WhatsApp Auto Lead

The WhatsApp Auto Lead feature lets you convert new WhatsApp messages into Leads automatically. It saves time, keeps sources consistent, and makes sure leads are assigned and tracked without manual effort.

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Key Benefits

• Key Benefits : Why you will love Auto Lead
  • • Automates Lead Generation : Transforms incoming WhatsApp messages into leads with no manual work
  • • Saves Time : Minimizes data entry so your team focuses on follow-ups and closing
  • • Improves Lead Distribution : Routes leads to the right teammate by default rules
  • • Tracks Source Effectively : Captures the lead source for marketing ROI reporting

Configuration Options

• 1) Enable Auto Lead Capture : Toggle to automatically convert new WhatsApp messages to leads
  • • Component : Toggle switch
  • • Label : Acquire New Lead Automatically (convert new WhatsApp messages to lead)
  • • ON Behavior : System listens for new messages and creates leads using configured rules
  • • OFF Behavior : Automation disabled; you can create leads manually only
  • • When to use : Great for hands-free, always-on lead intake from chat
• 2) Lead Status : Default lifecycle stage for new leads
  • • Type : Dropdown (Required)
  • • Purpose : Sets the default status for all auto-created leads
  • • Common Values : New, In Progress, Contacted, Qualified, Closed
  • • Why it matters : Helps teams organize and prioritize the pipeline
• 3) Lead Source : Where the lead came from
  • • Type : Text Input (Required)
  • • Examples : whatsapp, facebook
  • • Marketing : Improves attribution and campaign performance analysis
• 4) Lead Assigned : Default assignee for new leads
  • • Type : Text Input (Optional)
  • • Purpose : Auto-assigns the lead to a teammate (e.g., account owner or round-robin)
  • • Note : If empty, lead remains unassigned or follows your assignment policy
• 5) Save Changes : Apply configuration
  • • Component : Button
  • • Effect : Commits the settings and activates automation based on your choices

Manual Lead Management

• Manual Lead Management : You still stay in control
  • • Edit : Change lead details such as status, notes, or tags
  • • Reassign : Move ownership to another teammate at any time
  • • Override : Update automated fields for priority cases

Implementation Requirements

• Implementation Requirements : Make sure these are ready
  • • WhatsApp Business Integration : Your WhatsApp number is connected to the system
  • • Valid Lead Source Mapping : Define sources like "whatsapp" and "facebook" for consistent reporting
  • • User Role Configuration : Grant permissions for lead creation, assignment, and viewing

Example Workflow

• Example Workflow : What happens after a new WhatsApp message
  • • Create : A new lead is added (e.g., status: In Progress)
  • • Source : Lead source set to whatsapp
  • • Assign : Lead optionally assigned to a default teammate
  • • Notify : Your team gets notified to follow up
  • • Track : Analytics update in real time