Introduction
You can connect Privyr to Sulekha to receive new leads submitted via your Sulekha contact forms in your Privyr account. This gives you instant new lead alerts and automatically creates the leads in your client list so you can immediately contact them.
Note that you’ll need to have a Sulekha account to set up this integration.
Connecting to Sulekha
Connecting your Privyr account to Sulekha is super simple – all you have to do is to send a request to Sulekha customer support for them to set it up for you.
Here are the steps to forward instructions to Sulekha’s customer support from the Privyr mobile app:
- From your Account tab, tap on Integrations
- Tap on Sulekha
- Tap on Send email to Customer Support India or Send email to Customer Support USA / Canada to forward the instructions to Sulekha’s customer support.
- You can find the customer support’s contact information from your Sulekha account dashboard.
- That’s it! Your integration should be activated by the Sulekha team within a week’s time.
Once it is activated, you will start receiving leads directly in your Privyr account.
New Lead Alerts
Once you connect your Sulekha account to your Privyr account, any new leads submitted via your Sulekha contact forms will send you a new lead alert via the Privyr app and email. You can configure these alerts via your Account Notification Settings.
Tap the alert to view the lead with all the captured information displayed on their notes field. You can immediately contact them or send an auto-personalised Quick Response.
You can also enable additional alerts if you haven’t acted on a new lead within 15 minutes and 60 minutes, in case you missed the first notification. You can enable these extra alerts via your Account Notification Settings.
All new leads from Sulekha will be displayed with a NEW LEAD label on their client details and on the client list until you act on them. They’ll also appear in your New Leads group.
Depending on your New Lead Settings, the NEW LEAD label may be automatically removed when you view the lead, click their contact buttons, send them content, and/or set a follow up date. You can also manually mark or unmark a new lead via the options menu when viewing the lead.
Distribute Sulekha Leads to other Recipients
You can automatically share leads from Sulekha with other recipients via email, even if they don’t have a Privyr account. This is useful if you’d like to distribute leads to your clients or colleagues, and can be configured to forward all leads to all recipients, or distribute leads equally in a Round Robin fashion.
Recipients will receive new lead details instantly via email and/or the Privyr app, with attribution ‘This lead was sent to you by @name at @company’ (where @name and @company are replaced with the Name and Company from your User Profile, respectively).
Find out more about Automatic Lead Distribution.