Learn how to automate sending welcome messages on WhatsApp when a new lead is added in LeadSquared using Pabbly Connect. Step-by-step guide included. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for LeadSquared Integration

To begin automating welcome messages on WhatsApp, access Pabbly Connect by visiting the official website. Create an account or log in if you already have one. Once logged in, you will be directed to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button and name it something descriptive like ‘LeadSquared to WhatsApp’. This will help you identify the workflow later. The workflow interface consists of two main sections: the trigger window and the action window, which are essential for setting up your automation.

2. Trigger Setup with LeadSquared in Pabbly Connect

In the trigger window, search for ‘LeadSquared’ as the app to connect. Select the trigger event as ‘New Lead’. This means that every time a new lead is added in LeadSquared, it will trigger the workflow in Pabbly Connect.

Once the trigger is set, a webhook URL will be generated. Copy this URL as it will be used to connect LeadSquared with Pabbly Connect. Now, navigate to your LeadSquared account, go to the settings, and select the API and Webhooks option. Create a new webhook and paste the copied URL into the appropriate field while ensuring the content type is set to application/json.

3. Generating a Test Lead in LeadSquared

After setting up the webhook, it’s time to generate a test lead in LeadSquared. Go to the leads section and click on ‘Quick Add Lead’. Fill in the details such as name, email address, and phone number. This step is crucial as it will allow Pabbly Connect to capture the lead data.

Once the lead is created, return to Pabbly Connect and click on ‘Recapture Webhook Response’. This will fetch the details of the newly added lead. You should see the lead’s information displayed in the response section of Pabbly Connect, confirming that the integration is working correctly.

4. Sending Messages via WhatsApp Cloud API

Next, we will set up the action to send a welcome message through WhatsApp Cloud API. In the action window of Pabbly Connect, search for ‘WhatsApp Cloud API’ and select the action event as ‘Send Template Message’. Connect your WhatsApp Cloud API account by entering the required details such as token ID, phone number ID, and WhatsApp Business Account ID.

After connecting, select the message template you want to use for the welcome message. Ensure that you have created and approved the template in your WhatsApp Cloud API account. This template will contain dynamic fields like the lead’s name, which will personalize the message sent to each new lead.

  • Select the appropriate template from the dropdown.
  • Map the recipient’s mobile number without the plus sign.
  • Fill in dynamic fields such as the lead’s name and organization name.

After mapping all the necessary fields, click on ‘Save and Send Test Request’ to send the message. Verify that the message is received on WhatsApp to confirm the setup is successful.

5. Testing the Automation in Real Time

To ensure that the automation is functioning correctly, add another test lead in your LeadSquared account. Repeat the previous steps to create a new lead and check if the welcome message is sent via WhatsApp. This real-time testing will confirm that Pabbly Connect is effectively linking LeadSquared with WhatsApp Cloud API.

After adding the new lead, check the WhatsApp account associated with the lead’s phone number. You should receive the automated welcome message as configured in your template. This process demonstrates how Pabbly Connect streamlines the communication between your CRM and WhatsApp.

Conclusion

In this tutorial, we’ve explored how to automate sending welcome messages on WhatsApp when a new lead is added in LeadSquared using Pabbly Connect. By following these steps, you can enhance your lead nurturing process and ensure timely communication with new leads.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.