> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oration.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# LeadSquared CRM

> Sync customer data between LeadSquared CRM and Oration AI with automatic webhook-based updates and post-call activity tracking

## 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.

## What it does

### 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

<Note>
  Unlike some integrations, LeadSquared does not support automatic customer deletion through webhooks. Customers must be managed separately in Oration if needed.
</Note>

### 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)

<Note>
  Post-call activities are only created for customers that were originally synced from LeadSquared CRM to Oration.
</Note>

## 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

### 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

<Warning>
  Keep your access key and secret key secure. Anyone with access to these credentials can read and modify data in your LeadSquared account.
</Warning>

### 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](https://apidocs.leadsquared.com/api-host/).

Common host URLs include:

* `https://api-in21.leadsquared.com` (India)
* `https://api-us11.leadsquared.com` (US)
* `https://api-eu1.leadsquared.com` (Europe)

<Note>
  Make sure to use the correct host URL for your region. Using the wrong host URL will cause connection failures.
</Note>

## Connecting LeadSquared CRM to Oration

Follow these steps to establish the connection:

### 1. Navigate to workspace settings

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

### 2. Open integrations

Select **Integrations (Beta)** from the settings menu.

### 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

### 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

### 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

<Note>
  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.
</Note>

## Troubleshooting

### 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](https://apidocs.leadsquared.com/api-host/) to verify.

**Confirm API permissions**
Make sure your API credentials have permissions to create webhooks and custom activities in LeadSquared.

### 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.

### 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 [support@oration.ai](mailto:support@oration.ai)