Lead Management

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Boost Your Lead Management Efficiency

Simplify and streamline your lead management process with 365 CRM. Contact us today and discover how we can help you capture, nurture, and convert leads effortlessly!

What is Lead management in 365 CRM?

Lead management is the process of capturing, tracking, and managing potential customers from Inceptive interest to conversion. A well-structured lead management process begins with generating and capturing leads through marketing efforts, followed by qualifying them based on criteria such as budget, needs, and intent. Using a CRM lead management platform or a reliable lead management tool simplifies this process by organizing and prioritizing leads effectively. Qualified leads are assigned to sales teams for follow-up, while others are nurtured through personalized communication until they are ready to make a purchase.

Lead tracking and analysis, often conducted through CRM systems, monitor engagement levels and help refine strategies. Effective lead management streamlines sales processes, prioritizes high-potential opportunities, enhances customer experiences, and drives revenue growth.

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lead management dashboard
lead Tracking & Analysis
  • Lead Generation: Attracting leads through marketing efforts like ads, social media, and referrals.
  • Qualification: Evaluating leads based on budget, needs, and intent to identify high-potential prospects.
  • Distribution: Assigning qualified leads to the right sales team members for follow-up.
  • Nurturing: Engaging unready leads with personalized communication until they’re prepared to buy.
  • Tracking & Analysis: Using CRM tools to monitor interactions, refine strategies, and prioritize opportunities.
  • Closing: Presenting solutions and addressing objections to convert leads into customers.
  • Post-Sale Follow-Up: Ensuring satisfaction, encouraging repeat business, and building long-term relationships.
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Connect with us to explore innovative solutions designed to fuel your business growth.

Why Effective Lead Management Matters?

  • Streamlines the Sales Process: Helps sales teams focus on high-potential leads.
  • Prioritizes Opportunities: Maximizes conversion by focusing on the most promising leads.
  • Improves Customer Relationships: Through personalized communication and timely follow-ups.
  • Boosts Revenue Growth: By converting more leads and nurturing long-term relationships.
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lead generation details

Lead Management FAQs

If you don't see an answer to your question, you can send us an email from our contact form.

Step 1 : Go to Lead

  Go to Lead >> Click on Import CSV

imports lead dashboard

Step 2 : Import CSV

 Go to Lead >> Import CSV >> Download Format and Choose File >> Submit

imports lead CSV

Step 1 : Web Setting

 Go to General Setting >> Web Setting >>  Third Party Integration

facebook lead integration

Step 2 : Login with Facebook

 Go to General Setting >> Web Setting >>  Third Party Integration >> Facebook Lead Integration >> Login with Facebook >> Login Facebook

login with facebook integration
facebook third party login integration

Step 3 : Select Lead Label

 Go to General Setting >> Web Setting >>  Third Party Integration >> Facebook Lead Integration >> Login with Facebook >> Login Facebook  >> Select Lead Label >> Save

facebook lable intergration with lead management crm
Save details for facebook integration

Step 1 : Web Setting

 Go to General Setting >> Web Setting >> Third Party Integration

website third party lead integration

Step 2 : Select Lead Label & Generate API

   Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API

website lable intergration with lead management crm
generate api key for website integration

Step 3 : Copy API & Save

 Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API >> Click On “Copy Icon” to Copy API Key >> Save

Copy api key for website integration
save api key for website lead integration

API Details

API

POST https://www.api.365leadmanagement.com/wpaddwebsiteleads

Headers

Authentication Your API Key
Content – Type Application / JSON

Body (JSON)

customerName: New Lead from Web Site
customerEmail: Email
customerMobile: Mobile number
customerComment: Comment
Label: Your Label

Required Fields

  • customerName
  • customerMobile

Note: cutsomerMobile in country code include. Like, 919876543210

Step 1 : Generate CRM Key

Visit seller.indiamart.com, login to your account, then go to the Lead Manager and under the three dots menu ( ⋮ ) click on CRM Integration.

Login to IndiaMART and go to lead Manage

Or you can also directly go to the Key Generation Page using the following link:

https://seller.indiamart.com/leadmanager/crmapi

Now, click on Generate Key. A unique CRM key will be generated and will also be sent to the registered email-id.

Generate API Integration Key

Note: In case you have already generated the CRM key, you can refer to the same from your email or check the key generation screen for your active CRM key. The CRM key will expire if it is not used in the last 7 days. On clicking ‘Generate Key’, a new key will be generated & the older one will expire (if any key was already generated earlier, it will stop working).

Step 2 : Web Setting

 Go to General Setting >> Web Setting >>  Third Party Integration

Indiamart lead integration

Step 3 : Indiamart

 Go to General Setting >> Web Setting >>  Third Party Integration >> Indiamart Integration >>  Select Lead Label >> Enter “IndiaMART API key” >> Enter the Date “7 days” ahead from Today >> Save

indiamart lable intergration with lead management crm
Enter api key for Integration
Select date for lead gathering
Save details for indiamart integration

Step 1 : Lead Label

  Go to General Setting >> Status >> Lead Label >> Click on Add Lead Label >> Submit

Lead Label attributes with CRM
add lead title 365 lead management crm

Step 2 : Assign Lead

  Go to Lead >> Click on Label Assign >> Add Label

Assign Label in CRM
Assign Lead Label with 365 lead management CRM

Step 1 : Dynamic Lead Form Setting

  Go to General Setting >> Web Setting >> Dynamic Lead Form Setting >> Add Fields

General Setting for lead management
Dynamic Lead Form Setting for lead
Add Fields in CRM lead
Fields lable CRM

Step 2 : Lead Form

  Lead Form Detail

365 lead management Lead Form

Step 3 : Lead Public Form

  Public Lead Form Detail

lead management system Lead Public Form

Step 1 : Add Lead Label

  Go to General Setting >> Attribute >> Lead Label >> Add Lead Label

Add Lead Label for 365 CRM

Step 2 : Select Member

  Go to General Setting >> Attribute >> Lead Label >> Select Member

Select Member 365 lead management

Step 1 : 99 Acres Form

  Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form
Note: Please avoid using your email or mobile number in the username field. If you're unsure of your username, kindly reach out to your 99acres Account Manager for assistance.

99 Acres Form lead integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

99 Acres lable intergration with lead management crm

Step 1 : Craete GoogleAds Form

Note: The customer must have a Google Ads account to use this feature.

  1. Create GoogleAds Form
  2. Link Account
Create Google Ads Form to add business

Step 2 : Create Campaign Ad

Create Campaign Ad

Go to the >> Add features to your ads to get more clicks

Add features to your ads to get more clicks
Lead form to your campaign

fill this form and at the end of form there is one option called as Lead Delivery option
here add your 365 CRM Google Ads Lead Form url past here and key. 

365 CRM Google Ads Lead Form url past

then create Your Campaign and test lead.

Step 3 : Google Ads Lead Form Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

Google Ads Lead Form Integration

Step 4 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

google ads Assign Label with lead management crm

Step 1 : Housing Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

365 lead management Housing Integration

Step 2 : Select User Type

  Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

Select User Type of Housing integration

Step 1 : Just Dial Integration

Forward Instructions to your Account Manager
Connect to 365 Lead Management by submitting a request directly to your JustDial account manager. Please forward them the following instructions:

  • Please send my JustDial leads to 365 Lead Management CRM. The steps to do so are as follows:
    • My unique Webhook URL to send leads to: https://www.api.365leadmanagement.com/justdialleads/< Your KEY>/lead
      Note: You can get the full URL from your 365 Lead Management account.

  Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial third party login integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial Assign Label with lead management software

Step 1 : Magicbricks Integration

Connect to 365 Lead Management by submitting a request directly to your MagicBricks account manager.
Please forward them the following instructions, and replace YOUR_USER_ID with your MagicBricks login ID:

  • Please send my MagicBricks leads to 365 Lead Management CRM.
  • My MagicBricks login ID is: YOUR_USER_ID

The required information is as follows:

  1. CET or non-CET client: Non-CET
  2. CRM service provider name: 365 Lead Management CRM
  3. Integration type: PUSH integration
  4. Working Endpoint: https://www.api.365leadmanagement.com/magicbricksleads/<YOUR KEY>/lead
    Note: You can get the full URL from your 365 Lead Management account.
  5. Sample URL: https://www.api.365leadmanagement.com/magicbricksleads/<YOUR KEY>/lead
    Note: You can get the full URL from your 365 Lead Management account.
  6. API Key: Not needed, this is included in the custom webhook URL above
  7. URL Parameters: Not needed, this is included in the custom webhook URL above
    curl Example: curl --location 'https://api.365Leadmanagement.com/magicbricksleads/<365CRM-USER-KEY>/lead?name=leadname&mobile=919988774444&email=abc%40gmail.com&remark=remark&project=project%20name&pid=property%20id&api_key=63d5af44737e48cf9167ab5346352d7a091023054407&source=4&responsetype=lead&account=ravidarji13%40gmail.com'

  Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks third party login integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks Assign Label with lead management software

Step 1 : Software Suggest Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest third party login integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest Assign Label with lead management software

Step 1 : Log in to TradeIndia

  1. Visit www.tradeindia.com and log in to your account.
  2. Click on your profile icon at the top-right corner.
  3. From the dropdown menu, select Inquiries under My Account.
login to tradeindia for better integration

Step 2 : Access Leads and Inquiries

  1. See the "Leads and Inquiries" menu – It will automatically expand by default.
  2. Select "My Inquiry API" to access the API integration section.
Go to the Leads and Inquiries on your Dashboard

 Copy the following details from the My Inquiry API section:

  • User ID
  • Profile ID
  • API Key

These details will be used to connect TradeIndia with 365 CRM.

Select My Inquiry API for website Integration

Step 3 : TradeIndia Integration in 365 CRM

  • Log in to your 365 Lead Management CRM account.
  • Go to General Settings >> Web Setting >>  Third Party Integration >> Tradeindia Integration Form
  • Select the appropriate Lead Label from the dropdown menu.
  • Enter the copied User ID, Profile ID, and API Key into the respective fields.
  • Click Save to establish the connection.
Tradeindia third party login integration
Tradeindia Assign Label with lead management software

  Click Here to download the Lead Integration Plugins

Step 1 : Wordpress Website Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website third party login integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website Assign Label with lead management software

Step 1 : Google Lead Form Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Lead Form third party login integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Form Assign Label with lead management software

Step 1 : Go to Lead

  Go to Lead >> Click on Import CSV

imports lead dashboard

Step 2 : Import CSV

 Go to Lead >> Import CSV >> Download Format and Choose File >> Submit

imports lead CSV

Step 1 : Web Setting

 Go to General Setting >> Web Setting >>  Third Party Integration

facebook lead integration

Step 2 : Login with Facebook

 Go to General Setting >> Web Setting >>  Third Party Integration >> Facebook Lead Integration >> Login with Facebook >> Login Facebook

login with facebook integration
facebook third party login integration

Step 3 : Select Lead Label

 Go to General Setting >> Web Setting >>  Third Party Integration >> Facebook Lead Integration >> Login with Facebook >> Login Facebook  >> Select Lead Label >> Save

facebook lable intergration with lead management crm
Save details for facebook integration

Step 1 : Web Setting

 Go to General Setting >> Web Setting >> Third Party Integration

website third party lead integration

Step 2 : Select Lead Label & Generate API

   Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API

website lable intergration with lead management crm
generate api key for website integration

Step 3 : Copy API & Save

 Go to General Setting >> Web Setting >> Third Party Integration >> Website Lead Setting >> Select Lead Label and Generate API >> Click On “Copy Icon” to Copy API Key >> Save

Copy api key for website integration
save api key for website lead integration

API Details

API

POST https://www.api.365leadmanagement.com/wpaddwebsiteleads

Headers

Authentication Your API Key
Content – Type Application / JSON

Body (JSON)

customerName: New Lead from Web Site
customerEmail: Email
customerMobile: Mobile number
customerComment: Comment
Label: Your Label

Required Fields

  • customerName
  • customerMobile

Note: cutsomerMobile in country code include. Like, 919876543210

Step 1 : Generate CRM Key

Visit seller.indiamart.com, login to your account, then go to the Lead Manager and under the three dots menu ( ⋮ ) click on CRM Integration.

Login to IndiaMART and go to lead Manage

Or you can also directly go to the Key Generation Page using the following link:

https://seller.indiamart.com/leadmanager/crmapi

Now, click on Generate Key. A unique CRM key will be generated and will also be sent to the registered email-id.

Generate API Integration Key

Note: In case you have already generated the CRM key, you can refer to the same from your email or check the key generation screen for your active CRM key. The CRM key will expire if it is not used in the last 7 days. On clicking ‘Generate Key’, a new key will be generated & the older one will expire (if any key was already generated earlier, it will stop working).

Step 2 : Web Setting

 Go to General Setting >> Web Setting >>  Third Party Integration

Indiamart lead integration

Step 3 : Indiamart

 Go to General Setting >> Web Setting >>  Third Party Integration >> Indiamart Integration >>  Select Lead Label >> Enter “IndiaMART API key” >> Enter the Date “7 days” ahead from Today >> Save

indiamart lable intergration with lead management crm
Enter api key for Integration
Select date for lead gathering
Save details for indiamart integration

Step 1 : Lead Label

  Go to General Setting >> Status >> Lead Label >> Click on Add Lead Label >> Submit

Lead Label attributes with CRM
add lead title 365 lead management crm

Step 2 : Assign Lead

  Go to Lead >> Click on Label Assign >> Add Label

Assign Label in CRM
Assign Lead Label with 365 lead management CRM

Step 1 : Dynamic Lead Form Setting

  Go to General Setting >> Web Setting >> Dynamic Lead Form Setting >> Add Fields

General Setting for lead management
Dynamic Lead Form Setting for lead
Add Fields in CRM lead
Fields lable CRM

Step 2 : Lead Form

  Lead Form Detail

365 lead management Lead Form

Step 3 : Lead Public Form

  Public Lead Form Detail

lead management system Lead Public Form

Step 1 : Add Lead Label

  Go to General Setting >> Attribute >> Lead Label >> Add Lead Label

Add Lead Label for 365 CRM

Step 2 : Select Member

  Go to General Setting >> Attribute >> Lead Label >> Select Member

Select Member 365 lead management

Step 1 : 99 Acres Form

  Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form
Note: Please avoid using your email or mobile number in the username field. If you're unsure of your username, kindly reach out to your 99acres Account Manager for assistance.

99 Acres Form lead integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> 99 Acres Form

99 Acres lable intergration with lead management crm

Step 1 : Craete GoogleAds Form

Note: The customer must have a Google Ads account to use this feature.

  1. Create GoogleAds Form
  2. Link Account
Create Google Ads Form to add business

Step 2 : Create Campaign Ad

Create Campaign Ad

Go to the >> Add features to your ads to get more clicks

Add features to your ads to get more clicks
Lead form to your campaign

fill this form and at the end of form there is one option called as Lead Delivery option
here add your 365 CRM Google Ads Lead Form url past here and key. 

365 CRM Google Ads Lead Form url past

then create Your Campaign and test lead.

Step 3 : Google Ads Lead Form Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

Google Ads Lead Form Integration

Step 4 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Ads Lead Form Integration

google ads Assign Label with lead management crm

Step 1 : Housing Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

365 lead management Housing Integration

Step 2 : Select User Type

  Go to General Setting >> Web Setting >> Third Party Integration >> Housing Integration

Select User Type of Housing integration

Step 1 : Just Dial Integration

Forward Instructions to your Account Manager
Connect to 365 Lead Management by submitting a request directly to your JustDial account manager. Please forward them the following instructions:

  • Please send my JustDial leads to 365 Lead Management CRM. The steps to do so are as follows:
    • My unique Webhook URL to send leads to: https://www.api.365leadmanagement.com/justdialleads/< Your KEY>/lead
      Note: You can get the full URL from your 365 Lead Management account.

  Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial third party login integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Just Dial Integration

Just Dial Assign Label with lead management software

Step 1 : Magicbricks Integration

Connect to 365 Lead Management by submitting a request directly to your MagicBricks account manager.
Please forward them the following instructions, and replace YOUR_USER_ID with your MagicBricks login ID:

  • Please send my MagicBricks leads to 365 Lead Management CRM.
  • My MagicBricks login ID is: YOUR_USER_ID

The required information is as follows:

  1. CET or non-CET client: Non-CET
  2. CRM service provider name: 365 Lead Management CRM
  3. Integration type: PUSH integration
  4. Working Endpoint: https://www.api.365leadmanagement.com/magicbricksleads/<YOUR KEY>/lead
    Note: You can get the full URL from your 365 Lead Management account.
  5. Sample URL: https://www.api.365leadmanagement.com/magicbricksleads/<YOUR KEY>/lead
    Note: You can get the full URL from your 365 Lead Management account.
  6. API Key: Not needed, this is included in the custom webhook URL above
  7. URL Parameters: Not needed, this is included in the custom webhook URL above
    curl Example: curl --location 'https://api.365Leadmanagement.com/magicbricksleads/<365CRM-USER-KEY>/lead?name=leadname&mobile=919988774444&email=abc%40gmail.com&remark=remark&project=project%20name&pid=property%20id&api_key=63d5af44737e48cf9167ab5346352d7a091023054407&source=4&responsetype=lead&account=ravidarji13%40gmail.com'

  Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks third party login integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Magicbricks Integration

Magicbricks Assign Label with lead management software

Step 1 : Software Suggest Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest third party login integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Software Suggest Integration

Software Suggest Assign Label with lead management software

Step 1 : Log in to TradeIndia

  1. Visit www.tradeindia.com and log in to your account.
  2. Click on your profile icon at the top-right corner.
  3. From the dropdown menu, select Inquiries under My Account.
login to tradeindia for better integration

Step 2 : Access Leads and Inquiries

  1. See the "Leads and Inquiries" menu – It will automatically expand by default.
  2. Select "My Inquiry API" to access the API integration section.
Go to the Leads and Inquiries on your Dashboard

 Copy the following details from the My Inquiry API section:

  • User ID
  • Profile ID
  • API Key

These details will be used to connect TradeIndia with 365 CRM.

Select My Inquiry API for website Integration

Step 3 : TradeIndia Integration in 365 CRM

  • Log in to your 365 Lead Management CRM account.
  • Go to General Settings >> Web Setting >>  Third Party Integration >> Tradeindia Integration Form
  • Select the appropriate Lead Label from the dropdown menu.
  • Enter the copied User ID, Profile ID, and API Key into the respective fields.
  • Click Save to establish the connection.
Tradeindia third party login integration
Tradeindia Assign Label with lead management software

  Click Here to download the Lead Integration Plugins

Step 1 : Wordpress Website Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website third party login integration

Step 2 : Assign Label

  Go to General Setting >> Web Setting >> Third Party Integration >> Wordpress Website Integration Form

Wordpress Website Assign Label with lead management software

Step 1 : Google Lead Form Integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Lead Form third party login integration

  Go to General Setting >> Web Setting >> Third Party Integration >> Google Lead Form Integration

Google Form Assign Label with lead management software

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