Integrate WhatsApp Contact Capture with LeadSquared

1. Feature Overview

When your users share contact details of leads (as VCF files) to your WhatsApp Business chat number, this connector captures the contact data in real-time and maps it to your LeadSquared account. Once the leads are synced, you can leverage LeadSquared’s CRM features to nurture and convert your leads. Before you get started, you must install and configure the Universal Lead Capture Connector.

 

2. Prerequisites

  • You must be the Administrator of your LeadSquared account.
  • You must have an active WhatsApp Business account.
  • The Universal Lead Capture connector is a paid feature. To enable it on your account, please reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

To push contact (lead) data from your WhatsApp Business account to your LeadSquared account, configure the WhatsApp Chat connector instance. Once you set it up, a webhook URL is generated. Configure this URL in your WhatsApp service provider account (e.g., Gupshup, Kaleyra, etc.), and enable the sync for the connector instance in LeadSquared. This will begin the lead capture process.

 

4. Installation

Once the Universal Lead Capture connector is installed, install and configure the WhatsApp Contact Capture connector.

  1. On your LeadSquared account, navigate to Apps>Universal Lead Capture.
  2. You’ll find the WhatsApp Contact Capture connector on this page. Against the connector, click Configure.

Integrate LeadSquared with WhatsApp

 

5. Configuration

After installation, on the Lead Capture page, configure the connector settings in order to push data from WhatsApp Contact Capture.

5.1 Basic Details

Enter the following details –

Integrate LeadSquared with WhatsApp

PropertyDescription
Lead SourceEnter the lead source through which the leads were captured (e.g., WhatsApp Contact Capture, email campaign, etc.). This detail will be displayed on the Lead Details page, under Lead Source.
Default Country CodeIf the lead’s mobile number is captured without a country code, then the default country code that’s selected from the dropdown will be added to the lead’s mobile number.
Select Time ZoneThe time zone of your WhatsApp Contact Capture account.
Lead Capture Search By CriteriaTo avoid duplicate leads, you must select one unique lead field (e.g., email Id, mobile number, PAN number, etc.) as the search key. This will be used to identify the leads pushed from WhatsApp Contact Capture.

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 CriteriaIf lead capture through the primary Search By criteria fails, it will be re-attempted using the secondary Search By criteria.
Select User to Notify on FailureIf there is an error in fetching leads, the selected user will receive a failure message via email. You can select a user from the list of all the users available in your LeadSquared account.

To know more about the type of errors, please refer to Error Notifications.

Enable NotificationEnable the Checkbox 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 & Next.

 

5.2 Entity Options

Based on the Lead Capture Search By criteria selected (email Id, phone number, etc.), LeadSquared identifies and captures leads from your WhatsApp Business account. Lead capture is enabled by default, and it cannot be disabled.  The following options are available to configure the connector’s Sync Behaviour

  • Capture (Create and Update existing) Record – Leads that only exist in your WhatsApp Business account (but not in your LeadSquared account) will get created in LeadSquared. Leads that exist in both your WhatsApp Business and LeadSquared accounts will get updated.
  • Create only new record – Leads that only exist in your WhatsApp Business account (but not in your LeadSquared account) will get created in LeadSquared.
  • Update only existing record – Leads that exist in both your WhatsApp Business and LeadSquared accounts will get updated in LeadSquared.
  • Do Nothing – When this option is selected, no action will be performed when a lead is created or updated in your WhatsApp Business account.

Integrate LeadSquared with WhatsApp

 

5.3 Mapping

On the Mapping screen, the WhatsApp Contact Capture system fields mapped to the corresponding LeadSquared lead fields are visible. This mapping is carried out by default. If required, you can change or update the default field mapping.

  • To provide a default value for any field, click  , enter the value under Default Value, and click Google.
    • If the data provider doesn’t send data for any lead field, then the default value will get assigned to that specific field. But if the field already has an existing value, then the default value will be ignored.
  • To disable lead data capture for any field, disable the Zoom slider.
  • You can also mark and update a unique lead field as the search key from this screen, by clicking unique icon.
  • To create a custom WhatsApp Contact Capture field, click the Add Custom button.
    1. Once this field is created, you must map it to the relevant LeadSquared lead field.
    2. After the field is mapped, to save the custom field, click Google.
    3. To delete a custom field, click .

Once you’re done mapping, click Save & Next.

Integrate LeadSquared with WhatsApp

 

5.4 Webhook URL

After you provide basic details and finish field mapping, a custom webhook URL is generated. To automate lead capture, copy this URL and configure it in your WhatsApp Contact Capture account (reach out to your account manager from WhatsApp Contact Capture).

After you’ve configured the URL, click More Actions, and enable the sync job. This ensures the data will be pushed to LeadSquared using the webhook configured in WhatsApp Contact Capture.

Integrate LeadSquared with WhatsApp

Note:

  • To know how to configure this Webhook URL in your WhatsApp Contact Capture account, please get in touch with your WhatsApp service provider’s account manager.
  • The API must be configured in WhatsApp Contact Capture using the GET method.
  • From the More Actions dropdown, click View Logs to view the logs of all sync jobs that have taken place.

To know more, refer to the setup instructions –

Integrate LeadSquared with WhatsApp

Note: Paste and pass the following parameters at the end of the webhook –

(?wanumber={wnum}&mobile={from}&message={body})

 

6. View Logs

Here, view logs of all the sync jobs that have taken place. View New Events (New Leads) Updated Events (Updated Leads), and Errors (when capturing leads).

  1. Navigate to Apps>Universal Lead Capture.
  2. Against the WhatsApp Business connector, click Options, and then click View Logs.
    • Alternatively, on the Lead Capture configurations page, from the More Actions dropdown, you can View Logs.
  3. 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).
  4. You can view the sync status of the following events –
    • New Events – List of all the new leads that have been created in LeadSquared during the selected date range.
    • Updated Events – A list of all the –
      • Duplicate leads that were created with the same Search by Criteria value (e.g., with the same Email Id, Mobile Number, etc.).
      • Leads that previously contained errors, which were fixed and synced successfully.
    • Errors – The list of leads that have not been captured due to mapping errors (e.g., when a boolean field is mapped to an integer field, etc.).
  5. 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.
    • The responses that are successful will contain the details of the leads that have been pushed by WhatsApp.
    • You can also view the lead capture response under Sync API Response, Leads Updated and Errors in Leads, by clicking Information.
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.

Integrate LeadSquared with WhatsApp

 

7. Other Actions

You can edit or delete the WhatsApp Contact Capture connector instance that you created. To do this –

  1. Navigate to Apps>Universal Lead Capture.
  2. Against the WhatsApp Contact Capture connector, click Options.
  3. From the list of options, you can perform the following actions –
    • Edit Configurations
    • View Logs
    • Remove Configurations

Integrate LeadSquared with WhatsApp

 

8. View Reports

You can view the total number of leads that have been pushed by WhatsApp Contact Capture, 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?

Note: Since the leads are captured from your user’s WhatsApp chat, the Lead Source of these leads will be the user’s mobile number.

Integrate LeadSquared with WhatsApp

 

Any Questions?

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