Setting up sources as Leadsquared for Offline Conversion API

Setting up sources as Leadsquared for Offline Conversion API

Prerequisites:  
  1. A LeadSquared account .
  2. User ‘Access Key’ and ‘Secret Key’ to the LeadSquared account which has permissions to access Leads and API (for administrator profile no permission check required).
Getting Started:  
  1. Go to https://studio.datahash.com/login∙ Enter your credentials to log in∙ Navigate to CRM category under Sources list in the left section∙ Click on the "LeadSquared" connector tile
 
 
  1. In Order to connect to your LeadSquared account You will require the LeadSquared access key & secret key.
  1. Getting the LeadSquared access & secret key
  2. Go to LeadSquared & login to your account.
  1. Navigate to the top right corner and look for profiles. Under your profile, click on settings.
  1. In the left section, navigate to API and webhooks and then click on to API Access keys.
  1. Click on Show Secret Key.
  1. Copy the access key & secret key from here.
 
  1. Paste the access key & secret key in Datahash studio.
  1. Once done, click on Validate Credentials.
  1. Choose the data entity as Offline Events.
  2. Provide name to the connection
  1. Once done, click on Next.
There are 5 major requirements in order to setup Offline Events are:
  1. Email ID column: This is the email ID generated at the source from where the lead is captured.
  2. Phone Number column: Select the column where the phone number is stored.
  3. Last modified date column: This is the date column which gets updated every time an activity is performed on a lead for example, Lead moved from contacted stage to Interested stage. This will help us identify the leads and push them ahead.
  4. Event Time column: The time at which event has been captured.
  5. Event Name event column: The primary event is the one for which you would like to measure the conversions. For example, whenever the lead stage value changes to interested for a user, treat it as a signal for conversion. The data entry for that user would be sent to the respective destination.

Apart from the required ones, there are 2 more fields:
  1. Product Value: If there has been a purchase event, you can send the product value mapping
  2. Data Filters: These are which are available in case the user wants to filter out the data on some certain/specific values.
 
  1. Click on “Test Connection” to proceed.
  2. Once done, you can view the latest leads data available in your CRM as per the mapping provided above.
  3. You can check for errors if any are shown in the table data itself.
  1. Click Finish to complete the setup.

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