CRMLeadSquared WhatsApp Integration
Lead capture and activity tracking that keeps up with the conversation.
LeadSquared is built around leads and the activities recorded against them, which is exactly what a high-volume WhatsApp channel produces. Libromi Connect surfaces the matching lead in a panel beside the conversation, and chatbot nodes create leads, update fields and post activity as the conversation happens rather than at the end of the shift.
Libromi Connect
WhatsApp Business Platform
LeadSquared
Two-way connection
Where it shows up
- Inbox sidebar mini app
- Chatbot builder node
- Team inbox
- Webhooks & REST API
High lead volume, and a channel that records none of it
Education, healthcare and finance teams running LeadSquared usually have more enquiries than counsellors. WhatsApp is where those enquiries arrive, but unless something writes them down, the lead score is calculated on incomplete data and the follow-up queue is built from whatever the CRM happened to see.
What moves, and which way
LeadSquared to WhatsApp
Lead details
The lead matching the conversation opens beside the chat, with its stage, owner and key fields.
Activity history
Recent activities give the agent context before they reply, without a second tab.
Values for the flow
A chatbot can read lead fields and branch — a first-time enquiry and a returning applicant should not get the same script.
WhatsApp to LeadSquared
New leads
A conversation, a Meta lead ad or a WhatsApp Flow form creates the lead with its answers mapped to your fields.
Field updates
Course interest, budget, location or preferred slot collected in chat updates the lead immediately.
Activity and notes
What happened in the conversation is written back so the follow-up queue reflects it.
Because it writes as the conversation happens, the lead is current when the counsellor picks it up.
What you get
LeadSquared in the sidebar
Agents see and edit the lead record beside the conversation, with its stage and recent activity in view.
Lead creation from a flow
A chatbot creates the lead the moment an enquiry starts, not hours later, so nothing depends on someone remembering.
Two-way field sync
Values move in both directions: the flow writes what it collects, and reads what the CRM already knows.
Ad and form capture
Meta lead ads and in-chat forms map straight onto LeadSquared fields with their source intact.
What you can build with it
Instant qualification for high volume
A flow qualifies every enquiry the second it arrives, so counsellors spend their time on leads that already passed the basic filter.
Slot booking with the record attached
The customer picks a counselling or appointment slot in chat, and the choice lands on the lead as an activity.
Re-engagement of stale leads
Leads that have gone quiet get a template message on WhatsApp, and any reply reopens the conversation with full history.
An education provider handling admission enquiries
Campaign traffic produces hundreds of WhatsApp enquiries a day. Counsellors could not call everyone, and the leads that were called had already been asked the same questions by the chatbot with the answers going nowhere.
The result
Counsellors call prepared leads instead of cold numbers, and the CRM has the qualification data the same minute the enquiry lands.
- 1
The enquiry arrives on WhatsApp and the flow asks about programme, city and intended intake.
- 2
A LeadSquared lead is created with those answers, tagged with the campaign it came from.
- 3
The flow offers a counselling slot; the choice is written back as an activity on the lead.
- 4
The counsellor opens the conversation with the lead panel already showing what was asked and answered.
How to connect it
- 1
Connect LeadSquared
Authorise LeadSquared from Libromi Connect using your account credentials.
- 2
Map fields and activities
Match chatbot variables to lead fields, and decide which conversation events should be posted as activities.
- 3
Use it live
Enable the sidebar app for your counsellors and add LeadSquared nodes to the flows that capture enquiries.
Frequently asked questions
Related integrations
Teams that connect this one usually connect these too.
Capture every enquiry in LeadSquared
Connect LeadSquared and let the chatbot do the data entry.