Connect LeadSquared with WhatsApp via AiSensy

Seamless WhatsApp Communication

LeadSquared is a cloud-based marketing automation & customer relationship management (CRM) solution for businesses of all sizes.
The AiSensy x LeadSquared Integration allows you to effortlessly handle all your WhatsApp Communications and sync the data between AiSensy & LeadSquared.

With this integration, you can:
⚡️ Broadcast offers to thousands of users;
⚡ Automate payment reminders, event updates, etc;
⚡️ Solve for Customer Support via Live Chat / Chatbots;
⚡️ Customer Data sync between AiSensy & LeadSquared;
⚡️ Track your Message Delivery rates & Analytics.

In this tutorial, we'll cover:
👉How to Connect LeadSquared with AiSensy
👉How to create & store WhatsApp Template Messages in LeadSquared
👉How to handle Live Chat (Converse) from LeadSquared.

So, let's get started!

Connecting LeadSquared with AiSensy

Follow the steps below to integrate AiSensy x LeadSquared

Sign Up on AiSensy

You first need to sign up on AiSensy & create a WhatsApp Business API account.
Skip to the Step 3 if you are already an AiSensy user.

You've Entered 14-Day FREE Trial

You've now entered your 14-Day FREE Trial which includes:
1. Free WhatsApp Business API Verification
2. Unlimited Monthly Active Users on new plans
3. 1000 FREE conversations/month on all plans
4. Access all Basic Plan Features in your Free Trial

😎 Access to all features & get going!

Go to Integrations Page

In the AiSensy Dashboard, go to Integrations & Choose LeadSquared.

Apply for WhatsApp Business API

You'd need an approved WhatsApp Business API Account to integrate LeadSquared with AiSensy.

If you already have an approved WhatsApp Business API account, SKIP to the next step.

Click the "Apply Now" Button to apply for WhatsApp Business API. Follow the steps mentioned in the below doc to apply for WhatsApp Business.

How to Apply for WhatsApp API

Connect LeadSquared Account with AiSensy

Enter a 2-way Username & Password created on the LeadSquared Dashboard.
Make sure to save these credentials safely as these will remain same for both AiSensy & LeadSquared. After entering the Username & Password, Click 'Connect LeadSquared' to connect AiSensy account with LeadSquared.

Jump to the next step to know how to create Username & Password in LeadSquared.

Signup to AiSensy

Login to your LeadSquared Account

Now, head to LeadSquared & login to your LeadSquared Account

Go to "Apps Marketplace"

In the top bar, hover the cursor over apps & click "Apps Marketplace".

Search for & Install "WhatsApp Business" App

In the Marketplace, search for "WhatsApp". From the results, Install the app named "WhatsApp Business".

Add Connector

On the next screen, click, "Add Connector" to connect WhatsApp Business Account with LeadSquared.

Configure settings for WhatsApp Business

After the app installs, go to App Settings & click "Configure".

Add WhatsApp Business API Number

Click on "Add Number" and submit the details in the next step.

Add your Basic Business Details

Add your WhatsApp Business API number which is live on AiSensy.

After adding the number, submit Basic Business Details including your Account Name & Lead Source.

Here, the Account name could be anything e.g. Your Business Name.

Under Lead Source, add the source from where you want to track leads. "AiSensy" could be used as a Lead Source.

Select "WhatsApp Client" under Service Provider

On the next screen, choose "WhatsApp Client" under Business Service Provider.

Authenticate your Service Provider

Next, authenticate the details of your Service Provider. Enter your WhatsApp Business API number & the Client Base URL which is the same for everyone.

Client Base URL: https://backend.aisensy.com/leadsquared/t1

Copy and paste the above link as it is. ☝️

Login Credentials in LeadSquared

Create a unique Username & Password which will be used in AiSensy as well - Step (5).

As soon as the Username & Password is created, jump to AiSensy dashboard and paste the same Username & Password.

This Username & Password expires in sometime after getting created. Hence, needs to be submitted asap on AiSensy dashboard.

Enable Converse in LeadSquared

Now, enable Converse & configure the options as per your business requirements. You can configure settings for User Access - Whether User access will be based on role or user level.

Advanced Settings

Under advanced settings, map the activity for which you want to track Lead generation, set the default country code, WhatsApp number field, rich media support & compliance type.

After configuring all settings, press "Save & Close".

Ready to go live! 🚀

Your next screen will show Connection "Enabled". This means you've successfully connected your LeadSquared Account with AiSensy.

How to use Live Chat in LeadSquared (Converse)

In LeadSquared Dashboard, click Text Icon

In LeadSquared, Converse is synonymous to Live Chat.

Click the 'text box' icon to open Converse which will display a list of recent Chats.

You can as well search for Chats right from Converse.

Chats in Converse

Tap on a Contact Name or number to open their chat.

In the image, you can see that the Chat is inactive as it's been over 24 hours since the user's last message.

You can send them template messages from the chat. The chat window will be open for any regular messages once you receive any message from the user.

Click on "Please select a Template" to choose a Template Message to initiate the Conversation.

Select a template message to initiate a Conversation

Select a pre-approved WhatsApp Template Message to initiate a Conversation with the user.

As you can see, we've added a Text message along with a media file to initiate the conversation.

Last, press the 'WhatsApp' icon to successfully send the selected message to the user.