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LeadSquared
LeadSquared WhatsApp Integration — Connect WhatsApp with Your CRM
Enable template-based WhatsApp messaging and two-way conversations inside LeadSquared. Send automated alerts and media, reply from the LeadSquared dashboard, and log all chat activity on lead timelines.
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Why Integrate WhatsApp with LeadSquared?
WhatsApp reaches billions and is a primary channel for customer communication. Integrating WhatsApp with LeadSquared lets your sales and service teams engage leads where they already are — with one-click messages, automated triggers and full conversation history captured against leads for better context and faster qualification.
Send pre-designed, trigger-based messages (welcome notes, confirmations, reminders) from LeadSquared when specific events occur.
Use pre-approved WhatsApp templates — text and media — for transactional and informational messages.
Reply to incoming WhatsApp messages directly from the LeadSquared dashboard so agents can have live chats and qualify leads in real time. All interactions are visible in the same interface.
Share brochures, catalogs, images, videos and documents via WhatsApp messages and templates supported by the connector.
Delivery, read/received/sent stats and message activity are available inside LeadSquared so you can measure engagement and optimize outreach.
Save and reuse message templates inside LeadSquared, and categorize/sort chats for better team focus and faster resolution.
Benefits for Your Business
- Faster lead response & qualification — Real-time chat and one-click replies reduce lead response time and help convert faster.
- Richer engagement with media — Share product collateral and documents instantly, improving buyer education and intent.
- Complete conversation context in CRM — All WhatsApp interactions are stored as lead activities so every rep sees history and can act with context.
- Measure & optimise — Use delivery and read stats to improve templates, timing and follow-up strategies.
How It Works
No-code workflows that save you hours.
Install WhatsApp Connector in LeadSquared
Install the WhatsApp connector in LeadSquared and choose Chat ON Desk.
Connect Chat ON Desk
Authenticate using Chat ON Desk credentials / API details as per the connector’s configuration fields.
Enable two-way chat
Use templates, enable the Converse feature for two-way chat, and map activity fields so incoming/outgoing messages are logged against leads.
Follow our step-by-step guide to integrate Whatsapp with LeadSquared
Featured Insight
Deep dive into the core features
FAQs
Everything You Need to Know About Using Chat ON Desk with Zapier
Send automated template messages, run two-way conversations from the LeadSquared dashboard, share media, and log all chat activity against lead records.
Yes — the connector supports media templates and sharing via WhatsApp as described in the LeadSquared docs.
Yes — incoming and outgoing chats can be captured as lead activities so reps always see full conversation context.
Follow the Chat ON Desk setup guide for detailed steps (authentication, template mapping, enabling Converse).
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