Integrate SuperReceptionist with LeadSquared

SuperReceptionist  (SR) is a personal reception hosted virtually in a cloud telephony environment.

If you are using SuperReceptionist for your business, you can integrate it with LeadSquared to capture the lead with its phone number directly in your LeadSquared account.

SuperReceptionist connector in LeadSquared allows you to

    • Track incoming calls from customer.

    • Create leads with phone number.

    • Creates task about a particular call.

Prerequisites

    • You must be a User of your LeadSquared account.

    • SR panel should be in Advance Plan or Above to use SR integrations.

    • Your LeadSquared premium plan supports telephony integration.

    • You are using the SuperReceptionist (Knowlarity) service. It is configured and active.

Procedure

1.Get your SR Virtual Number:

Login to your SuperReceptionist account to get the Virtual Numbers.

Your Super Receptionist phone number is your Virtual number. 


2.Enabling LeadSquared:

Navigate to Settings>Integration>Enable LeadSquared


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Select the SR number(s) to register the LeadSquared Integration. For this you need to pass two details to SuperReceptionist(SR).

    • Access ID

    • Secret Key

Selection_037.pngof your LeadSquared Account.


You can find those details in your LeadSquared Account by following the path.

Login->My Account->Settings->API and Web hoooks->API access keysSelection_034.png

After visiting that path , just click show secret key to launch a window like above. That’s it. Just copy those credentials and give to SuperReceptionist(SR)


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Now click Enable and you are successfully registered with the LeadSquared.


How does it work ?

    

Go to your LeadSquared account. From now all the telephone calls are logged as activities for a particular Lead. We can view those activities even from the Lead activity stream.Selection_039.png


How to install plugin in LeadSquared?

      

    See Integrate Super Receptionist right from SR Panel



Call Logs and Recordings in LeadSquared


Find them in the Activity tab of a particular Lead. Selection_040.png



Popup on Incoming Calls

Any call to Knowlarity Virtual Number that is registered with LeadSquared, a popup will appear in the LeadSquared

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Take Notes while on the call

Take notes, add additional details of a caller on the fly. 

Note are saved for a particular lead.


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C2C from LeadSquared


We can also make click to call from the Lead panel. Just click on the phone number attached to Lead and it will launch an outbound call from your(agent) number to the customer.Selection_043.png




Take Notes-taking window similar to inbound for outbound calls too.


System Requirements:

Browser Recommendation: Chrome(Recommended), Firefox