CRM sync
Review how student enquiries, calls and counselling outcomes map to LeadSquared. The records below are demonstration data, not confirmation of a live CRM connection.
Records mapped
8
student and parent enquiries
In sync
4
last pass clean
Conflicts
2
stage differs in CRM
Sync cadence
5 min
plus event triggers
Sync log
| Lead | CRM ID | Stage | Owner | Direction | Last sync | Status |
|---|---|---|---|---|---|---|
| Aarav Shah | SMS-10241 | New lead | Rohit Sharma | two-way | 2 min ago | synced |
| Anjali Mehta | SMS-10242 | Qualified | Sneha Kapoor | out | 3 min ago | synced |
| Nikhil Rao | SMS-10243 | Counselling booked | Amit Verma | in | 4 min ago | pending |
| Riya Patel | SMS-10244 | Shortlist shared | Ritu Shah | two-way | 5 min ago | conflict |
| Farhan Qureshi | SMS-10245 | Application submitted | Sagar Mehta | out | 6 min ago | synced |
| Kavya Nair | SMS-10246 | Offer received | Pallavi Rao | in | 7 min ago | synced |
| Nitin Agarwal | SMS-10247 | Scholarship secured | Rohit Sharma | two-way | 8 min ago | pending |
| Meera Iyer | SMS-10248 | Deposit paid / Enrolled | Sneha Kapoor | out | 9 min ago | conflict |
Records in sync
412
LeadSquared ↔ SMS Growth AI
Pending pushes
6
Queued for next cycle
Conflicts
2
Manual review needed
Sync cadence
5 min
Two-way delta sync
Field mapping
priority_score→Lead Score
Updated after analysis
consolidated_profile.summary→Counselling Notes
Study-plan summary
call_analysis.intent_level→Intent Level
Hot / warm / cold
enrichment.role→Student or Parent
Confirmed enquiry field
status↔Application Stage
Review conflicting stage updates
owner←Lead Owner
LeadSquared owns assignment
budget_band→Annual Study Budget
Confirmed currency and annual amount
Sync activity
Pushed 14 updated scores to LeadSquared
2 min ago
Pulled 6 Meta scholarship enquiries
3 min ago
Stage conflict on SMS-10244 queued for counsellor review
4 min ago
Synced 9 counselling summaries
5 min ago
Applied WhatsApp opt-out suppression
6 min ago
Pulled 4 counsellor owner changes
7 min ago