LeadSquared – WhatsApp Integration
customers expect instant communication. Emails often go unread, phone calls may be missed, but WhatsApp is where your customers are most active. That’s why businesses using LeadSquared CRM can gain a massive edge by integrating WhatsApp..
With LeadSquared – WhatsApp Integration, you can automate customer conversations, improve engagement, and streamline lead management directly within the CRM. This powerful integration ensures you never miss a lead and always stay connected with your prospects in real time.
Why Integrate WhatsApp with LeadSquared?
- Instant Lead Communication – Send automated WhatsApp messages when a new lead is captured.
- Personalized Engagement – Share offers, reminders, and updates directly from LeadSquared.
- Seamless Automation – Trigger WhatsApp messages based on workflows, lead stages, or actions.
- Multi-Agent Support – Assign chats to sales reps and track conversations within the CRM.
- Boost Conversions – Faster response times improve trust and conversion rates.
Features of LeadSquared WhatsApp Integration
- Automated Messaging – Send instant greetings, confirmations, and follow-ups.
- Template Messages – Use pre-approved WhatsApp templates for notifications and alerts.
- Two-Way Conversations – Chat with leads directly from your LeadSquared dashboard.
- Media Sharing – Share product catalogs, brochures, images, and payment links.
- Analytics & Tracking – Measure open rates, response times, and campaign performance.
Business Use Cases
- Real Estate – Send property details, brochures, and site visit reminders.
- Education – Share course brochures, admission updates, and fee reminders.
- Healthcare – Send appointment reminders and prescription refills.
- E-commerce/Retail – Share order updates, delivery confirmations, and festive offers.
- Financial Services – Provide loan application status and payment alerts.
Step-by-Step Guide
Set Up LeadSquared – WhatsApp Integration
To integrate Chat ON Desk WhatsApp on LeadSquared, perform the following:
- Login to your LeadSquared application and head to the Apps Marketplace.
- Search with the keyword WhatsApp.
- Click INSTALL on the WhatsApp Messaging Connector plugin.
Configuration
To configure Chat ON Desk WhatsApp with LeadSquared, perform the following steps:
1. Once installed, hover your cursor over the Settings icon and then click Configure. The Configure WhatsApp Business page appears.
- Under the Basic Details section, enter the following parameters: WhatsApp Business Number – Enter the WhatsApp Business Number. Account Name – Enter the Account Name in the text box. Allow Lead Generation on incoming message – Toggle the allow lead generation on incoming message to enable Lead Source option.
- Click the arrow next to Lead Source to select the options.
- Click Next. The Service Provider Selection page appears. From the available options, select WhatsApp Cloud and click Next.
Under the Authentication tab, enter the following parameters:
Send Message URL – Enter https://app.chatondesk.com/chatbot/userintegrations/talk/Leadsquared?wa_number={{your_wa_number}}
WhatsApp Number – Your Chat ON Desk WhatsApp number associated with your account. This is the WhatsApp business number you provided in the Basic Details screen. It’s a non-editable field. To change the number, navigate back to the Basic Details screen, and change it there.
Permanent Access Token – Enter the API key generated from your Chat ON Desk account.
Authentication Header Template – leave as it is `Bearer {{Token}}`
Get Media URL – Enter https://app.chatondesk.com/chatbot/userintegrations/talk/Leadsquared?media_id={{mediaId}}&action=geturl
Notifications Webhook URL – The Webhook URL is disabled by default.
- Copy the ‘Notifications Webhook URL’ parameter.
- login to your Chat ON Desk account and navigate to Integrations.
- Add or edit Leadsquared Integration.
- Paste the parameter under the Webhook URL field.
- Activity Mapping – A LeadSquared activity field to capture your WhatsApp messages. This is the activity that will be posted every time a WhatsApp message is sent or received.
- Default WhatsApp Number Fields – The number you set as the default phone number will be automatically selected when you’re sending a WhatsApp message to a lead. You can also select other numbers that are available from the Add Another Number dropdown.
- Default Country Code – The default country code will be used to send messages to a phone number that’s stored in a custom field, if no country code is listed.
- Enable Rich Media Template Support – If you want to include media files in your WhatsApp message, you must enable the slider.
- Show URL Preview in Custom Messages – Enable the slider to allow for URL previews in non-templatized WhatsApp messages.
- Compliance Type – Here, you can select the compliance type for the WhatsApp template, by choosing either WhatsApp Opt-out or Opt-in.
- WhatsApp Opt-out – Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field. From the dropdown, select a LeadSquared lead field for the WhatsApp opt-in/opt-out functionality.
- Blacklist Incoming Messages – If required, you can enable this option to blacklist incoming messages from specific numbers. This is useful when you want to block numbers that send inappropriate messages to your users. Once enabled, enter the phone numbers in the text box available on the right side of your screen. You can add phone numbers with 7-12 digits (excluding the country code). This option is available only when the Allow Lead Generation on incoming messages setting is enabled.
Add, Edit and Delete WhatsApp Templates
WhatsApp templates must be submitted for Facebook approval from your Chat ON Desk user account. The templates need to be reviewed by WhatsApp to ensure that they do not violate any of their policies.
Once your templates are approved, you can add them to your LeadSquared account.
To add a WhatsApp template, perform the following steps:
1. On the menu bar, navigate to APPS and click WhatsApp Templates. The Manage WhatsApp Templates page appears.
- Enter the following details
a. Name – Template name obtained from your Chat ON Desk account Templates section.
b. Namespace – leave blank
c. Content – Message content that is approved on Chat ON Desk. - On the Add/Modify Template page. Toggle the slider against Media Template. The Image, Video, Document, and Text Header And Footer option is enabled.
- To attach an image, click Image. Format supported is image/jpeg, image/png, and the size is 5 MB.
- To attach a Video file, click Video. Format supported is video/mp4, video/3gpp, and the size is 16 MB.
- To attach a document file, click Document. Format supported is video/mp4, video/3gpp, and the size is 16 MB.
- To attach a Text Header And Footer file, click Text Header And Footer.
- Image Details (Default Value) – You can insert the file into the template by entering the file URL in the Image Details field. Alternatively, you can attach the file from your desktop by clicking the attachment icon to upload it.
- Video Details (Default Value) – Click the attachment icon and choose a video/mp4 file to specify a URL or upload an attachment.
- Document Details (Default Value) – Click the attachment icon and choose a file to specify a URL or upload an attachment. If the field you specify is null (if there is no URL contained in the specified field), this attachment will be sent in the WhatsApp message.
- Toggle the Button Template to enable the button types.
- Select Button Type from the radio button. The options available are Static and Dynamic.
- Static – Select Static radio button.
- Dynamic – Select the Dynamic radio button and enter the following details:
Default file name (applicable only to document type template) – Enter the default file name of the attachment.
Object – Select the object from the drop-down list. The options available are Lead and Activity.
Field – Select the field from the drop-down list.
- Click Save to save the file.
- Click Cancel to cancel the application and return to the Manage WhatsApp Templates page.
- Use the action buttons to Edit or Delete an existing template.
- Enter the following details
FAQs
It’s a feature that allows businesses to connect WhatsApp Business API with LeadSquared CRM for automated and real-time customer communication.
Yes, you must have an official WhatsApp Business API account to integrate with LeadSquared.
Yes, you can send bulk campaign messages using approved templates while staying compliant with WhatsApp policies.
Yes, all chats are synced and stored in LeadSquared, ensuring better tracking and lead management.
You must submit your message templates to WhatsApp via your API provider for approval before using them in LeadSquared.
Absolutely. You can set up workflows to send personalized WhatsApp messages at every stage of the customer journey.
Yes, the integration is secure and GDPR-compliant, ensuring customer data privacy.
Conclusion
The LeadSquared – WhatsApp Integration is more than just a messaging tool. It’s a customer engagement powerhouse that helps businesses in Noida, Delhi NCR, and across India connect with leads instantly, build trust, and drive conversions.
If your sales team is already using LeadSquared, integrating WhatsApp is the next logical step to supercharge your lead management process.