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Agent Serve · Sales integration
Manage LeadSquared leads, activities, tasks, notes, and opportunities
LeadSquared is a Sales integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's LeadSquared integration provides 12 LeadSquared tools that AI agents can use inside Agent Serve's visual workflow builder. LeadSquared connects with an API key. Explore deployment options with the Agent Serve team.
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Integrate LeadSquared CRM into the workflow. Create, update, upsert, look up, and search leads, change a lead owner or stage, log AI call and WhatsApp outcomes as activities, read a lead activity history, create and list follow-up tasks, add notes, and capture or update opportunities. Can also run workflows when LeadSquared posts a webhook. Requires a LeadSquared access key, secret key, and the API host of your region.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag a LeadSquared block onto the workflow builder, and paste in your LeadSquared API key.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your LeadSquared automation is live.
12 LeadSquared tools available in Agent Serve.
Get one lead by its lead ID, email address, or phone number. Returns found=false when no lead matches.
Find leads with a quick search across name, email, phone, company, city, and country, or by a field criterion such as CreatedOn > 2026-01-01 or ProspectStage = Prospect.
Create a new lead in LeadSquared. Pass at least one of FirstName, LastName, EmailAddress, or Phone; EmailAddress and Phone are unique by default, so creating a duplicate fails.
Update fields on an existing lead by its lead ID, including changing the lead owner or stage. Only the fields you pass change.
Update the lead that matches the email address or phone (or the Search By field), or create a new lead when none matches.
Post an activity on a lead, such as the outcome of an AI call or a WhatsApp conversation, with a note and custom activity fields. Find the activity event code under My Account > Settings > Customization > Custom Activities & Scores.
List the activities on a lead, optionally only one activity type, with each activity note and custom field values. Returns 25 activities unless a row count is set.
Create an appointment or to-do task, such as a callback, on a lead or an opportunity and assign it to a user. The task type name decides whether it is an appointment or a to-do.
List the tasks on a lead, or the tasks assigned to a user with optional date range and completion filters.
Add a note to a lead, optionally with an attachment URL.
Capture an opportunity on a lead, creating the lead too when no lead matches. Duplicate detection rules may attach it to an existing opportunity instead of creating a new one.
Update fields or the note of an existing opportunity by its opportunity ID. Only the fields you pass change.
Ready-to-use templates featuring LeadSquared. Click any to build it instantly.
Agent Serve's LeadSquared integration adds 12 LeadSquared tools to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Manage LeadSquared leads, activities, tasks, notes, and opportunities. Teams often pair LeadSquared with QuickBooks and HubSpot in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the LeadSquared agents, connections, and team access your process needs.