Integrate LeadSquared with Twilio for SMS Welcome Messages Using Pabbly Connect

Learn how to integrate LeadSquared with Twilio to send SMS welcome messages automatically using Pabbly Connect. Step-by-step tutorial included! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for LeadSquared and Twilio Integration

To start using Pabbly Connect, navigate to the Pabbly website and sign in or create an account. This platform will facilitate the integration between LeadSquared and Twilio, enabling automatic SMS sending when a new lead is added.

Once logged in, click on the ‘Create Workflow’ button. Here, you can name your workflow, for example, ‘LeadSquared to Twilio Integration’. This setup is crucial for automating the SMS welcome messages for new leads.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will configure the trigger for our workflow in Pabbly Connect. Begin by selecting LeadSquared as the app. For the trigger event, choose ‘New Lead’. This step ensures that every time a new lead is created in LeadSquared, Pabbly Connect will initiate the workflow.

• Search for ‘LeadSquared’ in the app options.
• Select ‘New Lead’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

After copying the webhook URL, go to your LeadSquared account. Navigate to the settings and select the API and Webhooks section. Here, create a new webhook and paste the copied URL, ensuring you select the ‘Lead Creation’ event. This connection allows Pabbly Connect to receive data about new leads automatically.

3. Creating a Test Lead in LeadSquared

Now that the webhook is set up, we need to create a test lead in LeadSquared to test our integration with Pabbly Connect. In your LeadSquared dashboard, hover over the ‘Leads’ option and click on ‘Manage Leads’.

Click on ‘Quick Add Lead’ and fill in the details for a dummy lead. For example, enter a name, email address, and phone number. Once you save this lead, Pabbly Connect will capture the lead details through the webhook, allowing you to see the data in your Pabbly Connect workflow.

4. Sending SMS via Twilio Using Pabbly Connect

With the lead data captured, the next step is to set up the action to send an SMS through Twilio using Pabbly Connect. Click on ‘Add Action Step’ and choose Twilio as the application. Select the action event as ‘Send SMS Message’.

• Connect your Twilio account by entering the Account SID and Authorization Token.
• Configure the SMS body to include a welcome message, mapping the lead’s name from the previous step.
• Specify the sender’s number from your Twilio account.

After entering these details, save the action. Now, every time a new lead is created in LeadSquared, Pabbly Connect will automatically send a welcome SMS through Twilio, enhancing your lead nurturing process.

5. Conclusion

In this tutorial, we successfully integrated LeadSquared with Twilio using Pabbly Connect. By automating the SMS welcome message process, businesses can improve their lead engagement effectively. This integration not only saves time but also ensures that all new leads receive immediate communication.

Utilizing Pabbly Connect for such integrations can greatly enhance your business operations. With just a few steps, you can streamline your communication processes and focus on growing your business.