Connect LeadSquared to WhatsApp, Instagram, TikTok and AI Chat
Leads and customers message you on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email, but your pipeline lives in LeadSquared. AeroChat answers those conversations in both directions. It checks LeadSquared when a customer asks where their application or enquiry stands, and it records what they tell you as it goes: the lead, the answers that qualify them, the opportunity and a note of the conversation. It connects through LeadSquared’s public API. You describe the workflow in your own words, and AeroChat builds it.
What you can do with LeadSquared and AeroChat
- Send chat enquiries to LeadSquared. When someone leaves their name and email or phone in chat, AeroChat finds or creates the lead and adds a note of the conversation.
- Qualify leads and open opportunities. AeroChat asks your qualifying questions, records the answers on the lead and creates an opportunity in the right stage.
- Answer application status questions. AeroChat finds the customer’s opportunity and tells them what its stage means for them, in words you choose.
- Recognise returning leads. AeroChat looks the person up by phone or email and uses what LeadSquared already knows, such as their owner and open opportunities.
- Hand hot leads to the right person. AeroChat passes the conversation to the lead’s owner in LeadSquared, with a summary.
Works on every chat channel
Your leads and customers message you wherever they already are. The same LeadSquared connection and the same workflows run on every channel AeroChat supports, and LeadSquared stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your services, leave their details or check where their application or enquiry stands. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through LeadSquared’s public API. It finds leads by phone or email, creates and updates leads, adds notes and activities to them, and reads and writes opportunities and tasks. Each workflow uses only what its recipe asks for.
To connect, open My Account, then Settings, then API and Webhooks in LeadSquared and copy the access key and secret key. LeadSquared recommends using an administrator’s keys. Paste them into the AeroChat dashboard when AeroChat asks.
You describe the workflow in your own words. AeroChat builds it as a draft, works out which LeadSquared calls it needs, and asks you to connect. Keys and credentials are entered in the AeroChat dashboard and never pass through the conversation.
Workflows to copy
Copy this into AeroChat
When someone gives their name and email or phone number in chat, search LeadSquared for a lead with that email or phone. If there is one, update it. If not, create a lead with their name, email, phone and the channel they used. Add a note with a short summary of what they asked about. Set the source to chat (example).
Copy this into AeroChat
When a customer asks where their application or enquiry stands, find their lead in LeadSquared by phone or email and look up their open opportunity. Tell them what its stage means: Documents pending means “we still need your documents, you can send them here”, Counselling booked means “your session is confirmed, check your email for the time” (examples). If there is no open opportunity, ask for their reference number and hand the conversation to our team.
Who uses it
LeadSquared is used by education providers, financial services firms, healthcare groups and other teams that handle a high volume of enquiries. These recipes fit the same pattern:
- Tuition centres and schools, for parent and student enquiries.
- Trial class booking
- Enrolment with payment
- Lead qualification
What stays in LeadSquared
LeadSquared stays your record. Leads, activities, opportunities, tasks and reporting live there, and your team still works the opportunities and owns the relationship.
AeroChat handles the conversation. It looks up what the customer asks about, creates and updates the records your recipe asks for, and leaves the rest to LeadSquared and your team.
WhatsApp workflows that use LeadSquared
These end-to-end WhatsApp workflows run with LeadSquared behind them. See them all in the WhatsApp workflows library.
Questions
Does AeroChat work with LeadSquared?
Yes. AeroChat connects through LeadSquared’s public API with the access key and secret key from your LeadSquared settings.
Can WhatsApp leads go straight into LeadSquared?
Yes. When a lead gives their details in chat, AeroChat creates or updates the LeadSquared lead and adds a note of the conversation.
Do I need a developer?
No. You describe the workflow in your own words, copy your access key and secret key from LeadSquared and paste them in, and switch it on. AeroChat builds the LeadSquared connection from your description and shows a checklist of what is left to do.
Which plan do I need?
Workflows via Skills are on every plan, Free included. Choose by message volume: Starter covers 500 AI responses a month and 3 seats, Growth covers 2,000 responses and 10 seats and adds payment links and broadcasts, and Advanced covers 5,000 responses and 25 seats.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect LeadSquared and try it
Paste the first recipe, add your LeadSquared access key and secret key, and leave your own name and email in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.