Send WhatsApp Leads to Creatio
Yes. AeroChat writes directly into Creatio. When a new enquiry arrives in chat, it creates the lead in your Creatio with the source and consent noted, and can book a callback in the owner’s Creatio calendar in the same conversation.
This recipe makes sure every lead who talks to you in chat ends up in Creatio, with their details, what they need and a next step. Part of connecting Creatio to WhatsApp and AI chat.
What happens today
Enquiries arrive on WhatsApp, Instagram and the website chat, and whoever replies means to add them to Creatio later. Some get added days later, some get added twice, and some stay in a phone. Nobody books the follow-up call, so the lead goes cold. When the team reports on lead sources, chat barely shows up.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name, company, email and what they need, and whether you may contact them.
- It searches Creatio by phone and email, so a known contact is not added twice.
- It creates the lead in Creatio with the channel as the source, a summary of the need and their consent.
- It offers a callback at a time the owner is free, and logs the call as an activity in Creatio.
What it looks like on WhatsApp
Customer: Hi, do you do payroll software for companies with about 80 staff? (example)
AeroChat: Yes, our payroll plan covers teams of that size, with leave and claims included. Can I take your name, company and email so a consultant can follow up? And may we contact you about this?
Customer: Priya Nair, Harbour Clinics, priya@example.com. Yes, please.
AeroChat: Thanks, Priya. Would a short call on Thursday at 11:00am or 2:00pm suit you?
Customer: 2pm.
AeroChat: Booked. Marcus will call you on Thursday at 2:00pm.
In Creatio: a new lead for Priya at Harbour Clinics, source WhatsApp, 80 staff and payroll noted, consent recorded, and a call activity in Marcus’s calendar for Thursday at 2:00pm.
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 details, ask: “Can I take your name, company and email so our team can follow up?”
- Ask whether we may contact them about their enquiry, and remember their answer.
- Search Creatio for a contact with that email, then with their phone number. If one exists, add a note to it with what they asked and do not create a lead.
- If there is none, create a lead in Creatio with their name, company, phone, email, the channel they used as the source, a two-line summary of what they need, and whether they agreed to be contacted.
- Offer a call with our sales team. Check the activities of the lead owner, Marcus (example), in Creatio for the next two working days and offer up to three 30-minute times between 9:00am and 6:00pm (example) that do not overlap an existing activity.
- When they choose one, create a call activity in Creatio at that time, owned by that person and linked to the lead, and confirm the day, time and who will call.
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. If they do not agree to be contacted, still answer their questions but do not book a call. Reply in the customer’s language.
Change the lead owner, working hours and call length to match your team before you paste it.
What to connect
- Creatio. An admin generates OAuth 2.0 client credentials for AeroChat in the OAuth 2.0 integrated applications settings, tied to a user that can read contacts and activities and create leads, notes and activities. Copy the Client Id, Client secret and your Creatio address, and paste them in when AeroChat asks. On-site Creatio needs Creatio’s Identity Service first.
- 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 Creatio, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Creatio’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 on the lead, and the source values it uses.
- Who owns new chat leads and whose calendar callbacks go into.
- When it asks for details: right away, or after answering.
- Who gets the handover when a lead asks for a person.
The result to expect
Every chat lead is in Creatio with a source, a summary and their consent, and many leave the chat with a call already booked. Your Creatio processes and reports include chat leads, and duplicates stop piling up.
Measure it with your own numbers: leads created from chat, and callbacks booked from chat, for a month before and after.
Next: open and track Creatio cases from chat.
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 Creatio connection behind it. See what each channel does on the Creatio integration page.
Send your first chat lead to Creatio
Paste the recipe, add your Creatio credentials, and message your own number asking for a quote.
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