Integrate LeadSquared with WhatsApp via AiSensy

You first need to sign up on AiSensy & create a WhatsApp Business API account.

After signing up 👉 Create a new Project (the Project name can be anything).

Skip to the Step (3) if you are already an AiSensy user.

 Tap the images for an enhanced view. 

 You've now entered your 14-Day FREE Trial which includes:

1. Free WhatsApp Business API Verification

2. Upto 2000 Monthly Active Users for Free

3. Free 50 WhatsApp Conversation Credits

4. Sandbox testing

😎 Access to all features & get going!

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

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. 

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.

Now, head to LeadSquared & login to your LeadSquared Account 👇 

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

In the Marketplace, search for "WhatsApp". 

From the results, Install the app named "WhatsApp Business".

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

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

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

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.

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

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. 

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.

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".

Your next screen will show Connection 'enabled'. 

This means you've successfully connected your LeadSquared Account with AiSensy. 

To store WhatsApp template message in LeadSquared, go to LeadSquared Dashboard 👉 Hover the cursor over Apps 👉 WhatsApp Templates.

On the next screen, click "Add Template".

👉 Add details of your WhatsApp template Message as submitted on AiSensy 👈

1. Name - Name of your Template Message

2. Language - Language of your template Message

3. Namespace - You'll get the namespace from AiSensy Dashboard or you can reach out to our support for the same at support@aisensy.com

4. Message Content - Copy-paste the Message Content along with parameters {{}}. 

5. Variable Mapping - Map the variables with default values. E.g. {{1}} will be Name. 

6. Media Type - Add this if the message contains Media like an Image/ video/ file.

7. Attachment Type - Select 'Static' in Attachment Type. 

More template details are mentioned in the below steps 👇 

8. Media Link - Add the Media Link for your Image/ File/ Video. 

9. Button template - If your Template Message includes Buttons, then add the name & destination link of the Template. 

10. Available in Converse - Converse is the Live Chat in LeadSquared. Check this section if you want the Template Message to appear in Converse. 

After filling in all the details, press Save.

It's important that you enter the same Template Message details in both AiSensy & LeadSquared for the message to send successfully to users. 

Map values including:

• Template Name, 
• Template Label, 
• Parameters, 
• Language

It's recommended that you create the Template Message at the same time in both AiSensy & LeadSquared Dashboard to avoid errors. 

You'll find the created template in the 'Manage WhatsApp Templates' section. 

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. 

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 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. 

As the image shows, the Template message has been sent successfully to the user on WhatsApp. 

Here's how the message appears in the user's screen. 👇

The Template message sent from Converse is successfully received by the user on WhatsApp. 🎉