--- title: Configure Exotel's Whatsapp Integration with LeadSquared slug: messaging-apis/configure-exotels-whatsapp-integration-with-leadsquared docTags: createdAt: 2025-10-06T14:43:28.797Z --- **Pre-requisites** **Exotel** 1. WhatsApp onboarding for the phone number to be used with LeadSquared is completed. 2. Infra URL & credentials are available with you (shared during onboarding) To activate a new phone number with Whatsapp business API via Exotel, reach out to your Exotel account manager or drop a note to **hello\@exotel.in** **LeadSquared** 1. Customers should have WhatsApp add-on enabled on their LeadSquared account. **Steps to install WhatsApp on LeadSquared** **Step 1**: Login to your LeadSquared application and head to the Apps Marketplace. **Step 2:** Search with the keyword WhatsApp. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/oqbweW8zWAh3eGUPag2E8-20260729-062309.png?1675505433) **Step 3**: Click INSTALL on the WhatsApp Messaging Connector plugin. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/nc57m0Lza4iHqIRNRbp0u-20260729-062307.png?1675505433) **Step 4: **Once installed, hover your cursor over ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/7sCEnMszGokZmsGH0HfKS-20260729-062306.png?1675505433) and click Configure. **Step 5: **On the Configure WhatsApp Business pop-up, click Add Number. **Configuration** To install Exotel Whatsapp on LeadSquared, perform the following: **Step 1: **Under the Basic Details section, enter the following parameters: **WhatsApp Business Number** - Enter the business number onboarded on WhatsApp **Account Name** - Enter the Account Name in the text box. **Allow Lead Generation on incoming message** - Toggle the allow lead generation on incoming message to enable Lead Source option. **Lead Source** - From the dropdown, select a lead source for your leads. Once you’re done, click Next. The Service Provider page would show up. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/Y5kvFBj75UPRAh7I_4rPm-20260729-062308.png?1675505433) **Step 2: **On the Service Provider page, select Exotel as the service provider. Click Next. The Authentication page appears. **Step 3: **On the Authentication page, enter the following parameters: **Client Base URL** - Enter the Base URL provided to you by Exotel upon onboarding your phone number on Whatsapp **Whatsapp Number** - Enter the business number onboarded on WhatsApp. **Username - **Enter the username provided to you by Exotel upon onboarding your phone number on Whatsapp **Password - **Enter the password provided to you by Exotel upon onboarding your phone number on Whatsapp **Webhook URL** - The Webhook URL is disabled by default. - Copy the Webhook URL. - Share the following details of your Whatsapp-enabled phone number with Exotel support at hello\@exotel.in mentioning that you’d like to configure the Webhook URL to mentioned Whatsapp business phone number - **URL** : Exotel.abc.net port XXXX - **Username**: Abcorp - **Password**: XXXXXXXX - **Phone number**: 734550771X - **Webhook URL** ( From LeadSquared) - The support team would configure the callbacks with your Whatsapp phone number and the integration is ready to use. Wait for the confirmation from the support team to proceed further. ( ETA: \<24 hours) Once you’re done, click Next. The Converse Settings page would show up. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/ZIThS_dElPwdWcVZU3h6E-20260729-062310.png?1675505433) **Step 4: **On the Converse Settings Page, if you want to enable the configure, enable the toggle or keep it disabled. Once you’re done, click Next. The Advanced Settings page would show up. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/repG3V3yI_wHeJ7wYUCxH-20260729-062310.png?1675505433) **Step 5: **On the Advanced Settings page, enter the following parameters: **Activity Mapping** - Click the arrow next to Activity Mapping to view the list. A LeadSquared activity field to your WhatsApp messages. This is the activity that will be posted every time a WhatsApp message is sent or received. **Default WhatsApp Number Field** - Click the arrow next to Default WhatsApp Number Field to view the list. The number you set as the default phone number will be automatically selected when you are sending a WhatsApp message to a lead. **Default Country Code** - Enter Default Country Code in format + Country Code i.e. +1. Enable Rich Media Template Support - If you want to include media files in your WhatsApp message, you must enable the slider. **Enable Rich Media Template Support **- If you want to include media files in your WhatsApp message, you must enable the ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/TMUgprnbOu1khXaYUqNQ6-20260729-062307.png?1675505433) slider. **Enable HSM - **Disable HSM to use Exotel Whatsapp APIs **Show URL Preview in Custom Messages - **Disable URL Preview to use Exotel Whatsapp APIs **Compliance Type** - Here, you can select the compliance type for the WhatsApp template, by choosing either WhatsApp Opt-out or Opt-in. **OptOut** - Send Message to Only Opted-in members (Excluding Opted-out). **Opt-In -** Message will be sent to all the leads except Opt-Out fields. **WhatsApp Opt-out –** Select a lead field for the WhatsApp opt-in/opt-out functionality. Your leads can opt-in or out of receiving WhatsApp messages on the basis of this field. Once you’re done entering the required details, click Save. ![](https://api.archbee.com/api/optimize/SK2urIgCC2ml99YyqWOSl/YKfM3N-Ir44Nx2BjjGFuH-20260729-062311.png?1675505434) **Note:** In order to use templates whitelisted on the META business manager dashboard provided by Exotel, these would need to be added to the LeadSquared dashboard.