> For the complete documentation index, see [llms.txt](https://gallabox.gitbook.io/gallabox-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://gallabox.gitbook.io/gallabox-docs/integration/customer-relationship-management-crm-systems/leadsquared/workflows-for-leadsquared.md).

# Workflows for LeadSquared

LeadSquared New Lead Automation website offers step-by-step guidance on creating automated workflows. Learn how to send WhatsApp messages to new leads effortlessly.

### LeadSquared New Lead Automation

1. From the top navigation click on **Workflow** and select **Automation.** Click on **+ Create Automation** and then click on **Build from Scratch**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FRcUSBJb4mSQJEJy0cUWR%2Fls5.gif?alt=media&amp;token=bddc15c1-09be-4278-b6e0-d7d9fe50e339" alt=""><figcaption></figcaption></figure>

2. Click on **New Lead** and **Save**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FssdeA8r13iM0IYspwFbE%2Fls6.gif?alt=media&amp;token=ff549ca3-3f68-4a62-9aad-feb7896245be" alt=""><figcaption></figcaption></figure>

3. Click on + and **Actions** drop-down will open and select **Messaging** and under that Click on the option **WhatsApp.** Select the desired template and click on **Save**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FmiRmyMzVmfjmiuCV2vde%2Fls7.gif?alt=media&amp;token=8c9e5ef4-20a0-4823-a4af-e9e1c5a3134f" alt=""><figcaption></figcaption></figure>

4. Click on Publish to send the selected message automatically be shared with the new lead that gets created.

{% hint style="info" %}
Make sure that the template message you want to share is already copy & pasted on your Leadsquared account from your Gallabox Account.
{% endhint %}

### Lead Update Notifications

1. From the top navigation click on **Workflow** and select **Automation.** Click on **+ Create Automation** and then click on **Build from Scratch**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FRcUSBJb4mSQJEJy0cUWR%2Fls5.gif?alt=media&amp;token=bddc15c1-09be-4278-b6e0-d7d9fe50e339" alt=""><figcaption></figcaption></figure>

2. Click on **Lead Update,** select the desired lead field and click on **Save**.

<figure><img src="broken://files/5WZWAYXqHZb2MvVDTBUn" alt=""><figcaption></figcaption></figure>

3. Click on + and **Actions** drop-down will open and select **Messaging** and under that Click on the option **WhatsApp.** Select the desired template and click on **Save**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FxpN7fSJm9pUj2QUoKnZ4%2Fls9.gif?alt=media&amp;token=31d23ada-e0aa-410a-90ae-21f4d0351ace" alt=""><figcaption></figcaption></figure>

4. Click on Publish to send the selected message automatically once the lead gets updated.

{% hint style="info" %}
Make sure that the template message you want to share is already copy & pasted on your Leadsquared account from your Gallabox Account.
{% endhint %}

### Scheduled WhatsApp Messages

1. From the top navigation click on **Workflow** and select **Automation.** Click on **+ Create Automation** and then click on **Build from Scratch**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FRcUSBJb4mSQJEJy0cUWR%2Fls5.gif?alt=media&amp;token=bddc15c1-09be-4278-b6e0-d7d9fe50e339" alt=""><figcaption></figcaption></figure>

2. Click on **Lead Field,** select the scheduled time & date to send the message and click on **Save**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2Fhq0iWTVjgmSPnyiNHvFS%2Fls10.gif?alt=media&amp;token=6efc564b-2713-486f-80d1-e403ca3174ba" alt=""><figcaption></figcaption></figure>

3. Click on + and **Actions** drop-down will open and select **Messaging** and under that Click on the option **WhatsApp.** Select the desired template and click on **Save**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FZLlISavXMgS9z9WBGU6O%2Fls11.gif?alt=media&amp;token=6998b51e-f6b9-4d7e-a625-00c7e2976aa7" alt=""><figcaption></figcaption></figure>

4. Click on Publish to send the selected message automatically on the scheduled time.

{% hint style="info" %}
Make sure that the template message you want to share is already copy & pasted on your Leadsquared account from your Gallabox Account.
{% endhint %}

### List-Based WhatsApp Messages

1. From the top navigation click on **Workflow** and select **Automation.** Click on **+ Create Automation** and then click on **Build from Scratch**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FRcUSBJb4mSQJEJy0cUWR%2Fls5.gif?alt=media&amp;token=bddc15c1-09be-4278-b6e0-d7d9fe50e339" alt=""><figcaption></figcaption></figure>

2. Click on **Lead Added to list,** and select the list from Available static list and click on **Save**. If you haven't created any List on LeadSquared, go to [List Management](https://help.leadsquared.com/list-management-feature-guide/) and create one.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FMrJwq8xP0xauK8HLRmvb%2FLead%20added%20to%20the%20list.gif?alt=media&amp;token=df9d7b73-60a9-44aa-96fa-ab1065eeb118" alt=""><figcaption></figcaption></figure>

2. Click on + and **Actions** drop-down will open and select **Messaging** and under that Click on the option **WhatsApp.** Select the desired template and click on **Save**.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2FeEJpEVPl9E8r7HlKRYtM%2FCondition%20or%20Action.gif?alt=media&amp;token=093c9971-7254-48c6-8964-f72775de05ac" alt=""><figcaption></figcaption></figure>

4. Click on Publish to send the selected message automatically when a lead is added to a static list.

{% hint style="info" %}
Make sure that the template message you want to share is already copy & pasted on your Leadsquared account from your Gallabox Account.
{% endhint %}

### Broadcast Messages on LeadSquared

To send broadcast messages on LeadSquared:

1. Select the contacts that you would like to send WhatsApp Messages.
2. Click on Actions and choose the option - WhatsApp.
3. A pop-up will open up for you to choose the Channel, Name the Campaign, and Choose the WhatsApp Template to be shared.
4. Once you click on Send, you will get a confirmation that the messages were sent.

<figure><img src="https://3137140735-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FZcl3T6ePz95GpzjAeOLW%2Fuploads%2F0mKuD8luKHhvXU3P9Jur%2FSend%20Broadcast%20Messages%20from%20LS.gif?alt=media&amp;token=11d059e3-0d16-4e5f-90d5-30b41f81de2c" alt=""><figcaption></figcaption></figure>
