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BFSI / EdTech CRM (India-heavy)

LeadSquared Voice Agent Integration by Edesy

Native LeadSquared connector built for BFSI and EdTech volume. Lead status updates, activity logging, custom field sync, dial-list automation. From ₹95,000 (Advanced package recommended).

Get a LeadSquared Quote
Book a 20-min scoping call

₹95,000

Bidirectional Sync price

2 weeks

Standard delivery

₹4,000/mo

Maintenance retainer

Compliance

DND / Consent aware

LeadSquared integration pricing

Recommended: Bidirectional Sync. LeadSquared customers typically need dial-list automation + compliance handling, which fit the Advanced package.

CRM Quick Integration
₹45,000one-time+ ₹2,000/month maintenance
Native connector for one standard CRM
  • Native connector for HubSpot, Zoho, Pipedrive, Freshsales, GoHighLevel, LeadSquared, Zoho Bigin, or basic Salesforce
  • Outbound sync: call data, transcript, recording link, outcome
  • Up to 8 custom field mappings
  • OAuth authentication setup
  • Webhook configuration
  • End-to-end test calls verified
  • 1 round of revisions
  • 14 days bug-fix warranty
  • Setup documentation
  • Delivery: 7 working days
Most Popular
Bidirectional CRM Sync
₹95,000one-time+ ₹4,000/month maintenance
Two-way sync with workflow triggers
  • Everything in Quick Integration
  • Bidirectional sync: CRM events trigger voice agent campaigns
  • Up to 20 custom field mappings
  • Multi-object support (Lead → Deal → Opportunity)
  • Custom workflow triggers
  • Conflict resolution for duplicate records
  • 2 rounds of revisions
  • 21 days bug-fix warranty
  • Delivery: 2 weeks
Custom CRM Project
₹1,75,000+scoped per project+ ₹8,000+/month maintenance
Internal, legacy, or proprietary CRM
  • Paid discovery call + technical scoping (₹15,000, credited if you proceed)
  • Custom API client built for your internal CRM
  • OAuth/API key authentication setup
  • Error handling, retries, exponential backoff
  • Logging and observability hooks (Sentry/Datadog optional)
  • 3 rounds of revisions
  • 30 days bug-fix warranty
  • Internal documentation handoff
  • Delivery: 4–6 weeks

What we build for LeadSquared

Volume-aware, compliance-aware. Built for BFSI and EdTech requirements.

Log calls as LeadSquared Activities

Each voice agent call becomes an Activity on the related Lead with full transcript and recording link.

Update Lead Stage and Status

Voice agent disposition maps to LeadSquared Lead Stage and Sub-Stage automatically.

Dial-list automation from segments

Voice agent campaign pulls dial list directly from LeadSquared Lead segmentation queries.

Compliance-aware logging

DND, opt-out, and consent flags respected. Call attempts logged for audit trail (BFSI requirement).

Trigger Lead Distribution rules

Disposition triggers LeadSquared Lead Distribution — hot leads route to the right rep instantly.

Bulk API for high-volume sync

10K+ calls/day? We use LeadSquared Bulk API endpoints to keep latency low and stay under daily API limits.

Voice agent → LeadSquared

  • Voice agent campaign pulls dial list from LeadSquared segmentation

  • Each call result POSTs to LeadSquared via Activity API

  • Lead Stage updated based on disposition rules

  • Recording URL and transcript pushed to custom fields

  • Audit trail entry created (for BFSI compliance)

LeadSquared → Voice agent (Bidirectional)

  • LeadSquared Automation triggers when Lead enters specific stage

  • Webhook delivers Lead context to Edesy

  • Voice agent calls Lead with personalized script

  • Outcome flows back as Activity + Stage update

  • Distribution rules fire for hot leads

Default field mappings

  • LeadSquared Lead Mobile → voice agent recipient

  • LeadSquared Source / Campaign → voice agent tagging

  • Voice agent duration → Activity duration field

  • Voice agent transcript → Activity Description

  • Voice agent recording URL → custom Lead field

  • Voice agent outcome → Lead Stage + Sub-Stage

LeadSquared technical stack

  • LeadSquared API: REST API v2

  • Auth: AccessKey + SecretKey header pair

  • Bulk APIs supported for high-volume dial-list sync

  • Compliance: DND, opt-out, and consent flags handled by default

  • Multi-account routing available as Custom Project

How we'll build it

Predictable 5-step process from first call to deployed integration

1

Discovery call

20–30 min call to understand your CRM, voice agent use case, and field mapping needs. Free for standard CRMs.

2

Fixed-price quote

1-page scope document with exact deliverables, timeline, and price. No padding, no revisions to scope.

3

40% deposit, work begins

Build starts within 2 business days of deposit. Daily updates via Slack or email.

4

Build, test, deploy

Built against sandbox first, end-to-end test calls verified, then deployed to production.

5

Handoff + maintenance

Final demo, documentation handoff, 60% balance. Maintenance retainer starts the day after launch.

Why choose Edesy over hiring a freelancer or pulling an engineer

12-month total cost comparison for a typical voice agent CRM integration

FeatureDimensionFreelancerIn-house engineerEdesy
Voice agent webhook expertise
Scoping included (no in-house time)
Fixed price upfront
Bug-fix warranty post-launch
Maintenance when CRM API changes
Best-effort weekday support
Delivery in 7 working days
GST-compliant Indian invoicing

LeadSquared Integration — FAQ

Other CRM integrations we build

Salesforce

Enterprise CRM.

Zoho CRM

India-first CRM.

Freshsales

Freshworks CRM.

HubSpot

Marketing & sales CRM.

Ready to integrate LeadSquared?

Book a 20-minute scoping call. We'll send a fixed-price quote within one business day.

Get LeadSquared Integration QuoteContact Sales

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  • AI Voice Assistant
  • WhatsApp Voice AI
  • WhatsApp Bot Builder
  • AI Website Chatbot
  • AI-SDR
  • Number Masking
  • Shopify Apps
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  • Blog
  • Changelog
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  • Careers
  • Privacy Policy
  • Terms of Service

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