LimeChat × LeadSquared — Integration Scope
Overview
Connect LimeChat with LeadSquared so new leads/opportunities automatically create a ticket in LimeChat, agents stay in sync across both systems, tags drive workflow updates, and stage/status changes trigger WhatsApp messages via Flow-builder.
What’s Included (Scope)
Auto-create ticket on new lead/opportunity When a new lead/opportunity is created in LeadSquared, a corresponding ticket (conversation) is created in LimeChat.
Two-way agent/owner sync
Changing the owner in LeadSquared updates the assigned agent on the linked LimeChat ticket.
Changing the assigned agent in LimeChat updates the owner in LeadSquared.
Requirement: the agent uses the same email on both platforms.
Two-way tag & field updates
LeadSquared field updates can auto-add tags to the linked LimeChat conversation.
Adding tags in LimeChat can update fields or post activities on the linked record in LeadSquared.
Flow-builder campaigns on stage/status change
Send messages to end users when a lead/opportunity stage or status changes.
How It Works (At a Glance)
Create Opportunity from LimeChat: Agents see a pre-filled form (built from your LeadSquared field configuration). They review and submit; an opportunity is created in LeadSquared and a linked ticket is ensured in LimeChat. Note: Dates use the YYYY-MM-DD format.
The process of submitting the form and ticket creation can be automated via LimeChat's automation rules feature.
Continuous Sync: The link between the LimeChat ticket and the LeadSquared record keeps ownership and tags/fields in sync, as described above.
Campaign Triggers: Flow-builder watches for stage/status changes in LeadSquared and sends the right message template to the end user.
Assumptions & Rules
Identity match: Agent email addresses must match across LeadSquared and LimeChat for assignment sync to work.
Linked records only: Two-way sync applies to records/tickets created or linked by this integration.
Field mapping: We’ll align required fields (e.g., name, email, phone, city, check-in/out dates) to your LeadSquared setup.
Security & Authentication
Integration uses secure header-based authentication configured by LimeChat. No credential storage or changes are required from your team beyond granting standard access for setup.
What We Need From You
Confirm field mappings (required vs optional) and any tag ↔ field/activity rules you want.
Ensure agent emails are consistent across both systems.
Provide test records and a short UAT window to validate create, assign, tag, and campaign flows.
Out of Scope
Historical backfills or retroactive re-assignment.
Custom business logic beyond the stated tag/field rules.
Non-LeadSquared CRMs or multi-CRM routing.
UAT Checklist
Create lead/opportunity in LeadSquared ⇒ Ticket appears in LimeChat.
Change owner in LeadSquared ⇒ Agent updates in LimeChat (and vice-versa).
Update a mapped field in LeadSquared ⇒ Tag appears on the LimeChat ticket.
Add a tag in LimeChat ⇒ Mapped field/activity updates in LeadSquared.
Change stage/status in LeadSquared ⇒ Message is sent via Flow-builder.
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