LeadSquared WhatsApp Integration with Zoko

1. Feature Overview

Zoko’s WhatsApp self-serve solution helps you engage your customers in a simple, secure and reliable way. Zoko 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 Zoko 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 Zoko 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

FieldDescription
WhatsApp Business NumberSelect the country code, and provide your WhatsApp business number. This field is mandatory.
To get your WhatsApp business number, contact your Zoko 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 Zoko and click Next.

WhatsApp Zoko LeadSquared Integration

 

4.3 Authentication Set-up

On this screen, enter –

WhatsApp Zoko LeadSquared Integration

FieldDescription
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.
UsernameYour Zoko account’s login username.
PasswordYour Zoko account’s password.

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 Owners – 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.
Note: 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.
  • 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.

Gupshup WhatsApp Integration

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.

 

4. 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

 

5. Next Steps

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.

 

Any Questions?

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!

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