Mobile CRM-With LeadSquared’s mobile CRM, your salespeople can do everything on-the-go – their tasks, document upload, lead transfer – while you live-track them from miles away.
LeadSquared uses API Key based auth, a developer-friendly delegated access protocol. Quolum has already connected the necessary wires with LeadSquared. Using a sequence of click-throughs, your organization's administrator allows Quolum to make API calls to LeadSquared without getting access to passwords.
Step 1: Initiate a connection to LeadSquared
Click the Connect button from the Connections card. If you are not an admin, you can invite your organization's LeadSquared admin to make a connection to your LeadSquared organization account. When you click on the Connect button, the web browser will navigate to the LeadSquared login page.
Step 2: Log in to LeadSquared
Log in to LeadSquared using your organization's credentials. The exact login mechanism may depend on your LeadSquared plan, and the sign-in mechanism used. You may have corporate SSO such as Azure AD, GSuite, or Okta along with multi-factor authentication. Once you have successfully logged-in you can find the API Key and API Secret as mentioned below in Step 3.
Step 3: Back to Quolum
Once you have granted access to Quolum, LeadSquared is going to send you back to Quolum's page in Step 1, where you started. The Connect button on the Connections card would now say Reconnect. Reconnect is used to reauthenticate under circumstances where the access has expired.
Under the hood
Using the OAuth protocol, Quolum now has delegated access to your LeadSquared Workspace. The Quolum server, running on Amazon AWS VPC, will be able to make API calls and retrieve feature-level utilization of projects, stories, and tasks. Later, this data is crunched and available for visualization on the Quolum dashboard.
Updated about 1 month ago