Send WhatsApp Leads to Clientify

By Alva Chew 5 min read Updated November 8, 2026

Yes. AeroChat writes directly into Clientify. When a new enquiry arrives in chat, it creates the contact in your Clientify with the channel as the source, their GDPR consent, the right tags and owner, and a note of what they asked.

This recipe makes sure every lead who talks to you in chat ends up in Clientify, ready for your team and your automations. Part of connecting Clientify to WhatsApp and AI chat.

What happens today

Leads arrive on WhatsApp and Instagram after an ad or a listing, and the person replying means to add them to Clientify later. Some get added without a source or consent, some get added twice, and some never get added. Your Clientify automations cannot nurture a lead that is not there, and chat barely shows up in your source reports.

The flow that works

  1. AeroChat answers the lead’s question first.
  2. It asks for their name and email, and whether they agree to be contacted.
  3. It searches Clientify by email and phone, so a returning lead updates the existing contact.
  4. It creates or updates the contact with the contact source, GDPR consent, owner and tags.
  5. It adds a note with a short summary of the conversation, and books a callback if they want one.

What it looks like on WhatsApp

Customer: Hola, do you still have places on the digital marketing course starting in February? (example)

AeroChat: Yes, there are still places on the February intake, in person in Madrid or online. Can I take your name and email so an advisor can send you the programme? And do you agree to us contacting you about the course?

Customer: Marta Gil, marta@example.com. Sí, OK.

AeroChat: Thanks, Marta. Pablo will send you the programme today. Would you like a call to go through it?

Customer: Not yet, thanks.

In Clientify: a new contact for Marta, contact source WhatsApp, GDPR consent accepted, tagged “Digital marketing February”, owned by Pablo, with a note that she asked about the February intake and does not want a call yet.

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.

  1. If we do not have their name and email, ask: “Can I take your name and email so our team can follow up?”
  2. Ask whether they agree to us contacting them about their enquiry, and remember their answer.
  3. Search Clientify for a contact with that email, then with their phone number.
  4. If a contact exists, add the phone number or email if it is missing. If not, create a contact with their first name, last name, email, phone, the channel they used as the contact source, and GDPR consent set to their answer.
  5. Add a tag for what they asked about, using only these tags: Digital marketing February, Data analytics, Company training (example).
  6. Assign the contact to Pablo (example) if it has no owner.
  7. Add a note to the contact with a two-line summary of what they asked and anything they said about timing or budget.
  8. Ask if they would like a call. If yes, offer up to three times in the next two working days between 9:00am and 6:00pm (example), then create a task in Clientify at the time they choose, assigned to the contact’s owner and linked to the contact.

Do not ask for their email more than once. If they do not want to share it, carry on helping and create the contact with their phone number. If they do not agree to be contacted, record that and do not offer a call. Reply in the customer’s language.

Change the tags, owner and call hours to the ones your Clientify account uses before you paste it.

What to connect

  • Clientify. Make sure the API access add-on is active on your Clientify account, then copy your account’s API key and paste it in when AeroChat asks.
  • Your knowledge base. Upload your product, course 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 Clientify, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Clientify’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 and tags AeroChat fills, and the contact source values it uses.
  • Who owns new chat leads.
  • When it asks for details: right away, or after answering.
  • Whether it offers a callback, and in which hours.

The result to expect

Every chat lead is in Clientify with a source, consent, tags and a note, without anyone typing it. Your Clientify automations and reports include chat leads, and duplicates stop piling up.

Measure it with your own numbers: contacts created from chat, and deals that started in chat, for a month before and after.

Next: qualify chat leads into Clientify 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 Clientify connection behind it. See what each channel does on the Clientify integration page.

Send your first chat lead to Clientify

Paste the recipe, add your Clientify API key, and leave your own details in the chat.

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Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Clientify for you, free. See plans.

More in this section

Qualify Chat Leads into Clientify Deals

Read more →