Sales & Marketing CRM Integration

Turn Every Call Into A LeadSquared Lead And Workflow

Marlie AI answers inbound calls 24/7, qualifies the prospect, and pushes them into LeadSquared with the right tags, owner, and stage — so your existing automation flows fire automatically.

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Phone-driven lead capture for LeadSquared sales teams

LeadSquared is built for high-velocity sales — automated lead distribution, sales execution, and marketing workflows in one platform. The leak in most LeadSquared setups is still phone leads: they hit voicemail, lose source attribution, or never make it into the right journey.

Marlie AI plugs that gap. Inbound calls are answered, qualified, and pushed into LeadSquared as new Leads with the right Lead Stage, Lead Source, and Owner — kicking off your existing automation flows the moment the call ends, with full call notes attached.

What You Get with Marlie + LeadSquared

Everything you need to connect your phone calls with LeadSquared — fully automated, zero manual work.

Auto-Create Leads

Inbound callers become LeadSquared Leads with name, phone, email, and qualifying answers populated automatically.

Lead Stage & Owner Routing

Marlie sets the right Lead Stage and assigns the correct Sales User based on call intent and your routing rules.

Source Attribution

Map inbound numbers and campaigns to LeadSquared Lead Source values so your ROAS and channel reports stay accurate.

Custom Field Mapping

Map any qualifying answer — product interest, deal size, geography — into LeadSquared custom fields for clean segmentation.

Smart Deduplication

Returning callers update existing Leads and Activities instead of creating duplicates, preserving Lead Score history.

Call Activity Logging

Every call appears on the LeadSquared Lead with a transcript, summary, and a deep link to the recording.

How It Works

Get up and running with LeadSquared in minutes — no coding required.

Connect LeadSquared

Authenticate LeadSquared via API access keys from the Marlie dashboard. Map fields, owners, and stages.

Configure Routing & Workflows

Choose how Marlie tags Leads, which Sales Users own which intents, and which automation flows fire on Lead creation.

Marlie Answers Inbound Calls

Inbound calls are answered 24/7. Marlie qualifies, captures details, and detects high-intent prospects.

LeadSquared Workflows Fire

New Leads land in LeadSquared with the right stage, owner, and tags — your automation flows kick off without manual entry.

Built for Real Scenarios

See how businesses use Marlie + LeadSquared to capture more leads and streamline operations.

Education And EdTech

Scenario

An online education provider runs paid ads driving phone inquiries about course details and admissions.

Outcome

Marlie qualifies the prospect on program interest, eligibility, and intake date, and creates a LeadSquared Lead in the right course pipeline ready for counselor follow-up.

Healthcare And Insurance

Scenario

A healthcare or insurance call center misses calls during peak hours and loses ad-driven leads.

Outcome

Marlie covers overflow, qualifies prospects on plan interest, and routes high-intent callers into LeadSquared with the right Lead Stage and owner.

Real Estate And Lending

Scenario

A real estate or lending team needs fast follow-up to keep ad-driven phone leads warm.

Outcome

Marlie answers in seconds, qualifies budget and timeline, and triggers LeadSquared journeys to fire emails and tasks before the prospect calls a competitor.

Frequently Asked Questions

Common questions about the Marlie AI + LeadSquared integration.

Which LeadSquared editions are supported?

Marlie works with any LeadSquared account that has API access enabled. We use the LeadSquared REST API to create and update Leads, Activities, and custom fields.

Can Marlie trigger LeadSquared automation flows?

Yes — by setting the right Lead Stage, Lead Source, or custom field on creation. Any LeadSquared journey or workflow that triggers on those values will fire automatically.

Will Marlie create duplicate Leads?

No. Marlie matches callers to existing Leads by phone and email and adds a new Activity to the existing record instead of creating a duplicate.

Can Marlie populate LeadSquared custom fields?

Yes. Any custom field on the Lead object can be mapped to a Marlie call data point — product interest, geography, deal size — from the Marlie dashboard.

How does Lead Owner assignment work?

Marlie can assign new Leads to a specific Sales User, a round-robin pool, or use LeadSquared's own Lead Distributor by writing the owner field appropriately on creation.

Are call recordings stored in LeadSquared?

Recordings and transcripts live in Marlie. The LeadSquared Activity gets a summary and a deep link to the recording, so reps see context the moment they open the Lead.