Answer Deal Status Questions on WhatsApp with Pipeline CRM
This recipe answers “where are we with my proposal” in chat. AeroChat finds the customer’s open deal in Pipeline CRM, tells them where it stands in plain words, and records the question on the deal. Part of connecting Pipeline CRM to WhatsApp and AI chat.
What happens today
Customers who are waiting on a proposal, a contract or a start date message the shared WhatsApp number to ask what is happening. Whoever reads it has to find the deal, find the owner and ask them. The customer waits hours for an answer that is already in Pipeline CRM.
The flow that works
- AeroChat finds the customer in Pipeline CRM by phone, or by email if they give one.
- It looks up their open deal and its current stage.
- It tells them what that stage means, in the words you set for each stage.
- It adds a note to the deal that the customer asked.
- If they need more than the stage can tell them, it hands the conversation to the deal owner.
The recipe
Copy this into AeroChat
When a customer asks about their proposal, quote, contract or start date, follow these steps.
- Search Pipeline CRM for a person with their phone number. If there is no match, ask for the email they used with us and search again.
- Find their open deal. If they have more than one, ask which one they mean by its name.
- Tell them where it stands using these words (example stages): New Lead means “we have your request and will send a proposal within two working days”. Proposal Sent means “your proposal has been sent, check your email”. Negotiation means “we are finalising the terms with you”. Won means “everything is confirmed and our team will be in touch about next steps”.
- Add a note to the deal: “Customer asked for an update on chat” and the date.
- If they want to change something, ask about price, or the deal has no matching stage, hand the conversation to the deal owner.
Never share the deal value, probability or internal notes with the customer. Reply in the customer’s language.
Replace the example stages and wording with the stages your Pipeline CRM account uses before you paste it.
What to connect
- Pipeline CRM. An admin turns on API access under Settings, then API, and creates an API token for AeroChat with access to people and deals. Paste it in when AeroChat asks.
- Your team in AeroChat. Add your deal owners as AeroChat users so the handover reaches the right person.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Pipeline CRM, add your team, then switch it on. If it built the connection from Pipeline CRM’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
- What the customer is told for each stage.
- Which stages AeroChat answers and which go straight to the owner.
- What stays private, such as value and notes.
The result to expect
Customers get an answer about their deal in the same conversation, from the stage your team already keeps up to date. Owners hear about the questions that need them, and the shared number stops filling with “any update?” messages.
Measure it with your own numbers: status questions answered without a handover, and time to first reply, for a month before and after.
Next: turn chat leads into deals.
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 Pipeline CRM connection behind it. See what each channel does on the Pipeline CRM integration page.
Answer your first deal update from Pipeline CRM
Paste the recipe, add your Pipeline CRM token, and ask about a test deal from your own phone.