1. Feature Overview
When a lead clicks the WhatsApp button on your Dubizzle property listing page, their details are automatically captured, and a new lead is created in your LeadSquared account through this connector. The connector also generates a WhatsApp conversation link, enabling you to chat with the lead. Once the lead is created, leverage LeadSquared’s CRM features to work towards closing the deal.
2. Prerequisites
- You must be the Administrator of your LeadSquared account.
- You must have an active Dubizzle account.
- This is a paid feature. To enable it, reach out to your account manager, or write to support@leadsquared.com.
3. How it Works
Through your Dubizzle property listing page, leads can chat with your Listing Agents through WhatsApp. When a lead clicks this option, the connector pulls their details in real time to LeadSquared, and also creates a WhatsApp chat link. This link is posted under the Dubizzle WhatsApp Enquiry activity on the Lead Details page. Your users can use this link to chat with the leads, ensuring that WhatsApp conversations are tracked and tagged correctly in LeadSquared.
- In LeadSquared, install the connector and select the users that can access it.
- Next, configure the connector. During this step, create the Dubizzle WhatsApp Enquiry activity, and verify the field mapping.
- A webhook URL is generated. Contact your Dubizzle account manager to integrate this URL into your Dubizzle account. Once integrated, lead details will sync from Dubizzle to LeadSquared.
- Then, enable connector sync. This completes the setup. Every time a lead clicks the WhatsApp chat option, their lead details are captured in LeadSquared, and a WhatsApp chat link is generated.
4. Install the Connector
- Navigate to Apps>Apps Marketplace.
- Search for Dubizzle WhatsApp, and click Install.
- Alternatively, you can find the connector on the left panel, under Lead Capture.
- Once installed, hover your cursor over , and click Configure.
5. Configure the Connector
After installing the connector, configure access for non-Admin users (if you want to grant connector access to these users) in your account on the Configure Dubizzle WhatsApp pop-up. Only users with granted access can view and use the connector under the Apps main menu.
- Select whether to grant connector access based on Role or at the Advanced (User Level).
- Based on Role – From the Specify Roles dropdown, choose the LeadSquared user roles that can use the connector.
- Advanced (User Level) – From the Advanced (User Level) dropdown, select a user boolean field. Access to the connector will be granted based on the value in this field (e.g., if the “Is Employee” boolean user field contains “Yes” for the user Sam, then Sam can access the connector).
- Once you’re done, click Save Details. Continue with the configuration by referring to the following sections.
6. Admin Configuration
After installation, navigate to Apps>Dubizzle Whatsapp to complete the connector set-up.
6.1 Basic Details
Enter the following details –
Field | Description |
Lead Source | Enter the lead source through which the leads were captured (e.g., Dubizzle, email campaign, etc.). This detail will appear on the Lead Details page under Lead Source. |
Default Country Code | Select a default country code. If the lead’s mobile number is captured without a country code, the default country code is added to the lead’s mobile number. |
Select Time Zone | The time zone of your Dubizzle account. This is set to Dubai by default. |
Lead Capture Search By Criteria | To avoid duplicate lead creation, select one unique lead field (e.g., mobile number/phone number) as the search key. Leads will be searched by the value mapped to this field. If a matching lead is found, it will be updated, otherwise, a new lead will be created. To know how to mark a LeadSquared lead field as unique, please refer to How to Make a Custom Field Unique. |
Lead Capture Secondary Search By Criteria | If lead identification and capture through the primary Search By criteria fails, the system will reattempt using the secondary Search By criteria. |
Select User to Notify on Failure | If there’s an error in fetching leads, the selected user will receive a failure message via email. Choose a user from the list of available users in your LeadSquared account. To know more about the type of errors, please refer to Error Notifications. |
Enable Notification | Enable the checkbox to ensure notification emails are sent to the selected user when there’s a failed query. |
Once you’re done entering all the details, click Save.
6.2 Mapping
After completing the basic settings, click Entity Options. All Dubizzle WhatsApp fields are mapped to the corresponding LeadSquared lead fields by default –
Note:
- FIRST, complete the Dubizzle WhatsApp Enquiry Create Activity step.
- Then, click Edit Mapping under Activity Entity and Lead/Contact Entity. Verify the mapping, and click Save & Close.
- Both steps are mandatory. If you don’t complete the steps in the order listed above, the connector won’t work.
- The Lead/Contact Sync Behaviour and Activity Sync Behaviour are set to Capture (Create and Update existing) Record by default. It is recommended you DO NOT change this.
- Activity Type(s) Definitions – Alongside Dubizzle WhatsApp Enquiry, click Create Activity.
- Edit Mapping – Next to each action (Activity Entity and Lead/Contact Entity), click both the Edit Mapping buttons to verify the field mapping is accurate. Once verified, you must click Save & Close. This is mandatory.
- If required, on the Edit Mapping pop-up, you can edit the field mapping –
- To edit the default mapping field name, click the edit button , and under Mapping Key, update the field name.
- To change the LeadSquared lead field to which the Dubizzle WhatsApp field is mapped, click the edit button , and from the Lead Field dropdown, select the new lead field.
- To mark a unique lead field as the search key, click .
- To disable an existing field mapping, alongside the field, disable the slider .
- Click the Update if Empty checkbox if you don’t want to update the value of a field every time the sync takes place.
- This helps prevent re-updating fields like first name, last name, etc.
- To map an additional field, click the Add Custom button, and add the new mapping field details.
- If you want to capture any additional responses as part of the activity that’s posted on the lead, alongside Activity Entity, click Edit Mapping, and add the response on the Default Mapping for Activity pop-up.
- If required, on the Edit Mapping pop-up, you can edit the field mapping –
- Once you’re done, click Save & Next.
6.3 Webhook URL
After you provide basic details and finish field mapping, a custom webhook URL is generated. Provide the webhook URL to the Dubizzle tech team, and they’ll use it to integrate your Dubizzle account with LeadSquared. Once they confirm the webhook integration is live, click the More Actions button, and alongside Sync Status, enable the slider. The connector is now live.
Once the webhook URL is generated, contact your Dubizzle account manager to integrate it into your Dubizzle account. Once integrated, lead details will sync from Dubizzle to LeadSquared.
Once you’re done, click Save & Next.
Note: On the More Actions menu, you can perform the following actions –
- View Logs lets you view the logs of all the sync jobs that have taken place.
- Sync Manually lets you perform a manual sync to transfer data between your Dubizzle and LeadSquared accounts.
- Export Data Source lets you export the JSON of the data source/connector as a file to your local system.
7. View Activities
To view the Dubizzle WhatsApp Enquiry activity, navigate to Leads>Manage Leads, and click on the lead where the activity is posted. On the Lead Details page, view the activity under the Activity History tab. You’ll also find the WhatsApp conversation link under this activity. Copy the link and paste it into a new web tab to start the WhatsApp conversation with the lead.
8. View Logs
Here, you can view logs of all the sync jobs that have taken place.
- Navigate to Apps>Dubizzle WhatsApp, and click More Actions, and click View Logs.
- You can filter the logs by selecting a date range (Today, Last 7 Days, This Month, and Last Month), by selecting the Job Status (“All”, “Success” and “Failure”), and by selecting the Sync Status (All, Error, and Success).
- You can view the sync status of the following events –
- New Events – List of all the new payment activities posted in your account.
- Errors – The list of unsuccessful payment activities that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
- To view the Sync Response details, under Request ID/Sync Job ID, click the Id.
- Under the right panel, you can view the response status, the API URL, the request, and the response.
- Successful responses will contain details of the leads pushed by Dubizzle.
- To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click .
Note:
- For a response that contains an error, the reason for the error is listed in the response. Once you fix it, you can click the Retry button to perform the sync again.
- The current Lead/Activity Sync Behaviour will reflect in the Logs screen. This will help identify the sync that’s used (Capture or Update) for the selected Request/Sync Job Id.
9. Other Actions
You can edit or delete the Dubizzle WhatsApp connector that you created. To do this –
- Navigate to Apps>Apps Marketplace and search for the Dubizzle WhatsApp connector.
- On the Dubizzle WhatsApp connector, click Settings.
- From the list of options, you can perform the following actions –
- Edit Configurations
- Disable the connector
- Remove the connector
10. View Reports
You can view the total number of leads that have been pulled from Dubizzle WhatsApp, by referring to the Lead Source report. To know more, please refer to How to track the source of your Leads using Lead Source Report?
Any Questions?
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