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Lead Management – Feature Guide

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1. Feature Overview

Leads are your potential customers. In LeadSquared, you can track your lead’s journey from creation, through marketing and sales activities, all the way to conversion.

The lead entity is highly customizable. In addition to system fields (first name, email, etc.), you can create custom lead fields (enrollment Id, passport number, etc.) to capture details specific to your business use cases.
Features like lead scoring and prioritization enable you to apply your own business logic to categorize leads based on their suitability, interest, and engagement, and push them further down the sales funnel.

Once a lead is created in your system, you can track activities (website visits, email opens, phone calls, etc.), perform tasks (schedule meetings, demos, site visits, etc.), and use a variety of other features to convert them into customers.

Unique Fields

A lead is created when at least one unique lead field is present from the list of available fields. A unique field will help prevent duplicate lead creations, and also help differentiate leads from each other. To know more about unique fields, refer to How to Make a Custom Field Unique in Your LeadSquared Application.

But in case you’ve created duplicate leads, you can merge them with existing leads, sanitize the existing data and avoid creating them in future. To know more, refer to How to Avoid Creating Duplicate Leads.

 

2. How to Create Leads

You can create leads in LeadSquared through multiple channels –

  • Form Widgets
    You can create and embed a LeadSquared Form Widget on your web page or landing page and start capturing leads in minutes.
  • Landing Pages
    LeadSquared’s landing pages provide existing templates that are optimized to help you capture and convert your leads.
  • Manually
    You can add leads manually to LeadSquared, from the Manage Leads page. To know more, please refer to How to Add Leads.
  • Import Leads
    If you are using another lead generation platform to capture leads, then you can import these leads to LeadSquared through CSV files. To know more, refer to How to Import Leads to LeadSquared.
  • APIs
    Capture leads programmatically through APIs.
  • Portals
    LeadSquared’s Portal feature allows you to build your own portal to capture leads, through online forms.
  • Third-Party Marketplaces
    By integrating third-party lead-capture applications (such as MagicBricks, Sulekha, Common Floor, etc.) with LeadSquared, you’ll be able to view all the leads generated and utilize LeadSquared’s functionalities on these leads.
  • Others
    You can also use different marketing channels such as email inboxes, external CRM software, chat-messaging tools, etc., to capture leads.

 

3. Prerequisites

You must be the administrator of your LeadSquared account to access lead settings.

 

4. Configuration

4.1 Lead Fields

You’ll have to set-up lead fields to collect the lead’s information. This will help you identify and differentiate a lead from other leads, and help you classify the leads as per your business requirements.

Note: Here’s a quick video to Create Custom Lead Fields.

To create a custom lead field –

  1. From the main menu, navigate to My Profile>Settings>Leads>Create Lead Field.
  2. On the Create Lead Field page, provide a Display Name for the lead field, and enter all the other details.
  3. Once you’ve entered all the details, click Save.
    • If you want to add another lead field, click Save and Add New.

Property
 Description
Display Name The name of the field (first name, second name, email Id, etc.). This field is compulsory.
Include Field in Section The section in which the lead field will be visible. The options available are Lead Details, Additional Details and Hidden Fields.
Mail Merge Default Value The default value that’ll be used when the mail merge value is not provided for this field.
Data Input Type The data type of the lead field. Some of the options available are number, email Id, website, dropdown, boolean, etc.
Show As The way in which the input field will appear on the LeadSquared user interface. The options are either as a textbox or text-area.
Maximum Length The maximum number of characters which can be included in the field is 256 characters.
Lead Field Properties The additional properties which determine how the lead field behaves. Hover your cursor over each option to know more about the field.
Is Mandatory Marks the field as mandatory. Users won’t be able to create a new lead record without filling this field.
Show in Import Makes this field available for mapping during lead import through CSV.
Use in Lead Clone Makes the field available when users try to clone a lead.
Show in Quick Add Makes this field available when a user uses the Quick Add form to add a lead.
Include in Mail Merge Includes this field as a mail merge option for email personalization or automation.
Lock after Create Non-admin users won’t be able to update this field once a lead is created.

Note:

  • A comprehensive pop-up box of all dependent areas where a lead field is utilized, is displayed when a user tries to delete the field.
  • Lead Lists or Quick Filters containing the lead field for inactive users must be deleted by the admins before deleting the lead field itself.

 

4.2 Lead Stages

Lead Stage represents the current position of your lead in the sales funnel. Leads may be at different levels of engagement with your offers depending upon their awareness, need, interest and budget. The position of a lead in sales funnel based on its level of engagement is called Lead Stage. For more details see, Managing Lead Stages.

By default, LeadSquared is configured with three default Lead Stages –

  • Prospect
  • Opportunity
  • Customer

Lead Stages may vary from company to company and industry to industry. Keeping this variation in mind, LeadSquared allows you to customize and add Lead Stages. To add lead stages –

  1. From the main menu, navigate to My Profile>Settings>Leads>Lead Stages.
  2. Enter the Display Name for the custom lead field.
  3. Under Active Stages, click the Add button to add lead stages.
  4. Under Inactive Stages, click the Add button to add lead stages.
  5. To edit an existing lead stage, hover your cursor on the right side of the lead stage, and click the Edit icon.
  6. To delete an existing lead stage, hover your cursor on the right side of the lead stage, and click the delete icon.
  7. Click the Checkbox checkbox against Enable Comments on Stage Change if you want to enable user comments when updating a lead field.
  8. Under Other Properties, click the Checkbox checkbox against the properties that you want to enable. Hover your cursor over each option to know more about that property.
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Lead

Properties Description
Is Mandatory Marks the field as mandatory. Users won’t be able to create a new lead record without filling this field.
Show in Quick Add Includes the field in the quick add lead option to create a new lead.
Include in Mail Merge Includes this field as a mail merge option for email personalization.
Show in Import Enables the field for mapping during lead import through CSV.

 

4.3 Lead Sources

Lead sources are the avenues through which you acquire leads. Common lead sources include social media, organic search, trade shows, inbound calls, etc. By default, you’ll find the following lead sources in your account –

  • Organic Search
  • Referral Sites
  • Direct Traffic
  • Social Media
  • Inbound Email
  • Inbound Phone Call
  • Outbound Phone Call
  • Email Marketing
  • Pay per click Ads

These lead sources are relevant to most businesses, and you cannot delete them from your account. However, you can add your own lead sources that suit your business. To know how to add lead sources, and perform other actions, refer to Settings: Managing Lead Sources.

 

4.4 Lead Forms

Lead forms can be customized to capture lead fields relevant for your business. While creating lead forms, you’ll be able to –

  • Create, edit and delete sections in a lead form
  • Manage the sequence of different sections
  • Manage the position of different fields in a section
  • Move a field from one section to another section
  • Manage the length of a field  displayed in the form
  • Hide unused custom fields

By default, LeadSquared is configured with three basic sections – Lead Details, Additional Details and Hidden Details. To create your own sections, rename or delete an existing, refer to Lead Form Customization.

Note: The forms mentioned in this section are basic lead ‘create’ and ‘edit’ forms. To create advanced dynamic forms with custom rules, see How to Create a Form.

 

5. Lead Tracking

Lead tracking allows you to track a lead’s activities (views, clicks, etc) on your websites. This section also includes information on landing page domains, tracking URLs (using UTM parameters) and more.

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Leads

 

5.1 Tracking Script

Once you install the LeadSquared tracking script on your website, you can track the different sources (such as online ads, social media, organic searches, etc.) through which your leads are visiting your website. You can also track other events that leads perform on your website, such as link clicks, page views, etc. To know how to install a tracking script on your website, refer to How to Deploy the LeadSquared Tracking Script on Your Website?

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Leads

 

5.2 Website & Landing Page Domains

You can track website visits on multiple domains (and sub-domains under each domain) in LeadSquared. You can also customize landing page URLs in your own domain and associate multiple sub-domains for your landing pages. To know more, refer to Configuring Multiple Domains in LeadSquared.

 

5.3 Email Link Domain

LeadSquared encodes the links to webpages are included in the emails you send to your leads, to track who clicked on your emails and the links. After they click the links and visit your website or landing pages, we further track their visits on your web pages. To know more, refer to Domain Settings for Email Links.

 

5.4 Ignore IPs

You can ignore IP addresses for various use cases, such as not wanting to track internal users, product-specific visitors, etc. To do this, enter the IP addresses on which you want tracking to be disabled, and click Create once you’re done.

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Leads

 

5.5 Tracking URLs

Create tracking URLs for your landing pages with UTM codes to enable multi-dimensional tracking across your campaigns, social media pages and other sources. To know more, refer to How to Use Tracking URL Feature.

 

5.6 Reverse IP Lookup

By enabling Reverse IP Lookup, you can identify the location details of a lead (such as city, state and country) when they submit on LeadSquared landing pages. For more information, please refer to Reverse IP Lookup.

 

5.7 Multiple Email Opens

By enabling Multiple Email Opens, you can track multiple email opens for the same lead. To know more, refer to Multiple Email Opens.

 

6. Lead Prioritization

Through lead prioritization, you can segregate quality leads from dis-engaged leads,and reach out to leads that you can easily convert into customers. To know more, refer to Lead Prioritization.

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Leads

 

6.1 Lead Scoring

Lead Score is the measure of Lead activity in response to your marketing offers. An engaged Lead interacts with you online or offline. These interactions are essentially Lead activities with varied level of importance. To know more, please refer to How does Lead Scoring work?

 

6.2 Lead Quality Criteria

Lead Quality Criteria helps you set rules that would identify leads closest to your ideal customer persona. Leads are evaluated against these rules and assigned a score. This score can be used to filter leads that are best suited for carrying out sales activities. To know more, refer to Lead Quality Criteria – Setup.

 

6.2 Engagement Scoring

Engagement Score is calculated based on the recent activities of leads. By determining the engagement level of a lead with these activities, you can set rules to determine the score. The score helps you separate engaged from dis-engaged leads. To know more, refer to Setup Criteria of Lead Engagement Scoring.

 

7. Lead Actions

The Manage Leads page is where you can perform all actions on the leads, such as import leads, bulk updates, add to list, add activity, among others. You can use the filtering options, quick search and advanced search to filter leads according to your requirements. You can save quick filters, and also create lists on leads, where you can perform dedicated actions. To know more, refer to

Note: To prevent your sales users from copying and printing sensitive lead information (like Name, Email, Phone number, etc.) from the Lead Details page and Manage Leads grid. This is to prevent the misuse and leakage of your confidential lead data. To enable this feature, contact your account manager, or write to support@leadsquared.com.
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Leads

7.1 Import Leads

You can import external leads that you’ve captured, to LeadSquared, through a CSV file. To use this feature, navigate to the Manage Leads page and click the Import Leads button. To know more, refer to How to Import Leads to LeadSquared.

 

7.2 Export Leads

You can export your leads that are available in LeadSquared, from the Manage Leads page or the Smart Views page. The exported leads are sent to your registered email Id in a CSV file. To know more, refer to How to Export Your Leads/Lead Details.

 

7.3 Merge Leads

If you have created duplicate leads in your account, you can merge them into a single lead. This helps you eliminate multiple leads present with the same details, in your account. To know more, refer to How to Merge Leads in your LeadSquared Account.

 

8. Customize Lead Details View

Admins can fully customize the Lead Details page to match each team’s unique requirements. This ensures that different teams see the information and actions most relevant to them. You can configure the following:

  • Tabs – Choose which System Tabs (e.g., Activity History, Tasks) and Custom Tabs (e.g., KYC Documents, Support Tickets) are visible to your users.
  • Actions – Define which actions are available from the Lead Actions dropdown (e.g., Send Email, Call Lead).
  • Quick Action Buttons – Add frequently used actions as one-click buttons for easy access.
  • Lead vCard – Select the specific lead fields you want displayed in the vCard for a quick snapshot of key details.

 

9. Object Types

Leads are your potential customers, but businesses often need to capture entities with various personas (students, parents, or school representatives). The Object Type feature facilitates this by allowing you to categorize these entities as distinct objects, each with its own set of fields and forms. This ensures that only relevant information is gathered for each type of entity. Additionally, it provides the flexibility to manage unique stages, workflows, and pipelines for each object type. Reach out to support@leadsquared.com to get this enabled on your account. For those accounts with this feature enabled, the term Lead will be renamed as Object across your LeadSquared iOS application.

 

Next Steps

You can add activities (such as link clicks, email opens, etc.) on your leads. This will help you track the lead’s journey, and help you take the necessary steps to lead conversion. To know more, refer to Manage Activities.

You can schedule tasks and reminders (such as appointments, phone calls, etc.) on your leads, for your sales users. This will help you keep track of the progress made by your users to take your leads to conversion. To know more, refer to How to Create Tasks and Schedule Reminders.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

Google Ads Lead Form Connector

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1. Feature Overview

The Google Ads Lead Forms connector allows you to collect leads directly from your Google Ads. Attach a form to your campaigns and generate leads for your business in real-time on LeadSquared, by setting up webhooks and field mapping for each form. View detailed analytics and reports to measure the effectiveness of your campaigns. Some of the benefits are –

  • Receive Leads in Real-Time: Set-up web-hooks for each form to receive leads in real-time from your Google Ads campaigns.
  • Analytics and Reports: Analyse and measure the effectiveness of each campaign with detailed reports and analytics.
  • Field Mapping: Gather more information from your leads with advanced field mapping for both standard and custom fields.
  • View Logs: Detailed logs for each transaction and API request to avoid Lead Leakage.

 

2. Prerequisites

  • You must be an Administrator of LeadSquared.
  • You must have an active Google Ads account.

 

3. Installation

Install the Google Ads Lead Form Connector from the LeadSquared App Marketplace.

  1. On the main menu, navigate to Apps>Apps Marketplace and search for Google Ads Lead Form Connector. You’ll also find the connector on the left panel, under Online Ads.
  2. Click Install.
  3. Once installed, hover your cursor over the settings icon, then click Configure.

 

4. Configuration

Configure webhooks on Google Ads to push the lead data to LeadSquared, on events such as lead creation, lead updates, etc.

4.1 Sync Webhooks on LeadSquared

  1. On the Configure Google Ads Lead Form Connector pop-up, click the Create Form button.
  2. Under Form Name, provide a relevant name for your form.
  3. Create a custom Google Key. You can create a key with any type of characters, within the limit of 50 characters.
  4. Under Webhook URL, click Copy to Clipboard.
  5. Once you’re done, click Save.
  6. To edit the Google Key, click the icon.
  7. To delete an existing webhook, click the icon.
  8. To copy an existing webhook, click the Google icon.

Google_E_6

 

4.2 Field Mapping

  • Phone Number and Email fields are present by default.
  • Click Add Custom Mapping to add more lead fields.
  • Under Google Form Field, from the drop-down, select the corresponding field for each of the Lead Field.
  • Click the Google icon to save your lead field.
  • To make a field searchable (the first field that is searched for, which will mark the lead unique), click the Google icon, and ensure the Google icon is selected.
  • To remove the searchable feature from a field, follow the previous step, and un-check the Google icon.
  • To edit and change a Google Form Field, click the icon.
  • To delete a field, click the icon.
  • Once you’re done, click Save.

Google Ads_4

Note:

  • If required, you can create your own custom field (if you have selected Custom Question in Google Ads) under Google Form Field by manually entering the values. To know more, refer to Google Lead Form Webhook – Implementation.
  • We suggest you make the same field searchable that you have marked unique in your LeadSquared account. This helps prevent duplicate leads.
  • To know more about how the search key functionality works, refer to Capture Leads.

 

4.3 Sync Webhooks on Google Ads

  1. To create a Lead Form Asset on a new campaign or an existing campaign, refer to About lead form assets.
  2. Once you’ve created a form, ensure you pass the LeadSquared Webhook URL and Secret Key in the relevant fields. To know more, refer to the Set up a webhook integration for a lead form section in the About lead form assets article.
  3. Once the form is ready, Send Test Data to LeadSquared, and then Test and Publish the form.

Google Lead Ads Form integration with LeadSquared

 

5. Test and Publish Form

Once you’ve completed the above steps, you can test the webhook to see if it’s capturing data accurately.

  1. Click Send Test Data.
  2. You should get a confirmation once the data is successfully sent to LeadSquared.
  3. On the Manage Leads page, check if a lead with the test information has been created.
  4. If a lead is successfully created, you can go back to the Google Ads page and click the Save button present at the bottom of the page.
  5. Your Google Ads Lead Form Connector is now live.

Google Ads_5

 

6. Lead Form Report

Once the connector is live, you can view the logs and analytics of all the submissions you’ve received.

6.1 View Logs

  1. From the LeadSquared main menu, navigate to Apps>Adwords Lead Form Report, and select Logs.
  2. You can view the logs for different timeframes (such as for a day, week, month, custom dates, etc.).
  3. You can view the Form Name, End Point, Called On date, and Request Status.
  4. Click on a Lead Form to view its request and response.

Google

 

6.2 View Analytics

  1. From the LeadSquared main menu, navigate to Apps>Adwords Lead Form Report, and select Lead Creation Chart.
  2. You can view the analytics for different timeframes (such as for a day, week, month, custom dates, etc.).
  3. For the selected time-frame, you can view the number of
    • New Leads – New lead who’s been created in the system through the form.
    • Updated Leads – If there’s an existing lead in your system, that contains the same information (such as phone number, email address, etc.), then the lead fields in which data was captured for the first time will get updated.
    • Failed – If there’s an instance when the field mapping is not correct between LeadSquared and Google (such as incorrect Key, webhook, etc.) or when there’s a server error (such as 404 error, 500 error, etc.), then the lead details get captured on the Google form, but won’t be successfully mapped to your LeadSquared account. Such instances would show up as Failed.
    • Total Events – The total of all the above events is reflected under Total Events.

Google

Note: Custom dates can be obtained only for up to two months in the past.

New Lead Summary
This section provides information about the new leads created by individual forms. Only the top-five forms, in terms of performance, which created maximum leads, gets displayed here. In this summary, you can only view New Leads details, and not Updated Leads or Failed leads details.

Google

 

7. Reinstallation

After you uninstall the connector and then decide to reinstall it, you can retrieve the data that was previously captured. This option appears after you install and configure the connector, on the Sync Webhooks pop-up.

Google

 

8. Troubleshooting

1. Data for a particular field is not being captured from my Google Lead Ads form to LeadSquared.

This may happen when the field in your Google form is not mapped to the corresponding field in LeadSquared. Check the ‘Field Mapping’ section of the connector configuration. If the field is not mapped, click Add Custom Mapping, and add the schema against the appropriate lead field. If this doesn’t fix the issue or if the field is mapped correctly but data still isn’t captured, contact support@leadsquared.com.

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

LeadSquared WhatsApp Integration with Gupshup

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1. Feature Overview

Gupshup’s WhatsApp self-serve solutions help you engage your customers in a simple, secure, and reliable way. Gupshup facilitates customer support and other marketing efforts through WhatsApp. To know more, visit Gupshup.

LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through different solution providers like Infobip, Kaleyra, WATI, Zoko and Gupshup. This article helps you set up WhatsApp messaging through your LeadSquared account using Gupshup as your service provider.

 

2. Prerequisites

If you’re not familiar with LeadSquared’s WhatsApp integration, see WhatsApp Business Messaging Connector. For frequently asked questions, see WhatsApp Business FAQs.

  1. Reach out to us at support@leadsquared.com regarding Gupshup WhatsApp integration.
  2. Get an Approved WhatsApp Business Number and Account.
  3. Submit Message Templates for Approval.

 

3. Installation

To know how to install the WhatsApp Business connector, refer to WhatsApp Business Messaging Connector.

 

4. Configuration

Once the connector is installed, add and configure your WhatsApp phone numbers to the connector. To do this, enter –

4.1 Basic Details

LeadSquared Gupshup integration

Field Description
WhatsApp Business Number Select the country code, and provide your WhatsApp business number. This field is mandatory.
Account Name Provide a relevant name for your connector. This field is mandatory.
Allow Lead Generation on incoming message Click Slider to allow automatic lead creation when you receive messages from unknown mobile numbers.
Lead Source From the dropdown, select a lead source for your leads.

Once you’re done, click Next.

4.2 Service Provider

Then, from the available options, select Gupshup, and click Next.

Gupshup WhatsApp Integration

4.3 Authentication Set-up

On this screen, enter the following details –

Gupshup WhatsApp Integration

Field Description
Base URL Paste the base URL in this field. Use the following – https://mediaapi.smsgupshup.com/GatewayAPI/rest
WhatsApp Number Paste your WhatsApp business number in this field, without including any special characters such as ‘+’, etc. You will have to include the country code of the number though. An example of a number would be “9199010XXXXX”, where 91 is the country code.

Contact your Account Manager from Gupshup to get your WhatsApp business number.
User Id(Two way) Paste your Gupshup user Id which was generated for two-way communication. Through two-way communication, you’ll be able to send customized messages to your customers. Contact your Account Manager from Gupshup to get your two-way user Id.
Password(Two way) Paste your Gupshup password to facilitate two-way communication. Contact your Account Manager from Gupshup to get your two-way password.
User Id(Notification) Paste your Gupshup user Id which was generated for one-way communication. Through one-way communication, you’ll be able to send templatized messages to your customers. Contact your Account Manager from Gupshup to get your user Id.
Password(Notification) Paste your Gupshup password to facilitate one-way communication. Contact your Account Manager from Gupshup to get your password.
Delivery Reports Webhook When a message is sent to your lead, three major events take place – the message getting sent (single tick on WhatsApp), the message getting delivered (double tick on WhatsApp), and the message being read (blue tick on WhatsApp). The webhook URL captures all these events, and helps you understand the current status.

The delivery reports webhook needs to be configured for the integration to be successful. To paste your LeadSquared delivery reports webhook on Gupshup, you’ll have to mail the URL to your Account Manager from Gupshup, and they’ll do the needful.

To know how to configure this webhook, refer to Delivery Reports.

Note: The webhook accepts only POST method.
Inbound Webhook The inbound webhook needs to be configured for the integration to be successful. To paste your LeadSquared inbound webhook on Gupshup, you’ll have to mail the URL to your Account Manager from Gupshup, and they’ll do the needful.

Notes:

  • The webhook accepts only POST method.
  • Only JSON format is accepted as an inbound webhook.

Once you’re done entering all the details, click Next.

4.4 Converse Settings

LeadSquared Converse is an instant messaging feature that allows you to have real-time conversations with your leads via WhatsApp.

LeadSquared WhatsApp Integration

To integrate LeadSquared Converse with WhatsApp, complete the following steps –

  1. On the Converse Settings tab, toggle the Enable Converse Slider slider.
  2. Under User Access, grant permissions to users who can communicate with leads through the LeadSquared Converse.
    • Based on Role – From the Search and Select Users dropdown, select the LeadSquared user roles that can send messages through LeadSquared Converse.
    • Advanced (User Level) – Based on the value present in the selected user boolean field (e.g., For user Sam, the “Is Employee” field contains “Yes”), the user will be able to send messages through LeadSquared Converse. From the Select User Field dropdown, select a relevant boolean field.
  3. Functionality – The following additional settings must be configured –
    • Approved Templates – Enable this functionality to allow your users to send approved WhatsApp templates to your leads.
    • Unapproved Templates – Enable this functionality to allow your users to send unapproved WhatsApp templates to your leads. These can only be sent if the 24-hours service window is active.
    • Notify Lead Owner* – When enabled, only lead owners will get notifications of the WhatsApp messages a lead sends. When disabled, all logged-in users will receive notifications of these WhatsApp messages.
    • Sending Rich Media – Enable this functionality to allow your users to send media files in the WhatsApp messages.

Note:

  • *Message notifications are only sent to one user, i.e., either the Lead Owner or to the user (other than the Lead Owner) that sent the WhatsApp message to the lead. When the Notify Lead Owner setting is enabled, only the Lead Owner will get notified, while the user who sent the message will not get a notification.
  • If you enable the Send Rich Media option, you must also enable the Approved Templates option. This ensures that you can add your media files to a template when messaging your leads.

LeadSquared Gupshup Integration

4.5 Advanced Settings

In this screen, you must map –

  • Activity Mapping – A LeadSquared activity field to your WhatsApp messages. This is the activity that will be posted every time a WhatsApp message is sent or received.
  • WhatsApp Opt-Out – A LeadSquared lead field to the WhatsApp opt-out functionality. Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field.
  • 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 slider.
  • 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 – From the dropdown, select a lead field for the WhatsApp opt-in/opt-out functionality. Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field.

Click Save & Close when you’re done.

  • If your credentials are correct, you’ll see the success message highlighted below.
  • If they were incorrect, the integration will fail.

Note: You must create a custom lead field of boolean type to map to the WhatsApp opt-out functionality. For example, you may create a custom lead field called “WhatsApp Opt Out”. Leads for whom the field is selected/checked won’t receive WhatsApp messages.

Gupshup WhatsApp Integration

4.6 Delivery Reports

Once the Delivery Reports Webhook is generated, copy it and configure it in your Gupshup account –

  1. On your Gupshup account, navigate to WhatsApp Analytics>Integrations.
  2. On the Integrations page, under Webhooks, click Your Config, and then click WhatsApp Message Delivery Events.
  3. Under Callback Forward Method, select JSONBODY.
  4. Under Notification Callback URL, paste the webhook you’ve copied in LeadSquared.
  5. Then, under Password for Account, enter the password associated with the Gupshup account
  6. Once you’re done, click Submit. You’ll now be able to view the delivery reports in Gupshup.

LeadSquared Gupshup Integration

 

5. Conversing with Leads via WhatsApp

Integrating Converse with LeadSquared’s WhatsApp connector will enable your users to have real-time conversations with your leads through WhatsApp. Using templatised messages, you’ll be able to attach and send media files (such as images, documents, etc.) in your conversations. To know more, refer to LeadSquared Converse.
LeadSquared WhatsApp Integration

 

6. Error Codes

If your message delivery fails, you’ll receive one of the following error codes along with the reason for the failure –

Error code (id)  Error message (details)
100 An unknown exception has occurred. Please retry the request after some time
101 The parameter X is required. Please resend request.
102 Authentication failed due to invalid userId or password.
103 Authentication Failed as userid X does not exist.
104 This user with number is currently disabled. Please contact support for further details.
105 The phone number is not a valid phone number.
106 The method X is not supported.
112 The phone number field cannot be null.
123 Your account does not have sufficient credits to post this message.
124 Validity of your WhatsApp pack has expired on. You are not allowed to send messages now.
171 You are not allowed to perform this action.
175 The “INTERNATIONAL_PHONE” service is disabled for you. Kindly get the service enabled before using this action.
315 The phone number XXX is not opted in
318 Message does not match WhatsApp HSM template.
328 Invalid Media Content Type
329 HSM not supported for this msg_type
332 Interactive button template not supported for non HSM requests
333 Interactive button template mismatch
334  Message length exceeded. Max limit for type X is Y

 

7. Next Steps

Once the connector is successfully installed, you can proceed to add WhatsApp templates and finally message your leads. For details, see Adding WhatsApp Templates to LeadSquared.

Note: To enable link tracking for messages that contain URLs, refer to WhatsApp Link Tracking in LeadSquared.

 

Any Questions?

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Custom User and List Action

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1. Feature Overview

The LeadSquared Custom User and List Action connector allows you to create and enable Custom Actions (apart from the default actions enabled by LeadSquared) on a user or group of users. It allows you to extend LeadSquared’s featured actions to support a variety of use-cases, such as –

  • Fetch user data from or push user data to other applications
  • Send SMS to users
  • Add an action to send a custom notification to a user, etc.

 

2. Prerequisites

You must be an Administrator of LeadSquared.

 

3. Installation

Install the Custom User and List Action connector from the LeadSquared App Marketplace.

  1. On the main menu, navigate to Apps>Apps Marketplace and search for Custom User and List Action connector.
  2. Click Install.
  3. Once installed, hover your cursor over the settings icon, then click Configure.

User Actions

 

4. Configuration

You can create user actions in two areas –

1. The tasks grid row action menu on the Manage Users page (and smart views). To access this, click the Settings icon icon.

User Actions

2. The bulk actions menu on the Manage Users page (and smart views). To access this, click Actions.

User Actions

To configure the connector –

  1. On the installed connector, hover your cursor over the settings icon, and click Configure.
  2. On the Configure Custom User and List Action Connector pop-up, select the area you want the action to appear from the left panel – User Grid Row Action or User Grid Bulk Action.
  3. Click Add Action.

User Actions

Enter the details of the custom action, then scroll to the bottom of the pop-up and click Save.

User Actions

Attribute Description
Action Label The display name of the action. This attribute is mandatory.
Action Type Three action types are available –

  • Show as Popup
  • Call an API
  • Open in New Window
Restricted Roles Select the internal users for whom you want to restrict the custom actions.
Callback URL Enter the HTTPs URL which will be rendered as a custom action. The URL should be of an action that accepts LeadSquared mail merge fields as parameters and passes them to an external application (e.g., a support system, another CRM or marketing system, another LeadSquared account, etc.) to get the data. Hover your cursor over the question markquestion mark iconicon to view the available mail merge fields. This attribute is mandatory.
HTTP Method GET and POST methods are supported.
Content-Type application/json is the only supported content type.
Data You can pass any data here in JSON format.

Once you’ve created a custom action it will appear as shown below.

  • Click the delete icon to delete the custom action.
  • Click the expand icon to edit the custom action.

Click the Add Action button to create more custom actions.

User Actions

Your custom user actions will now appear as configured on the Manage Users and Smart Views grid rows or bulk action menu for the chosen user.

 

Any Questions?

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Automation Actions – Activity Actions

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1. Feature Overview

Through this article, you’ll learn how to post/update an activity on activity through automation. You can follow up these actions with other automated workflows (creating tasks, distributing leads, sending emails, etc.)

For example, you can create an automation so that whenever a new activity is posted on a lead (for e.g., service ticket), another follow-up activity automatically gets posted and assigned to one of your users.

 

2. Prerequisites

 

3. Procedure

The Activity on Activity action can be created on any automation that is created using the following Activity triggers –

  • New Activity on Lead
  • Activity Update on Lead
  • New Activity on Activity

To automate the Activity on Activity action –

3.1 Create Automation

  1. Create an automation with any of the above-mentioned Activity triggers. To know how to create an automation, refer to How to Create a Lead Automation.
  2. On the configuration page, choose a Parent Activity and Select an Activity (a Child Activity). Once you’re done, click Save.

Note: The Parent Activity is the activity for which Activity Details Page (Add Activities/Tasks on Activities) has been enabled. The Child Activity (details view isn’t enabled) is the activity that is posted on the Parent Activity.

Automation

 

3.2 Add Activity Action

Through this action, you can add an activity to the Parent Activity.

  1. Click the Yes expand path icon under the automation, click Lead Actions, click Activity Actions, and then click Add Activity.
  2. On the Add Activity on Activity pop-up, select an Activity Type.
    Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity.
  3. Once you’re done, click Save.
  4. Publish the automation to make it live on your account.

Automation

 

3.3 Update Activity Action

Through this action, you can update the Child Activity.

  1. Click the Yes expand path icon under the automation, click Lead Actions, click Activity Actions, and then click Update Activity.
  2. On the Update Activity Fields pop-up, select an Activity Type.
    Note: If your custom activity has any associated custom field, click Add an Additional Field to add and select custom activity fields to associate to the activity.
  3. Once you’re done, click Save.
  4. Publish the automation to make it live on your account.

Automation

To add an activity directly to the lead, or to update an activity posted on a lead, see Activity Details Page (Add Activities/Tasks on Activities).

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!