# Workflows for LeadSquared

### 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="/files/ww41dXfYSUIaw2hms2Pl" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/Tt9YrQQL2q8zBzRCN0Tb" 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="/files/ROiSgAwr4OvodCoOuqip" alt=""><figcaption></figcaption></figure>

4. Click on Publish to send the selected message automatically be shared with the new lead that gets created.&#x20;

{% 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.&#x20;
{% 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="/files/ww41dXfYSUIaw2hms2Pl" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/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="/files/j1OaaOK4N7MUoW70grds" 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.&#x20;
{% 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="/files/ww41dXfYSUIaw2hms2Pl" 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="/files/ckv447JOkIH8tQhd5eFG" 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="/files/yf7brdTXSpK3C9w407Xg" alt=""><figcaption></figcaption></figure>

4. Click on Publish to send the selected message automatically on the scheduled time.&#x20;

{% 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.&#x20;
{% 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="/files/ww41dXfYSUIaw2hms2Pl" 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.&#x20;

<figure><img src="/files/EqvMQOlMIMvZATAj7MjD" 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="/files/InK1LWRplbvwumUOxlb4" 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.&#x20;
{% endhint %}

### Broadcast Messages on LeadSquared

To send broadcast messages on LeadSquared:

1. Select the contacts that you would like to send WhatsApp Messages.&#x20;
2. Click on Actions and choose the option - WhatsApp.&#x20;
3. A pop-up will open up for you to choose the Channel, Name the Campaign, and Choose the WhatsApp Template to be shared.&#x20;
4. Once you click on Send, you will get a confirmation that the messages were sent.

<figure><img src="/files/Liy7z1f4F1bycXmCETo2" alt=""><figcaption></figcaption></figure>


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