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LeadSquared + WhatsApp

Capture, qualify and nurture leads at WhatsApp speed

Bi-directional LeadSquared integration: capture leads from WhatsApp, log activities, create tasks, and score leads — all inside your chatbot flows.

MMotherBotWhatsApp
Two-way sync
LeadSquaredCRM
5Lead Nodes
AutoActivity Logging
2 minSetup Time

What it does

Everything the LeadSquared connection handles

Find leads in LeadSquared by phone or email from chatbot/live chat

Upsert (create or update) leads with chatbot-captured field values

Log WhatsApp conversations as LeadSquared activities automatically

Create follow-up tasks with due dates on any lead

Score leads based on chatbot interaction depth

5 chatbot nodes: Lookup, Upsert, Log Activity, Create Task, Score

Supports US, India (in21), and Singapore (sg21) data centers

In the chatbot builder

5 nodes you can drag into any flow

These appear in the visual builder the moment the integration is connected — no code, no webhook plumbing.

Lookup LeadUpsert LeadLog ActivityCreate TaskScore Lead

Setup

How you connect it

Most teams are through this in under ten minutes.

  1. 1

    Enter API Credentials

    Add your LeadSquared Access Key and Secret Key. Select your regional data center.

  2. 2

    Configure Defaults

    Set default lead source ('WhatsApp'), owner, and activity event type for conversation logging.

  3. 3

    Build Chatbot Flows

    Use 5 LeadSquared chatbot nodes to create powerful lead management automations.

  4. 4

    Live Chat Sidebar

    Agents see LeadSquared lead details, log activities, and sync contacts directly from the chat panel.

What people build

Three things teams set up first

Education Lead Nurturing

Student inquires via WhatsApp. Bot captures course interest, upserts LeadSquared lead, logs activity, creates counsellor follow-up task.

Healthcare Patient Journey

Symptom chatbot scores patient lead, logs consultation request as activity, books follow-up with specialist.

BFSI Lead Qualification

Financial product chatbot qualifies prospects, scores them by income/investment profile, syncs to LeadSquared for agent follow-up.

Get started

Put LeadSquared and WhatsApp on the same page

Fourteen days free with every integration unlocked. We’ll help you connect this one on the setup call.