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This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With the Lead modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can:
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create, update, and delete leads
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create, update, retrieve, and delete activities
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create, update, search, and cancel sale activities
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create, update, retrieve, and delete tasks
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create, update, list, and retrieve usersCan use the system on a limited basis based on the rights assigned by the admin.
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watch new events, and call APIs
To get started with LeadSquared, create an account at leadsquared.com.
To connect Robly app, you need to obtain the Acess Key, Secret Key, and API Host values from your LeadSquared account and insert them in the LeadSquared modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive..
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Log in to your LeadSqaured account.
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Click Your Profile Icon > Settings > API and WebhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. and copy the Access Key, and Secret Key to a safe place.
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Log in to your Boost.space Integrator account, insert any LeadSquared module into a scenario, and click the Add button next to the Connection field.
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Optional: In the Connection name field, enter a name for the connection.
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In the Access Key and Secret Key fields, enter the values copied in step 2.
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In the API Host field, select your assigned API host address. You can find this value in account Settings > API and Webhooks section.
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Click Save.
You have successfully established the connection. You can now edit your scenario and add more LeadSqaured modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.