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Overview

The LeadSquared CRM integration enables real-time synchronization between your LeadSquared leads and Oration AI customers. Through webhook-based updates and custom activity tracking, this integration ensures your CRM stays current with every customer interaction and conversation outcome.

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What it does

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Automatic customer synchronization

When you create or update a lead in LeadSquared CRM, the integration automatically syncs that information to Oration AI as a customer. This happens through webhooks that are registered on your LeadSquared platform during the connection setup. How it works: Once the integration is connected, these operations happen automatically:
  • Create: New leads in LeadSquared CRM automatically become customers in Oration
  • Update: Changes to lead details in LeadSquared CRM sync to Oration in real-time
Unlike some integrations, LeadSquared does not support automatic customer deletion through webhooks. Customers must be managed separately in Oration if needed.

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Post-call activity tracking

After every conversation with a customer who originated from LeadSquared CRM, Oration automatically creates a custom activity on the lead in LeadSquared. The activity type depends on whether the call was inbound or outbound. This feature requires post-call analysis to be enabled on your agent. Custom activity types: During connection setup, Oration creates two custom activity types in your LeadSquared account:
  • Oration AI Inbound: Posted when a customer initiates an inbound call
  • Oration AI Outbound: Posted when your agent makes an outbound call
What’s included in activities:
  • Conversation summary
  • Key topics discussed
  • Custom analysis fields (if configured)
Post-call activities are only created for customers that were originally synced from LeadSquared CRM to Oration.

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Getting your LeadSquared credentials

To connect LeadSquared CRM with Oration, you need three pieces of information:
  1. Access Key: Your LeadSquared API access key
  2. Secret Key: Your LeadSquared API secret key
  3. Host URL: Your LeadSquared API host URL

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Finding your access key and secret key

  1. Log in to your LeadSquared account
  2. Navigate to My Account > Settings > API and Webhooks
  3. Copy your Access Key and Secret Key
  4. Save these keys securely—you’ll need them for the Oration setup
Keep your access key and secret key secure. Anyone with access to these credentials can read and modify data in your LeadSquared account.

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Finding your host URL

Your host URL is the API endpoint for your LeadSquared instance. You can find the correct host URL for your account in the LeadSquared API documentation. Common host URLs include:
  • https://api-in21.leadsquared.com (India)
  • https://api-us11.leadsquared.com (US)
  • https://api-eu1.leadsquared.com (Europe)
Make sure to use the correct host URL for your region. Using the wrong host URL will cause connection failures.

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Connecting LeadSquared CRM to Oration

Follow these steps to establish the connection:

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1. Navigate to workspace settings

In your Oration dashboard, click on Workspace Settings in the left navigation menu.

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2. Open integrations

Select Integrations (Beta) from the settings menu.

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3. Add LeadSquared CRM connection

  1. Find LeadSquared CRM in the list of available integrations
  2. Click Add New Connection
  3. Enter the following information:
    • Connection Name: A friendly name to identify this connection (e.g., “Production LeadSquared”)
    • Access Key: Paste the access key you copied from LeadSquared
    • Secret Key: Paste the secret key you copied from LeadSquared
    • Host URL: Enter your LeadSquared API host URL

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4. Test the connection

Click Test Connection to verify your credentials are valid. Oration will attempt to connect to your LeadSquared instance and confirm the credentials work correctly. If the test fails, double-check:
  • Your access key and secret key are copied correctly (no extra spaces)
  • Your host URL is formatted correctly and matches your region
  • Your API credentials have the necessary permissions in LeadSquared

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5. Complete the connection

Once the connection test succeeds, click Connect to finalize the integration. Oration will:
  1. Register webhooks: Create two webhooks in your LeadSquared platform for lead creation and update events
  2. Create custom activity types: Set up “Oration AI Inbound” and “Oration AI Outbound” custom activity types in your LeadSquared account
  3. Start monitoring: Begin listening for webhook events to sync lead changes in real-time
Unlike Twenty CRM, LeadSquared integration does not perform an initial sync of existing leads. Only new leads created or updated after the connection is established will be synced to Oration.

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Troubleshooting

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Connection test fails

Check your credentials Ensure the access key and secret key are copied exactly as shown in LeadSquared, with no extra spaces or characters. Verify host URL Confirm you’re using the correct host URL for your region. Refer to the LeadSquared API host documentation to verify. Confirm API permissions Make sure your API credentials have permissions to create webhooks and custom activities in LeadSquared.

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Leads not syncing

Check webhook status Navigate to LeadSquared’s webhook settings and verify that the Oration webhooks are active and configured correctly. Review connection status In Oration’s Integrations page, check that your LeadSquared connection shows as “Active” or “Connected.” Verify lead creation/update Remember that only leads created or updated after the connection was established will sync to Oration.

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Post-call activities not appearing

Enable post-call analysis on your agent Verify that post-call analysis is enabled on the specific agent handling the conversations. Confirm customer source Post-call activities are only created for customers that originated from LeadSquared CRM. Check that the customer record shows LeadSquared as the source. Check custom activity types Verify that “Oration AI Inbound” and “Oration AI Outbound” custom activity types exist in your LeadSquared account.
Need more help? Reach out to our team at [email protected]