The Following are the steps to follow in CallHippo for Integration
Derive API credentials of Leadsquared Account:
Log in to your Leadsquared Account.
In Leadsquared Account go to the User Settings page navigate to API and Webhooks -> API Access Keys -> Copy and note down your API Hostname as highlighted in the below screenshot.
Then Click on Generate Key
If you have already generated a key click on the Show Secret Key button. It will open a popup with Access Id and Secret key details. Note down both.
Now you have all credentials needed for Leadsquared integrations. API host, Access Id and Secret Key
Step 1 - Log in to your CallHippo account.
Step 2 - Go to the left sidebar menu of your dashboard and click on Integrations.
Step 3 - Select Leadsquared and click on Connect.
Step 4 - Integration Setup for Leadsquared popup will be open. It will ask you to input your Leadsquared credentials. Enter your Leadsquared Api Host, Secret Key and Access Id then click on the Connect Now button
Hurray!!! You have now successfully integrated Leadsquared with CallHippo and the Integration settings popup will open as below.
Integration status will show “Integrated”.
Setup Sms activity Event:
Step 1 - Log in to your Leadsquared account.
Step 2 - Click on the user icon on the top-right corner and navigate to the Settings => Leads => Custom Activities & Scores as below.
Step 3 - On clicking the add icon, it will open an activity setting popup. Please add your name and check the option given in the image below and click on the Next button.
Step 4 - In the next step, please make sure you set all the fields to optional. uncheck all the checkboxes in the Mandatory column then click on the Next button and then Save.
Step 5 - After successful completion of custom Activity creation just note down the Activity code as below.
Step 6 - Then go to the integrations page of CallHippo and click on leadsquared integration setting icon as below it will open the Integration Settings popup.
Step 7 - In the Integration Settings popup turn on the SMS activity toggle and as shown below in the next step 'Select SMS Activity Type for Leadsquared' dropdown menu will reflect all the custom activities created by you from where you need to select a custom activity that you have just created.
Note: if you want to log an SMS activity that has been performed with leadsquared contact then you need to select Activity Type.
Features of Leadsquared Integration:
All your Leadsquared leads will be synced with the CallHippo dialer as a contact once click to call takes place.
Whenever you add/update/delete lead in Leadsquared, it will be synced with CallHippo when click to call takes place.
You will get a call log for any call made to or received from any of your Leadsquared contacts in the CallHippo dialer.
You will also get SMS activity for any SMS sent or received from any of your Leadsquared contacts in the CallHippo dialer.
Call and SMS activity will be displayed in the Leadsquared lead activity history.
Call Activities will be shown-
Dashboard -> Leads -> Manage Leads -> Click on the Lead -> Activity History
SMS Activities will be shown-
Dashboard -> Leads -> Manage Leads -> Click on the Lead -> Activity History
After Call Work activity reflects in Leadsquared
If you have a plan with CallHippo's Call tags and disposition service and the same has been enabled, than the activity being pushed in Leadsquared contains the tags and disposition data being added after the Call in the ACW screen.
Note: This sync only when the same has been performed on the After Call Work screen, In case if tags and disposition have been added later on using the Call logs or other feed than the same wont sync in the Leadsquared.
Enable Chrome extension Click to Call:
Install the CallHippo Click-to-Call Chrome extension from the below link:
https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci