Integrate Property Finder WhatsApp With LeadSquared

1. Feature Overview

When a lead clicks the WhatsApp button on your Property Finder 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 Property Finder account.
• You must have an active Property Finder account with a WhatsApp Enterprise subscription.
• 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 Property Finder property listing page, leads can chat with your listing agents via 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 Property Finder 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.

1. In LeadSquared, install the connector and select the users that can access it.
2. Next, configure the connector. During this step, create the Property Finder WhatsApp Enquiry activity, and verify the field mapping.
3. A webhook URL is generated. Contact your Property Finder (PF) account manager to integrate this URL into your PF account. Once integrated, lead details will sync between both accounts.
4. 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

1. Navigate to Apps>Apps Marketplace.
2. Search for Property Finder WhatsApp, and click Install.
   • Alternatively, you can find the connector on the left panel, under Lead Capture.
3. Once installed, hover your cursor over , and click Configure.

5. Configure the Connector

After installing the connector, configure access for non-admin users in your account on the Configure Property Finder WhatsApp pop-up if you want to give them access to configure it. Only users with granted access can view and use the connector under the Apps main menu.

1. 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).
2. 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>Property Finder Whatsapp to complete the connector set-up.

6.1 Basic Details

Enter the following details –

Field	Description
API Key	Enter your Property Finder API Key here.
Lead Source	Enter the lead source through which the leads were captured (e.g., Property Finder, 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 Property Finder 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 Property Finder WhatsApp fields are mapped to the corresponding LeadSquared lead fields by default –

1. Activity Type(s) Definitions – Alongside Property Finder WhatsApp Enquiry, click Create Activity.
2. 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 Property Finder 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.
3. 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 Property Finder tech team, and they’ll use it to integrate your Property Finder 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.

Each time a lead clicks the WhatsApp button on the Property Finder property listing page, their details are captured in LeadSquared, and a WhatsApp conversation link is generated as part of the Property Finder WhatsApp Enquiry activity. Your users can use this link to chat with leads through WhatsApp.

Once you’re done, click Save & Next.

7. View Activities

To view the Property Finder 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 WhatsApp conversation link, and paste it in a new web tab to begin the WhatsApp conversation with the lead.

8. View Logs

Here, you can view logs of all the sync jobs that have taken place.

1. Navigate to Apps>Property Finder WhatsApp, and click More Actions, and click View Logs.
2. 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).
3. 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.).
4. 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 Property Finder.
   • To view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, click .

9. Other Actions

You can edit or delete the Property Finder WhatsApp connector that you created. To do this –

1. Navigate to Apps>Apps Marketplace and search for the Property Finder WhatsApp connector.
2. On the Property Finder WhatsApp connector, click Settings.
3. 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 Property Finder 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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