Overview
WhatsApp Integration with LeadSquared
Learn how to connect Pingbix's WhatsApp service with LeadSquared for seamless communication and enhanced lead management.
- Direct WhatsApp communication with leads
- Automated messaging workflows
- Real-time lead engagement
- Seamless integration with LeadSquared CRM
This integration enables you to leverage WhatsApp's business features directly within your LeadSquared workflow.
Prerequisites
Account Requirements
-
LeadSquared Account:
- Active LeadSquared CRM subscription
- Administrative access to Apps Marketplace
- Permission to install and configure integrations
-
Pingbix Account:
- Active Pingbix WhatsApp Business Account
- Valid API credentials from Pingbix
- Registered and verified WhatsApp Business number
Business Requirements
-
WhatsApp Business Policy Compliance:
- Approved WhatsApp Business account
- Compliant message templates
- Understanding of WhatsApp Business policies
Note: Ensure all requirements are met before beginning the integration process to avoid any setup delays.
Pre-Integration Checklist
- ✓ Confirm LeadSquared subscription status
- ✓ Verify Pingbix account credentials
- ✓ Check WhatsApp Business number verification
- ✓ Review message template requirements
- ✓ Prepare business verification documents
Installation Process
1. Accessing LeadSquared
Begin by accessing your LeadSquared account:
- Login to your LeadSquared account
- Navigate to the Apps section
LeadSquared Dashboard - Apps Section
2. Apps Marketplace
- Click on the Apps Marketplace
- Locate and select WhatsApp Business
- Click Install
WhatsApp Business Installation in Apps Marketplace
Configuration Steps
Initial Setup
- Access Settings
- Click on Configure
- Select Add Numbers
Configuration Screen
Add Numbers Screen
Authentication Setup
Fill in the following authentication details:
- Base URL: https://app.pingbix.com/SMSApi/users/login
- WhatsApp Business Number: Your registered number
- Username: Provided by Pingbix
- Password: Provided by Pingbix
Authentication Details Configuration
Advanced Settings
Final Steps
- Skip the Converse Setting step
- Configure Advanced Settings as shown
- Click Save & Close
Advanced Settings Configuration
Need Help?
For assistance with your integration, contact Pingbix Support:
- Email: support@pingbix.com
- Documentation: docs.pingbix.com