What steps do I follow to complete the LeadSquared-MyOperator integration?
Quick answer
- Turn on five feature flags in MyOperator (In-Call & After-Call webhooks, Input Node, Click2Call, Recording).
- Submit Company-ID and API-Token in the Integration Portal.
- Add two webhooks (
incall,aftercall) in MyOperator. - 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" |
Dial method should be serial-wise or Balanced. We don't support simultaneous call distribution.
2. CRM field-mapping details
MyOperator field | LeadSquared activity field |
|---|---|
| Phone |
| Owner Email |
| Duration (sec) |
| Custom field "Recording" |
| Call Type |
3. How the integration works
Incoming-call sequence
- Popup –
/in-callwebhook triggers UTC; the lead card shows within 1s. - Lead check – UTC looks up phone number.
- Activity add –
Call – Incomingactivity logged. - Routing – If the lead owner exists, MyOperator rings that agent; else, it falls back to IVR/counsellor queue.
Outgoing-call sequence (Click2Call)
- Agent clicks the green phone icon.
- UTC hits MyOperator Click2Call API:
- MyOperator calls the agent, then dials the lead.
/after-callwebhook logsCall – Outgoingactivity with duration & recording.
Alt text: Image of the lead capture in CRM
Alt text: screenshot of the details being passed to CRM
4. Step-by-step setup
4.1 Enable the integration in MyOperator
- Log in to MyOperator.
- Navigate to APIs & Webhooks → All Integrations → Integration page.
- Select “LeadSquared CRM Integration.”
- Fill in the required fields and click Integrate. A success banner appears, and you are redirected to the webhook configuration.
Alt text: LeadSquared CRM Integration
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 |
- In each “Add new” form, choose the Type exactly as listed.
- Paste the URL shown in the table.
- Select POST and JSON.
- 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
Virtual number is your display number, as highlighted in the screenshot below.
Alt text: universal telephony connector
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
Alt text: Click 2 call configuration
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 |
Agent not matched | Activity owner “Unknown” | Sync agent e-mails |
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 with Company-ID, call SID, and timestamp (SLA 4h).
Keywords: LeadSquared integration steps, MyOperator Click2Call, Universal Telephony Connector, webhook URLs, call activity logging
Updated on: 12/01/2026