Send WhatsApp Leads to Teamleader Focus Deals
This recipe makes sure every lead who talks to you in chat ends up in Teamleader Focus as a contact with an open deal, a summary of what they asked and a task so someone follows up. Part of connecting Teamleader Focus to WhatsApp and AI chat.
What happens today
Enquiries arrive on WhatsApp and Instagram while the team is on site or in meetings. Someone means to create the deal in Teamleader later. Some get created, some get created twice, and some never leave the phone, so quotes go out late or not at all.
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 Teamleader Focus by email, so a returning lead updates the existing contact.
- It creates or updates the contact and company, and opens a deal in your first phase.
- It creates a task for the colleague who prepares the quote.
The recipe
Copy this into AeroChat
When someone asks about our 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 prepare a quote?”
- Ask what they need, where, and when they want it done.
- Search Teamleader Focus for a contact with that email. If one exists, add their phone number if it is missing. If not, create a contact with their name, email, phone number and the channel they used. If they gave a company, find it or create it and link the contact.
- Create a deal for the contact or company in the New phase, titled with the service and their company, with the source set to Chat (example values). Add their answers to the deal as a summary.
- Create a task due the next working day: “Prepare quote for chat lead”, assigned to our sales lead (example), linked to the deal.
- Tell them when they can expect the quote, for example within two working days.
Do not ask the same question twice. If they do not want to share their email, carry on helping and hand the conversation to our sales lead. Reply in the customer’s language.
Change the phase, source and task owner to the ones your Teamleader Focus account uses before you paste it.
What to connect
- Teamleader Focus. An admin creates an integration for private use on the Teamleader Marketplace build page with the contacts, companies, deals and tasks scopes, and copies its client ID and secret. Paste them in when AeroChat asks, then approve the access in Teamleader.
- Your knowledge base. Upload your 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 Teamleader Focus, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Teamleader Focus’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 questions AeroChat asks before it opens the deal.
- The phase a new deal starts in, and who gets the task.
- What the lead is told about when the quote arrives.
The result to expect
Every chat lead is a deal in Teamleader Focus with the details and a task on someone’s list, without anyone typing it. Quotes go out sooner, and your pipeline includes the work chat brings in.
Measure it with your own numbers: deals created from chat, and time from first message to quote sent, 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 Teamleader Focus connection behind it. See what each channel does on the Teamleader Focus integration page.
Send your first chat lead to Teamleader Focus
Paste the recipe, connect your Teamleader integration, and send your own enquiry from your phone.