LeadSquared Connector

1. Introduction

Orai integrates with LeadSquared to enhance customer engagement by enabling the following:

  • Sending notifications from LeadSquared to users via Orai.
  • Sending marketing template messages from LeadSquared via Orai.

Marketing and Notifications from LeadSquared

Part 1: Setting Up LeadSquared with Orai

  • A bot must be deployed on WhatsApp. If not, complete the bot deployment before proceeding.
  • An API key will be generated by 360Dialog for billing and usage tracking.
  1. Navigate to the Cloud Integration page in your Orai account.

      2. Click on on the Leadsquared Connector integration.

LS

    3. Enter your Account Name and click Next

   4. Create a separate path to be triggered for LSQ and add the following script on the path:

var to = {{to}};

var temp_template = {{template}};

process({“data”: {“type”: “template”, “payload”: temp_template, “targetWhatsAppNumber”: to}});

 

  5. Select your bot and the path created above, then click Next.

  6. A pop-up appears with the following fields:

    • HTTP Endpoint – Copy this URL; you will need to paste it into LeadSquared.
    • Delivery Report Callback URL – Leave this blank for now; it will be copied from LeadSquared later.
    • Authorization Header:
      • Key (Prefilled)
      • Value (Prefilled) – Copy this value; it will be pasted into LeadSquared.

 7.Do not click “Save” yet. Open a new tab and proceed to Part 2.

Part 2: Setting Up Engati with LeadSquared

  1.Log in to your LeadSquared account.

 2.Navigates to Apps -> Apps Marketplace and selects WhatsApp Business -> Settings-> Configure.

Ls1

 

3. If you have already added your WhatsApp Business number, select it. If not, follow these steps to add one:

 

LS2

 

  • Click on + Add WhatsApp Number in the top right-hand corner of the pop-up.

  • Enter your WhatsApp Business number and Account Name

     

    LS3

     

    • Click Next.
    • You will be asked to select a service provider. Choose Orai as your service provider.

    4. Proceed to Authentication.

    5. A pop-up appears requiring:

    • Send Message URL – Paste the HTTP Endpoint copied from the Orai portal.
    • Permanent Access Token – Delete the prefilled token and paste the Value copied from the Orai portal.
    • Authentication Header Templates – Copy these from the Orai integration setup.

         6. Click Save.

Adding Delivery Report Callback URL

  • Once saved, go to the configured WhatsApp Number on LSQ under WhatsApp Business.
  • Click on Authentication -> Copy the Notification Webhook URL.
  • Paste this into the Orai portal under Delivery Report Callback URL.

Pointers to Note Before Creating an Automation

  • Template Creation:
    • The template has to be created on Orai and the same template has to be created on LSQ.
  • Language Selection:
    • If the template is created in English on Engati, on LSQ, select the language as English (US).
  • Button Templates with Quick Reply:
    • Under Payload in LSQ, mention flow_<provide postback to trigger a path> where provide postback to trigger a path is the path key.

    To verify the integration in your Engati account, go to My Integrations, located next to the All Integrations page.

    For further assistance, please contact support@orairobotics.zohodesk.com.

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