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LeadSquared Whatsapp Connector Integration

The LeadSquared WhatsApp Connector (Cloud API) connects Yellow.ai with LeadSquared’s Converse platform over the WhatsApp Cloud API contract. LeadSquared sends business-initiated notifications (approved WhatsApp templates) to your customers through your Yellow.ai WhatsApp Business number, and Yellow.ai syncs the delivery status of each notification back to LeadSquared.

How it works

Yellow.ai acts as the WhatsApp Cloud API endpoint for LeadSquared. Instead of pointing LeadSquared at Meta, you point its Send Message URL at Yellow.ai and authenticate with a Permanent Access Token that Yellow.ai generates for your bot. The connector covers outbound notifications (LeadSquared → customer) and delivery status (Yellow.ai → LeadSquared).

Prerequisites​

Before you begin, ensure you have:

  • A WhatsApp Business number already connected on Yellow.ai — notifications are sent through this number.
  • At least one approved WhatsApp template.
  • Super Admin permissions on both Yellow.ai and LeadSquared.

You do not need a separate API token, username, or password — Yellow.ai generates the required credentials for you on the integration page.

Step 1: Add the connector in Yellow.ai​

  1. In Yellow.ai, go to Extensions → Integrations.

  2. Search for LeadSquared WhatsApp Connector (Cloud API) and open it.

  3. Yellow.ai shows the setup instructions along with the credentials generated for your bot. Keep this page open — you will copy these values into LeadSquared in the next step:

    • Send Message URL — https://<your-host>/integrations/leadSquared/v2/v17.0/<botId>/messages
    • Permanent Access Token — the access token generated for your bot.
    • WhatsApp Business Account ID — your bot identifier.
    • Postback URL — https://<your-host>/integrations/galaxyNotification/leadsquare/v2/<botId> (used in Step 4).

Step 2: Configure WhatsApp Business in LeadSquared​

Refer to the official help guide: LeadSquared WhatsApp Cloud API Integration.

  1. In your LeadSquared account, go to Apps → Apps Marketplace.

  2. Search for WhatsApp Business, open it, and click Settings → Configure.

  3. Click Add Number and fill in the basic details.

  4. In the Service Provider step, select WhatsApp Cloud API.

  5. In the Authentication step, provide the values from Step 1:

    LeadSquared fieldValue
    Send Message URLhttps://<your-host>/integrations/leadSquared/v2/v17.0/<botId>/messages
    Permanent Access TokenThe access token from the Yellow.ai integration page.
    WhatsApp Business Account IDYour bot identifier (shown on the Yellow.ai integration page).
    WhatsApp Business NumberYour registered WABA number, e.g. 91XXXXXXXXXX.

  6. Save the details and refresh the page.

Step 3: Complete the setup in Yellow.ai​

  1. In LeadSquared, copy the Notifications Webhook URL that was generated after saving.

  2. Back on the Yellow.ai integration page, fill in the connector form:

    • WhatsApp Business Number → your registered WABA number (e.g. 91XXXXXXXXXX). Notifications are sent through this number.
    • Webhook url → paste the Notifications Webhook URL copied from LeadSquared.

  3. Click Connect to save the connector.

Step 4: Enable the Notification API Engine in Yellow.ai​

To sync delivery status back to LeadSquared, enable the Notification API Engine and configure the postback URL.

  1. Copy the Postback URL shown on the integration page (https://<your-host>/integrations/galaxyNotification/leadsquare/v2/<botId>).
  2. In your bot, go to Engagement → Preferences.
  3. Enable the Notification API Engine.
  4. Turn on the Postback URL option and paste the copied URL in the Send the delivery status to field.
  5. Click Save.

Verify Integration​

  1. Trigger a notification from LeadSquared using an approved WhatsApp template.
  2. Confirm the message is delivered to the recipient on WhatsApp.
  3. In LeadSquared, confirm that the delivery status (sent / delivered / read) is updated for the notification.

Troubleshooting​

  • 401 Unauthorized when LeadSquared sends a message → Re-copy the Permanent Access Token and Send Message URL from the Yellow.ai integration page; the token is specific to your bot. Confirm the WhatsApp Business Account ID matches your bot identifier.
  • Message not delivered → Ensure the WhatsApp Business Number in the connector form is a number already connected on Yellow.ai and that the WhatsApp template is approved. Only approved templates (business-initiated notifications) are supported.
  • Delivery status not updating in LeadSquared → Confirm the Postback URL is enabled under Engagement → Preferences → Notification API Engine, and that the Webhook url on the connector form is the Notifications Webhook URL from LeadSquared.
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