Send WhatsApp Leads to Pipeliner CRM
Yes. AeroChat writes directly into Pipeliner CRM. It answers the lead, takes their details and creates the contact and the lead in Pipeliner CRM, with the channel as the lead source, the right owner and a note, while the lead is still in the chat.
This recipe makes sure every new lead who talks to you in chat ends up in Pipeliner CRM with an owner and a note of what they asked about. Part of connecting Pipeliner CRM to WhatsApp and AI chat.
What happens today
Enquiries arrive on WhatsApp, Instagram and the website chat, often outside office hours. A rep answers the next morning and adds the lead to Pipeliner when there is time, sometimes without a company name or a source. Some never get entered because the conversation stayed on one person’s phone. Your lead source reports undercount chat, and nobody can say which leads are still waiting for an answer.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name, company and what they are looking for.
- It searches Pipeliner CRM by phone number and email, so a returning contact is not added twice.
- It creates the contact and a lead with the channel as the lead source.
- It sets the owner by your rule, for example by product or region.
- It adds a note with a short summary of the conversation.
What it looks like on WhatsApp
Customer: Hello, we need pricing for 200 ergonomic chairs for a new office. (example)
AeroChat: We can help with that. Which city is the office in, and when do you need the chairs delivered? Can I also take your name and company?
Customer: Kuala Lumpur, end of January. Hafiz, Meridian Insurance.
AeroChat: Thanks, Hafiz. Our corporate sales team will send you a quote within one working day.
In Pipeliner CRM: a new contact for Hafiz, a lead “200 ergonomic chairs, KL, end January” with lead source WhatsApp, owner set to the rep who covers Malaysia, and a note of the conversation.
The recipe
Copy this into AeroChat
When someone new 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 company, ask: “Can I take your name and company so our team can follow up?” Ask what they need and when, if they have not said.
- Search Pipeliner CRM for a contact with the phone number they are messaging from. If they gave an email, search by email too.
- If a contact exists and has an open lead or opportunity, add a note to it and do not create a new lead. If not, create a contact with their name, company, phone number and email if given.
- Create a lead linked to the contact, named with what they asked for, with the lead source set to the channel they used.
- Set the owner: Aisha for Singapore, Marco for Malaysia, Hana for everywhere else (example rule).
- Add a note to the lead with a two-line summary of what they need, quantities, location and timing.
- Tell them who will follow up and by when. If they ask to speak to someone now, hand the conversation to the owner.
Do not ask the same question twice. If they do not want to give their company, carry on helping and create the contact with what you have. Reply in the customer’s language.
Change the owners, the routing rule and the lead name format to the ones your Pipeliner space uses before you paste it.
What to connect
- Pipeliner CRM. A space administrator goes to Administration, then Units, Users & Roles, then Applications, creates an API application for AeroChat and allows it to read and create contacts, leads and notes. Copy the user name and password when they are shown and paste them in when AeroChat asks.
- Your knowledge base. Upload your product or service details and price guidance so AeroChat can answer before it asks for details.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Pipeliner CRM, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Pipeliner 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
- Which details AeroChat asks for before it creates the lead.
- How leads are routed to owners.
- How the lead is named and which lead sources are used.
- Who gets the handover.
The result to expect
Every chat lead is in Pipeliner CRM with its source, owner and a note, at any hour, without anyone typing it. Reps start the day with complete leads instead of a phone full of messages, and chat shows up properly in your lead source reports.
Measure it with your own numbers: leads created from chat, and how many become won opportunities, for a month before and after.
Next: book meetings from chat and log them in Pipeliner CRM.
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 Pipeliner CRM connection behind it. See what each channel does on the Pipeliner CRM integration page.
Send your first chat lead to Pipeliner CRM
Paste the recipe, add your Pipeliner credentials, and message your own number asking about your services.
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Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Pipeliner CRM for you, free. See plans.