Video Walkthrough
Description
LeadSquared is a Customer Relationship Management (CRM) platform designed to help businesses sell, service, analyze, and connect with customers.
Integrating Datahash with LeadSquared allows you to import leads, audience, or event data and merge them with your CRM data. This gives you a more complete view of your customers, enabling you to engage users on any channel based on their stage in the sales cycle.
Prerequisites
Before you begin, make sure you have:
- A LeadSquared account
- A User Access Key and Secret Key with permissions to access Leads and API (no permissions required if using an administrator profile)
- A defined field in LeadSquared CRM to capture the LinkedIn Lead ID
Setup Instructions
1 – Log in to Datahash
- Go to https://studio.datahash.com/login
- Enter your credentials and log in
2 Open the LeadSquared connector
- In the right section, navigate to the CRM category under the Destinations list.
- Click on the LeadSquared connector tile.
💡 Before starting: Ensure that your LeadSquared account has a defined field in the Leads module to capture the LinkedIn Lead ID.
Connecting to LeadSquared
- To connect your LeadSquared account, you will need the Access Key and Secret Key.
Getting the LeadSquared Access & Secret Key
- Log in to your LeadSquared account.
- Navigate to the top-right corner and click on Profile → Settings.
- In the left panel, go to API and Webhooks → API Access Keys.
- Click on Show Secret Key.
- Copy both the Access Key and Secret Key.
- Paste these credentials into Datahash Studio and click Next.
Source & Connection Setup
- Select LinkedIn Lead Ads as the source type.
- Choose the connection name you want to integrate (the same one connected in your LinkedIn Ads Source connector).
- Provide a name for the connection and click Next to continue.
Field Mapping
Field Mapping is a critical step. You must map LinkedIn Lead Form fields to the respective LeadSquared schema fields.
- At least one of the following fields is required: First Name, Last Name, Email Address, Phone, Mobile.
- The LinkedIn Lead ID field is mandatory and must be mapped.
- Ensure you also map any other mandatory CRM fields (marked with an asterisk).
Once mapping is complete, click Test Connection.
Completing the Setup
- After the connection is verified, click Finish.
- The connected instance will now appear in your Datahash dashboard.
Managing Instances
You can add new instances or edit existing ones through the Manage Connections section.
Adding a New Instance
- Start a new setup by selecting the LinkedIn Lead Ads source type and other required fields.
- Provide field mappings between the lead form and CRM fields, ensuring all required fields are included.
- Click Test Connection, then Finish.
- The new instance (e.g., Ads Connection 2) will appear in the Manage Connections table.
Editing an Existing Instance
- In the Manage Connections table, click the connection name to open the setup.
- Click the Edit icon (top right) to enable edit mode.
- Update the desired field values.
- Click Test Connection, then Finish to save updates.
