Overview

This guide walks you through the process of integrating Exotel’s WhatsApp Cloud API with LeadSquared to automate customer communication via WhatsApp.


Prerequisites

Exotel

1. WhatsApp Cloud onboarding is completed for the phone number to be used with LeadSquared.

2. Exotel’s API credentials are available (accessible via the Exotel Dashboard).

3. To activate a new phone number with WhatsApp Business API, contact your Exotel account manager or email [email protected].

LeadSquared

1. WhatsApp add-on is enabled on your LeadSquared account.


Steps to Install WhatsApp on LeadSquared

1. Log in to your LeadSquared account and navigate to the Apps Marketplace.

2. Search for “WhatsApp” in the marketplace.



3. Click INSTALL on the WhatsApp Messaging Connector plugin.



4. Once installed, hover over the plugin and click Configure.
5. In the Configure WhatsApp Business pop-up, click Add Number.


Configuration Steps

Step 1: Enter Basic Details

Under the Basic Details section, fill in:

1. WhatsApp Business Number – Enter the number onboarded on WhatsApp.
2. Account Name – Enter your Exotel account name.
3. Allow Lead Generation on Incoming Messages – Toggle this ON to enable automatic lead generation.
4. Lead Source – Select a lead source from the dropdown.


5. Click Next to proceed to the Service Provider page.


Step 2: Select Service Provider


1. On the Service Provider page, select WhatsApp Cloud as the provider.




6. Click Next to move to the Authentication page.


Step 3: Authentication Settings


1. Send Message URL – Enter the Exotel messaging endpoint in the format:

https://api.exotel.com/v2/accounts/<your_account_sid>/messages/leadsquared/whatsapp/<your_waba_number>

  • Replace <your_account_sid> with your Account SID.
  • Replace <your_waba_number> with the WABA number (including country code).

2. WhatsApp Number – This field is pre-filled from Step 1.
3. Permanent Access Token – Enter “N/A” for WhatsApp Cloud Integration.
4. Authentication Header Template – Enter the Base64 encoded format of your API key and token. Format:

Basic Base64_encoding of <your_api_key>:<your_api_token>

  • API key and token are available in the Exotel Dashboard:
    Dashboard → Settings → API Settings


5. Get Media URL – Enter:


https://api.exotel.com/accounts/<your_account_sid>/messages/leadsquared/whatsapp/{{mediaId}}

  • Replace <your_account_sid> with your Account SID.


6. WhatsApp Business Account ID – Enter the WABA ID associated with the onboarding number.

7. Notification Webhook URL – Once you complete the WhatsApp number configuration, this field will appear in the configuration and will be pre-filled. This field will be used for Delivery Reports (DLRs).



You must configure this webhook in Exotel by following these steps:

  1. Log in to Exotel Dashboard (my.exotel.com).
  2. Click WhatsApp in the left menu (redirects to the Messaging Console).
  3. Click Webhooks in the left menu.
  4. Under Number Level Webhook, locate the WhatsApp number and click the Edit icon.
  5. Copy the webhook URL from LeadSquared and paste it here. Click Save.
  6. The webhook will be activated in 15 minutes.


If you have any further concerns, please reach out to [email protected].