> ## Documentation Index
> Fetch the complete documentation index at: https://docs-next.gallabox.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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**.

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls5.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=660a91e97b599b320a291a1ac9c77880" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls5.mp4" />
</Frame>

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

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls6.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=378f21449800103e1f1eef6123cf2fa2" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls6.mp4" />
</Frame>

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**.

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls7.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=eb3ee69f09ed6308b1326bdb06ef3f42" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls7.mp4" />
</Frame>

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

<Info>
  Make sure that the template message you want to share is already copy & pasted on your Leadsquared account from your Gallabox Account.
</Info>

### 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**.

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls5.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=660a91e97b599b320a291a1ac9c77880" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls5.mp4" />
</Frame>

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

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls9.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=9c8aff6e03bfe05c0e9a3030a4b2acf3" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls9.mp4" />
</Frame>

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

<Info>
  Make sure that the template message you want to share is already copy & pasted on your Leadsquared account from your Gallabox Account.
</Info>

### 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**.

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls5.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=660a91e97b599b320a291a1ac9c77880" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls5.mp4" />
</Frame>

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

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls10.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=420e34a45b212e0607e75e15f046e446" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls10.mp4" />
</Frame>

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**.

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls11.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=2047e4749eac889e90ff16609bca7ab1" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls11.mp4" />
</Frame>

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

<Info>
  Make sure that the template message you want to share is already copy & pasted on your Leadsquared account from your Gallabox Account.
</Info>

### 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**.

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/ls5.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=660a91e97b599b320a291a1ac9c77880" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/ls5.mp4" />
</Frame>

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.

<Frame>
  <video src="https://mintcdn.com/gallabox/zLr1bn4U7TLbupvD/images/lead-added-to-the-list.mp4?fit=max&auto=format&n=zLr1bn4U7TLbupvD&q=85&s=42feba197d26e2607f64947a6cef6ea5" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/lead-added-to-the-list.mp4" />
</Frame>

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**.

<Frame>
  <video src="https://mintcdn.com/gallabox/uG1_eXMWKizfNJ6h/images/condition-or-action.mp4?fit=max&auto=format&n=uG1_eXMWKizfNJ6h&q=85&s=4633ddc6346f6ac6cf3eb32515e16aec" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/condition-or-action.mp4" />
</Frame>

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

<Info>
  Make sure that the template message you want to share is already copy & pasted on your Leadsquared account from your Gallabox Account.
</Info>

### 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.

<Frame>
  <video src="https://mintcdn.com/gallabox/zlyXiaXI2I0eCp1u/images/send-broadcast-messages-from-ls.mp4?fit=max&auto=format&n=zlyXiaXI2I0eCp1u&q=85&s=56b34dc8f4eab00bed2462cb6f354401" autoPlay loop muted playsInline controls className="w-full aspect-video" data-path="images/send-broadcast-messages-from-ls.mp4" />
</Frame>
