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LeadSquared Integration

Connect LeadSquared to WhatsApp & SMS

Reach new leads on WhatsApp within seconds of capture, run nurture sequences from LeadSquared, and keep every WhatsApp conversation logged against the lead.

WhatsApp for Education

Official Meta BSP · Two-way chat logged to leads · DLT-compliant SMS

Trusted by 10,000+ businesses across India

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Acer Labs
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GD Goenka
Bada Business
NexusPay
Salary Now
IBG Network
Niramaya Healthcare
Smart Realty
Evanik
Radius
Logic Education
HeliPkg
Acer Labs
VisionTech
Teleopedia
Shipline
Max Labs
Ini Homes
Cashi
Prime Dental
WWICS

What does the LeadSquared WhatsApp integration do?

The LeadSquared WhatsApp integration connects your LeadSquared account to the WhatsApp Business API. New leads, stage changes, and activities in LeadSquared can trigger approved WhatsApp templates, and replies from leads are logged back as activities so counsellors and sales reps see the full conversation in the CRM.

It is widely used by education, real estate, financial services, and healthcare teams that run high lead volumes through LeadSquared and need fast first contact. SMS runs alongside it for DLT-registered alerts and fallback.

How It Works

How the LeadSquared integration works

1

Connect LeadSquared

Link your LeadSquared account through its integration settings and API credentials.

2

Approve your templates

We get Meta approval for welcome, follow-up, reminder, and campaign templates.

3

Set triggers in LeadSquared

Use lead capture, stage changes, and automation rules to fire WhatsApp or SMS messages.

4

Log every reply

Lead replies are captured as activities against the lead record for your team to follow up.

Use Cases

What you can automate

Instant lead follow-up

Send a WhatsApp welcome message seconds after a lead is captured from ads, forms, or landing pages.

Stage-based nurture

Trigger messages when a lead moves stage- brochure, fee details, site visit, or next steps.

Appointment & visit reminders

Remind leads about counselling sessions, demos, or site visits, with confirm and reschedule buttons.

Two-way chat from the CRM

Reps reply to leads on WhatsApp, with the conversation tied to the lead.

Activity logging

WhatsApp messages and replies are recorded on the lead timeline for reporting.

Segmented campaigns

Broadcast approved templates to LeadSquared lists and segments.

Why Get Click Media

Why use Get Click Media with LeadSquared

WhatsApp and SMS together

Use WhatsApp for conversations and DLT-registered SMS for alerts and fallback, from one provider.

Onboarding handled

Meta verification, template approval, and DLT registration are managed by our India-based team.

Respond to every LeadSquared lead on WhatsApp

Connect LeadSquared and start instant follow-ups and nurture flows on WhatsApp.

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Frequently Asked Questions

LeadSquared Integration FAQs

Yes. When connected to the WhatsApp Business API through a provider like Get Click Media, LeadSquared can send approved WhatsApp templates from automations and let reps chat with leads.

Yes. Lead replies are logged as activities on the lead record so the whole team sees the conversation history.

Most of the connection is done through LeadSquared's integration settings with minimal technical work. Our team helps with setup, templates, and testing.

Education, real estate, lending and insurance, and healthcare are the most common, since they handle high lead volumes and need fast first contact.

Yes. DLT-registered SMS can run alongside WhatsApp for OTPs, alerts, and leads who aren't reachable on WhatsApp.

Make WhatsApp part of your LeadSquared workflow

Request a demo and we'll show lead capture to WhatsApp follow-up in minutes.