LeadSquared for Outlook

The LeadSquared integration with Outlook lets you experience LeadSquared

right in Outlook.

Benefits

• Visibility

  View the lead associated to emails and appointments without switching

  between LeadSquared and Outlook.

• Productivity

  View Lead information inside Outlook.

  Perform necessary actions of LeadSquared in Outlook.

Features

• Create New Lead if contact does not exist in LeadSquared

  When email is received from a contact, the sales user will get the

  information whether the lead exists in LeadSquared CRM or not. If the

  contact does not exist, the sales user will get the option to add the

  lead in LeadSquared.

• View lead information for existing leads

  If the contact already exists in the system, then the sales user can

  view the information related to the lead in Outlook.

• Update lead details

  Sales user will be able to update the lead details from Outlook, and

  updated information will be reflected in LeadSquared.

• Post activities on leads

  Sales user will be able to post following 5 activities from Outlook-

  • Negative Response to Email
  • Neutral Response to Email
  • Inbound Lead through Email
  • Positive Response to Email
  • Email Unsubscribed

• Update lead stage

  Sales user will be able to update the lead stage of leads from

  Outlook.

  Changed lead stage will be reflected as an activity against the lead.

• Manage Tasks

  Sales user will be able to create appointments and To-dos from

  Outlook.

  Sales user will be able to view and modify recent tasks in Outlook.

• View details in LeadSquared from Outlook

  Sales user will be able to navigate to lead details page in

  LeadSquared from Outlook.

Note: A LeadSquared account is required to use this add-in. The

features will require a paid subscription to LeadSquared. Learn more here:

https://www.leadsquared.com/sales-crm-plans/