Welcome to SquadStack Plug & Play (PnP) Integrations! Learn all about how you can connect with SquadStack for bidirectional data sharing.

Quick Links

Create a Lead

Call level Dispositions

Lead Level Dispositions

Congrats on choosing Squadstack!

You’ve probably stumbled upon this page since you are wondering how data sharing works. Don’t worry, we’ve got you covered!

Entity definitions

Throughout the documentation, certain terminologies will be used to describe relevant parties/business objects involved. The definitions are given down below.

Customer/Client/You

Refers to the individual/organisation who’ll be using SquadStack’s services to reach out to their customers/potential customers.

Lead

Lead refers to the person(your potential customer) that SquadStack performs the outreach to. All the necessary details of the lead are to be passed on to SquadStack which we will then be used in the process of the reach out.

Campaign

Campaign refers to the flow that you have pre-configured on SquadStack’s backend as per your business needs. Any campaign would define a sequence of events and every lead associated to that campaign would follow these sequence of events.

CRM/LMS (Customer Relationship Management Software/ Lead Management System)

The system you use to manage all of your leads!

“How can we insert leads into our Campaign?”

There are two ways through which you can pass on your leads to us

1. Manual Imports:

   If you have your entire data set handy in the form of a sheet, then this is the way to go!

   Simply log in to your customer portal, select the campaign you want to import the leads into upload the sheet, and voila! Your leads are now ready to be called

2. API

   We have readymade APIs that you can consume from your CRM/LMS to pass on leads to us as and when you want them to be called

   <aside> 💡 Please click here to find out more on our Create Lead API

   </aside>

“How can we analyse the calling performance?”

Data is everything! Once your campaign is live, you may want to analyse the calling performance and maybe take some actions on the leads that were called.

There are two ways for you to consume this data:

1. Manual exports:

   All of your calling metrics can be directly downloaded from the customer portal

2. Direct integration with your CRM/LMS via APIs/Webhooks:

   We also offer a direct integration, through which we will pass on the call/lead level details to your CRM in near real time. You can expect these updates to be sent to after each and every call, and after a lead reaches its terminal stage.

   <aside> 💡 Please click here to find our more on Call Level Updates

   </aside>

   <aside> 💡 Please click here to find our more on Lead Level Updates

   </aside>