Plecto is easy to integrate with LeadDesk. LeadDesk provides an SQL server to clients which can be used for reporting. Plecto integrates directly with SQL and it's just a matter of a few clicks to connect. However, you first need to request a login from LeadDesk.

To obtain your login, send an e-mail to support@leadddesk.com and ask for a SQL Reporting Server login (username, password & database), for use with Plecto. They will want to know our public IP adresses.

As soon as you receive the reply, you can add a new SQL data source in Plecto. Fill out the information as defined below:

Type

MySQL

Host

reporting.leaddesk.com

Port

3306

Username

Provided by leaddesk

Password

Provided by leaddesk

Database

Provided by leaddesk

You can get virtually any information from LeadDesk into Plecto using SQL Statements. Here are a few examples:

Importing calls:

SELECT 
    agents.name as "member_name",
    call_logs.agent_id as "member_id",
    CONVERT_TZ(call_logs.talk_end, @@session.time_zone, '+00:00') as "date",
    call_logs.id as "reference",
    call_logs.status,
    call_logs.talk_time,
    call_logs.number,
    calling_lists.name as "calling_list",
    call_logs.direction,
    call_logs.reason_name
FROM call_logs
INNER JOIN agents on call_logs.agent_id = agents.id
INNER JOIN campaigns on call_logs.campaign = campaigns.id
LEFT JOIN calling_lists on call_logs.calling_list_id = calling_lists.id
WHERE
    CONVERT_TZ(calling_lists.updated_at,@@session.time_zone, '+00:00') > #{{ last_update_time }}
    OR
    CONVERT_TZ(call_logs.talk_end,@@session.time_zone, '+00:00') > #{{ last_update_time }}
ORDER BY date DESC;

Importing orders:

SELECT
    agents.name as "member_name",
    agents.id as "member_id",
    orders.id as "reference",
    CONVERT_TZ(orders.created_at, @@session.time_zone, '+00:00') as "date",
    SUM(orders_products.quantity) as "Number of products",
    SUM(orders_products.salesprice) as "Sales price"
FROM orders
INNER JOIN orders_products on orders.id = orders_products.order_id
INNER JOIN agents on orders.agent_id = agents.id
WHERE
    CONVERT_TZ(orders.created_at,@@session.time_zone, '+00:00') > #{{ last_update_time }}
    AND
    orders_products.salesprice > 0
GROUP BY orders.id;
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