads (including standard and custom fields)
- Companies (Accounts): create, update, find, and delete accounts
- Opportunities: create, update, find, and delete opportunities
- Tasks & Appointments: create, update, find, and delete tasks; create appointment-type tasks
- Account Activities: create, update, find, and delete activities
- Lists: create lists; add/remove leads to/from lists; find lists
- Emails: send transactional or marketing emails to leads
How to connect LeadSquared to Konnectify
- A LeadSquared account with API access enabled
- Your LeadSquared Access Key and Secret Key
- Your regional API Host URL (example: https://api-in21.leadsquared.com)
- A Konnectify account with permission to create/edit workflows
Add LeadSquared to a Workflow
- In Konnectify, create a new workflow (or open an existing one).
- Click Add step and search for LeadSquared.
- Select a Trigger or Action to start configuring.
Authorize via Access Key + Secret Key
- Choose an existing LeadSquared connection or click Add new connection.
- Enter your Access Key, Secret Key, and API Host.
- Save the connection to use it across workflows.
Configure the Trigger or Action
- Select the event (for triggers) or operation (for actions).
- Map required fields (IDs, emails, list names, opportunity types, etc.).
- For “Find” steps, choose the identifier that matches your data (e.g., lead ID vs. email/phone).
Test the Workflow
- Run a test event (create/update a lead, task, opportunity, etc.).
- Confirm Konnectify receives the trigger payload and actions succeed.
- Validate data mapping for standard and custom fields.
Activate the Workflow
- Turn on the workflow once tests look good.
- Monitor the run history for any authorization, validation, or rate-limit errors.
Triggers 10 total
LeadSquared triggers in Konnectify include both polling triggers (checked on an interval) and instant webhook triggers (delivered as events happen). Choose instant triggers when you need near real-time automation.
Actions 24 total
Use LeadSquared actions to create, find, update, and delete records across your core sales and marketing modules.
Popular automations
Examples of common LeadSquared workflows you can build in Konnectify using the available triggers and actions.
Welcome email for every new lead
Send an immediate email when a new lead is created to confirm receipt and share next steps.
Auto-create follow-up tasks for new opportunities
When a new opportunity is created, automatically create a task for the owner to follow up.
Create accounts and keep them updated
When a company account changes, automatically fetch the latest record and update corresponding systems.
Segment leads by list and enrich the record
When a lead is added to a specific list, look up the lead and update key fields or routing info.
FAQ
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