Documentation / Product / Integrations / Leadsquared

LeadSquared: Export Leads

Enrich your Leads in LeadSquared with cross-channel data from your Lytics user profiles. Data from Lytics is updated in real-time, and can help power unique lead automations to personalize interactions with your Leads based on their activity with your brand.

Note: You are required to run the import leads workflow before you can update existing Leads via this workflow.

Integration Details

  • Implementation Type: Server-side.
  • Implementation Techinique: REST API using audience triggers.
  • Frequency: Real-time with an optional one-time backfill of existing users.
  • Resulting Data: Updates to existing Leads within LeadSquared with Lytics user field data. This workflow does not create new records for users that are not already Leads within LeadSquared.

This integration utilizes the LeadSquared API to update a Leads fields. Once the user initiates an export, the workflow will receive real-time updates when a user enters or exits the audience selected. For each user to export, regardless if the user is being added as part of the backfill, or they're entering/exiting the audience in realtime, it will:

  1. Check if the user has the LeadSquared prospect ID user field.
  2. If the LeadSquared prospect ID field exists, it will update the Lead using the prospect ID with the mapped fields you selected in the configuration step.
  3. Users without a LeadSquared prospect ID will be dropped by the workflow. As such, you should define your audience with a filter to only include users with the LeadSquared prospect ID field from the LeadSquared Import.

Fields

Fields that are exported for this integration are entirely defined by the Mapped Fields step in the configuration.

Configuration

Listed below are instructions on how to setup and configure the Lead Export.

  1. Navigate to the LeadSquared integration in the Integrations section of Lytics. leadsquared-tile
  2. Select Workflows.
  3. Select the authorization that corresponds to the LeadSquared account you would like to export to.
  4. Select from the options in the export configuration page:
    • Audience: Select the Lytics audience you would like to export. Make sure the Audience only includes users who have a LeadSquared prospect ID.
    • Mapped Fields: You must map the fields you would like to update. Currently only scalar fields in Lytics (strings, integers, floats, booleans) are supported.
    • Post Updated Lead: If you have configured automation, webhooks or rules & notifications based on updating a lead in LeadSquared, they will not trigger by default if a lead is updated via this API. If you want them to trigger, make sure this option is selected.
    • Existing Users: This option will enable a backfill to update all existing users in the audience instead of only updating users who enter the audience after the workflow begins.

Configure Export LeadSquared