Connect LeadSquared with FirstConnectt
Automate lead follow-ups and service notifications on WhatsApp and SMS straight from LeadSquared workflows.
Power seamless customer communication with LeadSquared + FirstConnectt
LeadSquared is a sales execution and marketing automation CRM used widely across lending, education, and healthcare. The LeadSquared integration with FirstConnectt sends WhatsApp and SMS messages at every stage of the funnel, while two-way replies land back on the lead record.
What the integration unlocks
Follow-ups on autopilot
Trigger template messages from LeadSquared automation — new enquiry, document pending, appointment reminder — with zero manual effort.
Replies reach the right owner
Customer replies surface against the lead, so sales owners respond in context and no conversation slips through.
Delivery data on the lead
Sent, delivered, and read statuses are recorded on the lead's activity history for accurate funnel reporting.
How to set up the LeadSquared integration
Enable the FirstConnectt connector
Ask your FirstConnectt account manager for the LeadSquared connector, or turn it on yourself from the integrations section of your dashboard.
Authenticate your LeadSquared account
Authorise the link with your LeadSquared admin credentials or an API token, then decide which objects — leads, contacts, tickets — are allowed to trigger messages.
Map fields and templates
Match LeadSquared fields to your approved template variables and assign the sender ID or WhatsApp Business number each team should send from.
Set up triggers and workflows
Build workflow rules in LeadSquared — new lead assigned, case updated, renewal due — so the right FirstConnectt message goes out at exactly the right moment.
Verify two-way sync and launch
Check that replies and delivery statuses log back onto the LeadSquared record, pilot with a single team, then roll out company-wide.
Our solutions team supports every step — from account setup and template approvals through go-live testing.
Ready to connect LeadSquared?
Talk to our team and we'll get your LeadSquared integration configured, tested, and live — with our specialists guiding every step.
Schedule a Demo