1. Overview
The Ramatkal LeadSquared CRM integration connects India's #1 field sales CRM directly with your executive conversations, client meetings, and audio debriefs.
- Automatic Lead Upsert: Seamlessly matches or creates prospects and leads in LeadSquared based on meeting attendees.
- Activity Logging (Event Code 202): Automatically records debrief summaries, meeting notes, and sales highlights as activity entries (Event Code 202) attached directly to the lead profile.
- Brief Syncing: Dispatches structured next steps and assigned task deadlines directly into LeadSquared follow-ups.
2. Setup & API Configuration
Configure your API Access credentials from your LeadSquared account:
- Log in to your LeadSquared account with admin privileges.
- Navigate to Settings → API and Webhooks.
- Generate or copy your Access Key and Secret Key.
- Select your regional cluster domain:
- India Primary Cluster:
api-in21.leadsquared.com(Recommended for Indian enterprises). - Global Cluster:
api.leadsquared.com.
- India Primary Cluster:
- In Ramatkal Web, go to Integrations → LeadSquared CRM, paste your Access Key, Secret Key, and choose your cluster.
3. Activity Code 202 & Field Mapping
Ramatkal maps meeting data directly into LeadSquared's activity tracking system:
- Activity Event Code: Uses standard
202(Sales Call / Meeting Debrief) to log discussions into prospect activity timelines. - Custom Fields: Automatically maps executive sentiment, deal velocity indicators, and follow-up priorities into corresponding LeadSquared custom fields.
4. Testing & Verification
- ⚡ Test Connection: Click the test button in Ramatkal to verify API authentication and permissions instantly.
- Auto-Push: Toggle auto-push to sync every completed call without manual intervention.