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 and Gupshup. This article helps you set up WhatsApp messaging through your LeadSquared account using Gupshup as your service provider.
- Reach out to us at firstname.lastname@example.org regarding Gupshup WhatsApp integration.
- Get an Approved WhatsApp Business Number and Account.
- Submit Message Templates for Approval.
To install the WhatsApp Messaging Connector, login to your LeadSquared account –
- On the main menu, navigate to Apps>Apps Marketplace.
- Search for WhatsApp Business or select the Messaging category on the left pane.
- On the WhatsApp Business connector, click Install.
- Once installed, hover your cursor over the settingsicon, and click Configure.
To set-up the integration –
- On the Configure WhatsApp pop-up, select Gupshup, and then click Next.
- On the Gupshup Authentication pop-up –
|Base URL||Paste the base URL in this field. Use the following – |
|WhatsApp Business Phone 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||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.|
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.|
Once you’re done entering all the details, click Next.
In this section, 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.
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 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.
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.
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!