Send WhatsApp Leads to the Holded CRM
This recipe makes sure every lead who talks to you in chat ends up in Holded, as a contact with an opportunity in your sales funnel and a note of what they asked about. Part of connecting Holded to WhatsApp and AI chat.
What happens today
Enquiries arrive on WhatsApp and Instagram, and Holded only hears about the client when it is time to send the invoice. The funnel in the Holded CRM stays half empty, nobody can see which enquiries are waiting for a quote, and some go cold before anyone replies.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name, email and company, and what they need.
- It searches Holded for the contact, so a returning client updates the existing record.
- It creates or updates the contact and opens an opportunity in your sales funnel.
- It adds a note to the opportunity with the details 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, email and company so we can send you a quote?”
- Ask what they need and when they need it.
- Search Holded for a contact with that email or company name. If one exists, add their phone number if it is missing. If not, create a contact with their name, company, email, phone number and the channel they used.
- Create an opportunity for the contact in our Sales funnel at the New Enquiry stage, titled with the service and their company (example values).
- Add a note to the opportunity with what they need, their timing and anything they said about budget.
- Tell them our team will send a quote within two working days (example). If they ask to speak to someone, hand the conversation to our sales team.
Do not ask the same question twice. If they do not want to share their email, carry on helping and create the contact with their phone number. Reply in the customer’s language.
Change the funnel and stage names to the ones your Holded account uses before you paste it.
What to connect
- Holded. In Settings, go to Developers, then Credentials, and add an API token with access to Contacts and CRM. Copy it when it is shown and paste it 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 Holded, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Holded’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 funnel and stage new opportunities go into.
- Which questions AeroChat asks before it creates the opportunity.
- What the lead is told about when the quote arrives.
The result to expect
Every chat lead is in your Holded CRM with an opportunity and a note, without anyone typing it. The funnel shows what is waiting for a quote, and the same contact is ready when you send the invoice.
Measure it with your own numbers: opportunities created from chat, and chat-sourced opportunities won, for a month before and after.
Next: answer invoice 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 Holded connection behind it. See what each channel does on the Holded integration page.
Send your first chat lead to Holded
Paste the recipe, add your Holded API token, and send your own enquiry from your phone.