> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://myoperator.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# What steps do I follow to complete the LeadSquared-MyOperator integration?

## Quick answer

1. Turn on five feature flags in MyOperator (In-Call & After-Call webhooks, Input Node, Click2Call, Recording).
2. Submit Company-ID and API-Token in the Integration Portal.
3. Add two webhooks (`incall`, `aftercall`) in MyOperator.
4. Install “Universal Telephony Connector” in LeadSquared and paste the Click2Call URL & JSON template. When a call happens, LeadSquared shows a pop-up, creates/updates a lead, and logs a call activity automatically.

## When should I use this guide?

Use it if you want an end-to-end checklist to move from “nothing configured” to agents successfully using Click2Call and seeing every call logged inside LeadSquared.

---

## 1. Prerequisite checklist

| Item | Where to find it | Required? |
| --- | --- | --- |
| MyOperator plan | - | SUV and Above (New Plans) / Growth and Scale (Old Plans) |
| Company ID | MyOperator → APIs & webhooks → Calling APIs | Yes |
| API Token | MyOperator → APIs & webhooks → Calling APIs | Yes |
| In-Call webhook flag | MyOperator → APIs & webhooks → Calling webhooks | Yes |
| After-Call webhook flag | MyOperator → APIs & webhooks → Calling APIs | Yes |
| Universal Telephony Connector | LeadSquared Marketplace | Yes |
| Click2Call enabled | MyOperator → Calls → Outgoing | Yes |
| Agent e-mail address | MyOperator → Manage → Users | must match with LeadSquared “User E-mail” |
| Phone number | MyOperator → Manage → Users | must match with LeadSquared “Agent Phone Number” |

||| Warning
Dial method should be serial-wise or Balanced. Simultaneous call distribution is not supported.

---

## 2. CRM field-mapping details

| MyOperator field | LeadSquared activity field |
| --- | --- |
| `caller_number` | Phone |
| `agent_email` | Owner Email |
| `call_duration` | Duration (sec) |
| `recording_url` | Custom field “Recording” |
| `direction` | Call Type |

---

## 3. How the integration works

### Incoming-call sequence

1. Popup – `/in-call` webhook triggers UTC; the lead card shows within 1s.
2. Lead check – UTC looks up phone number.
3. Activity add – `Call – Incoming` activity logged.
4. Routing – If the lead owner exists, MyOperator rings that agent; else, it falls back to IVR/counsellor queue.

### Outgoing-call sequence (Click2Call)

1. Agent clicks the green phone icon.
2. UTC hits MyOperator Click2Call API:
   1. MyOperator calls the agent, then dials the lead.
   2. `/after-call` webhook logs `Call – Outgoing` activity with duration & recording.

![Lead capture in CRM](https://content.api.getguru.com/files/view/21825458-fd94-4676-9651-a8b477519fce)

![Details passed to CRM](https://content.api.getguru.com/files/view/40d4114e-30ce-4bf6-84d2-c1439e9ed6d6)

---

## 4. Step-by-step setup

### 4.1 Enable the integration in MyOperator

1. Log in to MyOperator.
2. Navigate to APIs & Webhooks → All Integrations → Integration page.
3. Select “LeadSquared CRM Integration.”
4. Fill in the required fields and click Integrate. A success banner appears, and you are redirected to the webhook configuration.

![LeadSquared CRM Integration](https://content.api.getguru.com/files/view/8aa96aa3-ab56-43b1-b638-1ef828102a37)

### 4.2 Configure mandatory webhooks

| Webhook type | Path in UI | Method | Content-Type |
| --- | --- | --- | --- |
| After-Call | Panel → APIs and webhooks → Calling Webhook → Add new | POST | JSON |
| In-Call | Panel → APIs and webhooks → Calling Webhook → Add new | POST | JSON |

1. In each “Add new” form, choose the Type exactly as listed.
2. Paste the URL shown in the table.
3. Select POST and JSON.
4. Click Save.

### 4.3 Configure LeadSquared Click-to-Call

* Login LeadSquared
* Go to APPS → Apps Marketplace
* Search Universal telephony connector
* Install the connector if not installed
* Click on Configure and complete the steps as per the instructions
  * Virtual number update

Format: +91- Virtual number

|| Info
Virtual number is your display number, as highlighted below.

![Universal telephony connector](https://content.api.getguru.com/files/view/d191841d-f00b-4cee-983e-c065f6c4344d)

### Click2Call API configuration

Login LeadSquared -> Apps -> Apps marketplace -> Universal Telephony connector -> Configure -> Click 2 Call

* Click2Call URL
* Method: POST
* Response Keyword: `Success`
* Response Type: JSON

![Click 2 call configuration](https://content.api.getguru.com/files/view/143648b9-af2c-41e7-9f18-7bd2f65401bb)

---

## 5. Final go-live checklist

* Feature flags ON
* Two webhooks return HTTP 200 OK in Logs → Webhook Deliveries
* Click2Call test rings agent + logs call
* LeadSquared pop-ups show for inbound calls
* Recording URL visible in activity note

---

## 6. Expected outcomes & SLA

* New agent appears in LeadSquared within 5 min (or instantly if “Sync now” is pressed).
* Phone displays in Settings → Users → Agent Phone Number.
* Click-to-Call button active; calls log under the correct owner.

---

## 7. Edge cases & limitations

| Issue | Behaviour | Fix |
| --- | --- | --- |
| Duplicate activities | Two After-Call hooks enabled | Disable the extra hook |
| Popup blocked | No inbound pop-up | Allow pop-ups for `*.leadsquared.com` |
| Agent not matched | Activity owner “Unknown” | Sync agent e-mails |

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## 8. Troubleshooting & escalation

Problem → Quick fix

* Click2Call silent → Token expired → regenerate API Token.
* Activities missing → Check webhook 4xx errors & resend test payload.
* No recording URL → Recording disabled → enable in Number settings.

Still blocked? Email [support@myoperator.com](mailto:support@myoperator.com) with Company-ID, call SID, and timestamp (SLA 4h).

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Keywords: LeadSquared integration steps, MyOperator Click2Call, Universal Telephony Connector, webhook URLs, call activity logging