Konnectify
Submit a Ticket

LeadSquared

Recent Searches

No recent searches

    Popular Articles

      Articles

      View all

        Topics

        View all

          Tickets

          View all
            no results

            Sorry! nothing found for

            LeadSquared + Konnectify

            LeadSquared Integration with Konnectify

            Automate your sales execution, lead capture, and marketing campaigns by connecting LeadSquared with your business-critical tools.

            Leads Accounts Opportunities Tasks & Appointments Lists & Emails 10 Triggers 53 Actions

            What is LeadSquared?

            LeadSquared is a robust sales execution and marketing automation platform designed to help high-volume sales teams track leads, manage opportunities, and run targeted marketing campaigns. By integrating LeadSquared with Konnectify, you can automatically capture leads from external marketing channels, sync customer data with your billing systems, and coordinate sales tasks across your entire software stack.

            New to LeadSquared?

            Configure and manage your sales execution and marketing automation pipelines.

            Visit LeadSquared Website →
            New to Konnectify?

            Build automated workflows connecting LeadSquared to your other business applications.

            Sign Up Free →
            What you can automate:
            Instantly route new web form leads directly into your LeadSquared pipelines.
            Sync company accounts and contact updates with external ERP or billing platforms.
            Coordinate calendar appointments and tasks dynamically when opportunities progress.
            Trigger targeted transactional emails immediately upon lead status updates.
            Log external customer activities and notes directly to the lead's profile in real time.
            Add leads to specific static lists automatically based on marketing event interactions.

            API & Authentication

            Authentication Details

            LeadSquared uses secure API Key credentials to establish a connection with Konnectify. To connect your account, you will need to provide your LeadSquared Access Key, Secret Key, and your specific API Host URL (which corresponds to your regional server cluster, e.g., https://api-in21.leadsquared.com). This ensures all automated queries and data transfers are encrypted and authorized under your account's security policies.

            Once connected, Konnectify leverages LeadSquared's API capabilities to handle:

            • Instant Webhooks: Real-time triggers for immediate lead, task, and opportunity updates.
            • Polled Events: Periodic checks for new accounts, updated accounts, and logged activities.
            • Comprehensive Operations: Full CRUD capabilities for leads, opportunities, tasks, lists, and appointments.
             Rate Limits & Permissions

            Ensure your LeadSquared administrator has enabled API access for your user profile. API request limits are determined by your LeadSquared subscription plan; check your system settings to avoid rate-limiting during high-volume data syncs.

            For detailed documentation on obtaining credentials, see the official LeadSquaFred Developer Center.

            How to Connect

            Prerequisites: Active LeadSquared account with Administrator access, your Access Key, Secret Key, and the regional API Host URL.
            1

            Add LeadSquared to a Workflow

            Log in to your Konnectify portal, open or create a workflow, and select LeadSquared from the application list.

            2

            Authorize via API Credentials

            Input your LeadSquared Access Key, Secret Key, and API Host URL into the authorization modal, then click Authorize to verify the secure connection.

            3

            Configure the Trigger or Action

            Select your desired trigger event or automated action. Map data fields between LeadSquared and your other apps.

            Configuration Note: Always map custom fields carefully between apps to avoid validation errors.
            4

            Test the Workflow

            Run a test execution within Konnectify using sample data to confirm that the connection routes lead details accurately.

            5

            Activate the Workflow

            Turn on the workflow to let Konnectify manage your LeadSquared sales operations automatically in the background.

            Triggers 10

            Configure these triggers to capture real-time events in LeadSquared and initiate automated workflows in other apps.

             Leads 3 triggers ▾ 
            New Lead (Instant)

            This trigger fires immediately when a new lead is created in LeadSquared.

            Updated Lead (Instant)

            This trigger fires immediately when an existing lead is updated in LeadSquared.

            Lead Added to List

            This trigger fires instantly when a lead is added to a specific list.

             Accounts 3 triggers ▾ 
            New Account

            Fires when a new account (company) is created.

            Account Updated

            Fires when an existing account is updated.

            New Account Activity

            This trigger fires when a new activity is logged against an account (company).

             Opportunities 2 triggers ▾ 
            New Opportunity (Instant)

            This trigger fires immediately when a new opportunity of a specific type is created in LeadSquared.

            Updated Opportunity (Instant)

            This trigger fires immediately when an existing opportunity of a specific type is updated in LeadSquared.

             Tasks & Appointments 2 triggers ▾ 
            New Task (Instant)

            This trigger fires immediately when a new task is created in LeadSquared.

            Updated Task (Instant)

            This trigger fires immediately when an existing task is updated in LeadSquared.

            Actions 53

            Perform these actions in LeadSquared automatically when a workflow triggers in another application.

             Leads 13 actions ▾ 
            Create Lead

            Creates a new lead with standard and custom fields available in your LeadSquared account.

            Upsert Lead

            Upsert a lead with standard and custom fields available in your LeadSquared account.

            Update Lead

            Updates the details of an existing lead identified by its ID.

            Find Lead

            Retrieves the details of a lead using the selected identifier.

            Quick Search Leads Beta

            Retrieves leads containing the search key in Quick Search enabled lead fields.

            Search Leads by Criteria Beta

            Searches leads by any lead field using SQL-style operators with paging and sorting.

            Get Lead Notes Beta

            Retrieves all notes for a lead or a specific lead note by note ID.

            Get Lead Activities

            Retrieves activities associated with a LeadSquared lead. Optionally filter the results by activity event type.

            Post Activity

            Creates a new activity of a selected type and associates it with a Lead or Opportunity in LeadSquared.

            Get Available Slots by Search Criteria Beta

            Retrieves availability slots for users matching a user search criteria payload.

            Get Available Slots by ID Beta

            Retrieves availability slots for one or more users by user ID.

            Get Available Slots by Email Address Beta

            Retrieves availability slots for one or more users by email address.

            Delete Lead

            Deletes an existing lead by its ID.

             Accounts 8 actions ▾ 
            Create Account

            Creates a new company account.

            Update Account

            Updates the details of an existing account.

            Find Account

            Retrieves details of an account by its Company ID under the specified Company Type.

            Create Account Activity

            Creates a new activity and associates it with an account.

            Update Account Activity

            Updates an existing activity on an account.

            Find Account Activity

            Finds existing account activities.

            Delete Account Activity

            Deletes an existing account activity.

            Delete Account

            Deletes an existing account. Optionally delete all leads under the account.

             Opportunities 6 actions ▾ 
            Create Opportunity

            Creates a new sales opportunity.

            Update Opportunity

            Updates specific fields of an existing opportunity using its ID.

            Find Opportunity

            Retrieves details of an opportunity.

            Get Metadata of an Opportunity Type Beta

            Retrieves field metadata and layout details for the selected LeadSquared opportunity type.

            Opportunity Advanced Search Beta

            Retrieves opportunities by Opportunity Event Code and an Advanced Search criteria payload.

            Delete Opportunity

            Deletes an existing opportunity by its ID using a query parameter.

             Tasks & Appointments 21 actions ▾ 
            Create Task

            Creates a new task and assigns it to a user.

            Update Task

            Updates an existing task.

            Create To Do

            Creates a new to-do task and assigns it to a user in LeadSquared.

            Find Task

            Retrieves details of a task.

            Delete Task

            Deletes an existing task.

            List Tasks

            Returns tasks assigned to a particular owner/user or matching specific search criteria.

            Get Tasks by Lead Id

            Fetches all the tasks associated with a given Lead ID.

            Get Tasks by Opportunity Id

            Fetches all the tasks associated with a given Opportunity ID.

            Get To-Dos by Search Criteria

            Retrieves to-dos for users matching the selected user search criteria within a specified date range.

            Get To-Dos by User Id

            Retrieves to-dos for one or more users within a specified date range.

            Get To-Dos by Email Address

            Retrieves to-dos for one or more users within a specified date range.

            Mark a Task Complete

            Marks a task as complete using its unique Task ID.

            Delete Multiple Tasks

            Deletes multiple tasks in LeadSquared using their Task IDs.

            Create Appointment

            Creates an appointment-type task, which can be associated with a lead, opportunity, or kept unassociated.

            Get Appointments by Search Criteria Beta

            Retrieves appointments for users matching the selected user search criteria.

            Get Appointments by User ID Beta

            Retrieves appointments for one or more users by user ID.

            Get Appointments by Email Address Beta

            Retrieves appointments for one or more users by email address.

            Cancel Appointments

            Cancels multiple appointments in one go using their Task IDs.

            Update Appointment Timings

            Updates the timings for a specific appointment task.

            Update Appointment Timings by Minutes

            Bulk updates appointment timings by shifting the start and end dates forward by a specified number of minutes.

            Update Appointment Timings by Hours

            Bulk updates appointment timings by shifting the start and end dates forward by a specified number of hours.

             Lists & Emails 5 actions ▾ 
            Create List

            Creates a new empty static list.

            Add Lead to List

            Adds an existing lead to a specific static list.

            Remove Lead from List

            Removes a lead from a specific static list.

            Find List

            Retrieves a list by its name. Supports static, dynamic, and refreshable lists.

            Send Email

            Sends a transactional or marketing email to a specific lead.

            Popular Automations

            Sync New Leads to Marketing Lists

            Instantly add newly captured leads to a targeted LeadSquared segment for immediate follow-up.

            New Lead (Instant) → Add Lead to List

            Automated Welcome Emails

            Trigger a personalized welcome email immediately when a prospect submits an inquiry form.

            New Lead (Instant) → Send Email

            Create Tasks for New Opportunities

            Ensure immediate sales engagement by assigning action-items to reps as soon as high-value opportunities are logged.

            New Opportunity (Instant) → Create Task

            Track Sales Account Changes

            Log audit trails and update internal status logs automatically whenever an account profile changes.

            Account Updated → Create Account Activity

            FAQ

             How do I authenticate my LeadSquared connection in Konnectify? ▾ 
            You will need to retrieve your Access Key, Secret Key, and regional API Host from your LeadSquared security settings. Inputting these details secures the connection and authorizes Konnectify to route data between systems.
             Which LeadSquared subscription plans support integrations? ▾ 
            API and Webhook features are generally supported across LeadSquared's professional and enterprise tiers. If you experience authentication or connection errors, verify with your LeadSquared account representative that your subscription allows external API connections.
             What is the difference between polled and instant triggers? ▾ 
            Instant triggers use LeadSquared webhooks to push data to Konnectify immediately when an event occurs. Polled triggers check LeadSquared's API on a scheduled interval to detect changes, meaning there may be a short delay before updates are processed.
             How does LeadSquared handle duplicate records? ▾ 
            You can use the "Upsert Lead" action to prevent duplicates. This action checks your LeadSquared database for existing leads matching unique identifiers (such as email address or phone number) and updates their profile instead of creating a new duplicate entry.
             What happens if I exceed my LeadSquared API rate limits? ▾ 
            If rate limits are exceeded, LeadSquared will reject requests with a rate-limit error. Konnectify automatically queues and retries failed requests where possible, but you should monitor your daily LeadSquared API usage settings to ensure adequate headroom.
             Can I connect more than one LeadSquared account to Konnectify? ▾ 
            Yes, you can establish connections to multiple LeadSquared environments or accounts by authorizing each one with its respective Access Key and Secret Key under unique connection labels.
             Does the integration support mapping custom lead fields? ▾ 
            Yes. Actions like "Create Lead" and "Upsert Lead" dynamically query your LeadSquared schema, exposing your custom fields directly within the Konnectify workflow builder interface for easy mapping.

            Ready to automate your LeadSquared workflows?

            Connect LeadSquared with your entire tech stack using Konnectify's intuitive integration builder.

            Get started free →

            Was this article helpful?

            That’s Great!

            Thank you for your feedback

            Sorry! We couldn't be helpful

            Thank you for your feedback

            Let us know how can we improve this article!

            Select at least one of the reasons
            CAPTCHA verification is required.

            Feedback sent

            We appreciate your effort and will try to fix the article

            Preview
            0 of 0