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  1. Integration guide
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  3. CRM

Integrating with LeadSquared

Last updated 1 year ago

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Prerequisites

To connect LeadSquared to Drivetrain, you need:

  • An active LeadSquared account

  • Admin privileges on LeadSquared

  • Admin privileges in Drivetrain

LeadSquared Setup

Drivetrain supports integration with LeadSquared via API from a dedicated user account. To get started you would need to create a dedicated profile and a dedicated user with administrator privileges on LeadSquared for Drivetrain.

Step 1: Creating a New User

  1. Access the LeadSquared Platform.

  2. Navigate to the profile icon and click Manage Users.

  1. At the top right, click on Create.

  1. Create a new user with the name Drivetrain Integration. The email address will be provided to you by your Drivetrain Customer Success Manager.

  1. Under Role, select Administrator and under User Type select Regular.

  1. [Optional] You can select a reporting manager and Team appropriately.

  2. Click on Create New.

That’s it! Inform your customer success manager so that they can get started!

Prerequisites
LeadSquared Setup
Step 1: Creating a New User
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