LeadSquared Integration

Seamlessly integrate Chat360 WhatsApp Business with LeadSquared CRM to manage conversations, templates, and messaging directly within your CRM workspace.

This integration ensures that all incoming and outgoing WhatsApp interactions are automatically logged as LeadSquared activities, giving your team a unified view of customer communication without switching platforms.

Integrating Chat360 with LeadSquared enables your team to:

• Manage WhatsApp conversations directly from CRM

• Automatically log communication history

• Send rich media messages and templates

• Maintain compliance and consent management

Step-by-Step Procedure to Setup

Step 1: Enable Integration in Chat360

1. Log in to app.chat360.io

2. Navigate to Admin Tools → Integrations

3. Select LeadSquared

4. Click Connect Number

5. Choose the WhatsApp number you want to integrate

Step 2: Install WhatsApp Extension in LeadSquared

1. Log in to your LeadSquared CRM account

2. Go to Apps → Apps Marketplace

3. Search for WhatsApp Business

4. Install the extension

5. Click the Settings icon

6. Select Configure

Step 3: Configure Basic & Service Provider Details

Basic Details

• Enter a friendly Integration Name

• Add a Description (optional)

• Click Next

Service Provider

• Select Chat360 from the dropdown

• Click Next

Step 4: Authenticate Chat360 Account

In the Authentication section:

• Enter your Chat360 API Key

• Enter your Secret

Click Next

Step 5: Configure Converse Settings

Define how WhatsApp messages should behave within LeadSquared.

Configuration options include:

• Mapping Incoming Messages to CRM activities

• Mapping Outgoing Messages to CRM activities

• Configuring default reply behavior

Step 5: Configure Converse Settings

Define how WhatsApp messages should behave within LeadSquared.

Configuration options include:

• Mapping Incoming Messages to CRM activities

• Mapping Outgoing Messages to CRM activities

• Configuring default reply behavior

Step 7: Finalize Integration

1. Review all configuration settings

2. Click Save & Close

The integration is now active.

Key Benefits

Unified Communication Logs : All WhatsApp conversations are automatically recorded inside LeadSquared.

In-CRM Messaging : Send and receive WhatsApp messages directly from LeadSquared without switching platforms.

Automated Activity Mapping: Ensure accurate reporting by mapping messages to specific CRM fields.

Rich Media Support : Send images, documents, and interactive templates.

Compliance Management : Enforce and track opt-in/opt-out preferences at scale within LeadSquared.

Use Cases

1. B2B SaaS – Lead Nurturing via WhatsApp Follow-Ups

Scenario :A SaaS company wants to automate demo follow-ups.

How It Works

1. Demo request is captured in LeadSquared

2. Chat360 automatically sends:

   • Demo confirmation template

   • Follow-up message after 24 hours with product brochure or FAQs

3. Interaction is logged in the CRM timeline

Outcome : Improved engagement and consistent follow-ups without manual effort.

2. EdTech – Instant Welcome Messages for New Enquiries

Scenario : An online learning platform wants immediate engagement for new enquiries with course details.

How It Works

1. New leads sync into LeadSquared

2. Based on lead stage or source, a WhatsApp message is triggered via Chat360

3. Chat360 sends course details or PDF

4. Entire conversation is logged under the lead activity feed

Outcome : Faster response time and increased course sign-ups.

3. Healthcare – Appointment Confirmation & Rescheduling

Scenario : A clinic using LeadSquared wants to automate appointment confirmations and allow rescheduling via WhatsApp.

How It Works

1. Appointment bookings are created in LeadSquared

2. Chat360 sends:

   • Appointment confirmation message

   • Interactive template: Confirm / Reschedule / Cancel

3. User actions are recorded as CRM activities

Outcome : Reduced no-shows and improved patient experience.

4. BFSI – EMI Reminder Campaigns

Scenario : A loan servicing company wants to send EMI reminders with compliance tracking.

How It Works

1. EMI schedules are uploaded into LeadSquared

2. Chat360 sends personalized WhatsApp EMI reminders

3. Opt-in/Opt-out compliance is tracked

4. Delivery and response activity is logged in CRM

Outcome : Better compliance tracking and improved payment collection efficiency.