Send WhatsApp Enquiries to LeadSquared Leads
This recipe makes sure every lead who talks to you in chat ends up in LeadSquared, with their details, the answers that qualify them and a note of what they asked about. Part of connecting LeadSquared to WhatsApp and AI chat.
What happens today
Leads arrive on WhatsApp and Instagram, and the person replying means to add them to LeadSquared later. Some get added, some get added twice, and some stay in a phone. When you look at where your opportunities come from, chat barely shows up, even though it brought in a good share of the conversations.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name and email, if it does not have them.
- It searches LeadSquared by email and phone, so a returning lead updates the existing lead.
- It creates or updates the lead, with the channel as the source.
- It asks your qualifying questions and, if the lead fits, opens an opportunity in the first stage.
- It adds a note with a short summary of the conversation.
The recipe
Copy this into AeroChat
When someone asks about our products or services, answer their question first from our knowledge base. Then follow these steps.
- If we do not have their name and email, ask: “Can I take your name and email so our team can follow up?”
- Search LeadSquared for a lead with that email, then with their phone number.
- If a lead exists, update their phone number if it is missing. If not, create a lead with their name, email, phone number and the channel they used, with the source set to chat (example).
- Ask what they need, their timing and their rough budget (example questions).
- If they have a timing within three months (example), create an opportunity linked to the lead in the Prospect stage (example), named with their name and what they need.
- Add a note to the lead with a two-line summary of what they asked about and their answers.
- If they ask to speak to someone, hand the conversation to the lead’s owner in LeadSquared, or to our sales team if there is no owner.
Do not ask for their email more than once. If they do not want to share it, carry on helping and create the lead with their phone number. Reply in the customer’s language.
Change the questions, the source value and the stage name to the ones your LeadSquared account uses before you paste it.
What to connect
- LeadSquared. Copy an administrator’s access key and secret key from Settings, then API and Webhooks. Paste them in when AeroChat asks.
- Your knowledge base. Upload your product or service details to AeroChat so it can answer before it asks for details.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect LeadSquared, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from LeadSquared’s public documentation, the checklist asks you to check it once against the current docs.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
What you still decide
- Which fields AeroChat fills, and the values it uses.
- Which questions qualify a lead, and when a lead becomes an opportunity.
- Who gets the handover.
The result to expect
Every chat lead is in LeadSquared with a source and a note, without anyone typing it. Qualified leads already have an opportunity, so your team starts with the context, and duplicates stop piling up.
Measure it with your own numbers: leads created from chat, and opportunities from chat, for a month before and after.
Next: answer application status questions.
Works on every chat channel
This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same LeadSquared connection behind it. See what each channel does on the LeadSquared integration page.
Send your first chat lead to LeadSquared
Paste the recipe, add your LeadSquared access key and secret key, and leave your own details in the chat.
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On Shopify? Install AeroChat from the Shopify App Store.