Capture
Website forms and approved WhatsApp entry points create or update the correct lead record.
WhatsApp · CRM · lead ownership
WhatsApp CRM integration for leads that need a next step.
We connect approved WhatsApp channels with the CRM and operating process so every enquiry can have a source, owner, status, response rule and measurable outcome.
Connected lead handling
Move conversations from inbox activity to accountable pipeline work.
Routing
Rules assign owners by service, location, language or team without manual forwarding.
Follow-up
Tasks, reminders and templates support timely replies while keeping human approval where needed.
Reporting
Source, response time, stage changes and outcomes become visible without treating every chat as a sale.
Process before automation
A faster inbox is not enough if ownership is unclear.
We map what counts as new, qualified, scheduled, won and lost before building automations.
API, provider, message-template and consent requirements are confirmed against the selected WhatsApp and CRM setup.
A measurable process
From current state to a tested operating system.
- 01
Discovery
Confirm the offer, current tools, users, constraints and measurable outcome.
- 02
Plan
Map the content, process, integrations and checks before implementation.
- 03
Build
Implement the agreed scope with clear ownership and conversion actions.
- 04
Verify
Test the result, measurement and handoff before any production claim.
Frequently asked questions
What to confirm before starting.
Can personal WhatsApp be connected safely?
The correct route depends on the selected provider and platform rules. We recommend approved business integrations, not unsupported workarounds.
Can leads be assigned automatically?
Yes, when clear routing rules, team ownership and exception handling are agreed.
Will automation answer every message?
Not necessarily. High-value or sensitive conversations often need human review and escalation.
Can you connect website forms too?
Yes. Forms, ad leads and WhatsApp can feed one pipeline when consent, fields and deduplication are designed properly.
Start with a clear conversation
Want to connect WhatsApp to a real sales process?
Tell us which WhatsApp setup, CRM and lead sources you use. We will map the current handoff before proposing automation.
Related services