LeadSquared WhatsApp Integration with Airtel

1. Feature Overview

Airtel’s WhatsApp self-serve solution helps you engage your customers simply, securely and reliably. Airtel facilitates customer support and other marketing efforts through WhatsApp.

LeadSquared offers WhatsApp integration to help users communicate with their leads. Our WhatsApp functionality supports integrations through other solution providers like InfobipKaleyra, and Gupshup. This article helps you set up WhatsApp messaging through LeadSquared using Airtel 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 Airtel WhatsApp integration.
  2. Get an approved WhatsApp Business Number and Account.
  3. Submit Message Templates for Approval. To know how to do this, refer to Add WhatsApp Templates to LeadSquared.


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.

4.1 Basic Details

WhatsApp Zoko LeadSquared Integration

WhatsApp Business NumberSelect the country code, and provide your WhatsApp business number. This field is mandatory.
To get your WhatsApp business number, contact your Airtel account representative.
Account NameProvide a relevant name for your connector. This field is mandatory.
Allow Lead Generation on incoming messageEnableSlider to allow automatic lead creation when you receive messages from unknown mobile numbers.
Lead SourceFrom the dropdown, select a lead source for your leads.

Once you’re done, click Next.


4.2 Service Provider

From the available options, select Airtel and click Next.

WhatsApp Airtel integration


4.3 Authentication Set-up

On this screen, enter –

LeadSquared - Ivosights authentication setup

Client Base URLThe base URL is listed here. This is a non-editable field.
WhatsApp NumberThe WhatsApp business number you provided in the Basic Details screen. This is a non-editable screen. To change the number, navigate back to the Basic Details screen, and change the number there.
UsernameThe value you’ll have to enter here is a combination of your Airtel account username, along with the WhatsApp Business phone number linked to your WhatsApp business account (with the country code included).

For e.g., if your WhatsApp account username is “LeadSquared”, your country code is +91 (for India) and the WhatsApp Business phone number associated with your account is 9999999999, then the username you enter here would be LeadSquared-#-919999999999.
Make sure you enter the hyphen (-) and the hashtag (#) when passing the username.

PasswordEnter the API Key provided by Airtel.

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 entered in the selected user boolean field (e.g., for the user Sam, the “Is Employee” user field contains the value “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.


  • *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

On this screen, provide the following details –

  • 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.
  • 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.
  • Enable HSM – Disable 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 – Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field. From the dropdown, select a LeadSquared lead field for the WhatsApp opt-in/opt-out functionality.

LeadSquared - Ivosights Advanced Settings

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.

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.


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. WhatsApp Templates

To configure WhatsApp templates, refer to Adding WhatsApp Templates to LeadSquared. While configuring templates in the LeadSquared portal , the Template ID has to be copied from the Airtel portal and pasted in the “Namespace” field.

Airtel portal

WhatsApp Airtel integration

LeadSquared portal – 

LeadSquared - ivosights modify template


Any Questions?

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