Send WhatsApp Leads to Salesflare
Yes. AeroChat writes directly into Salesflare. It answers the lead, takes their details and creates the contact and account in Salesflare, tagged with the channel, and opens an opportunity when they ask for a quote, while the lead is still in the chat.
This recipe makes sure every new lead who talks to you in chat ends up in Salesflare, with their account, the channel they came from and a note of what they asked for. Part of connecting Salesflare to WhatsApp and AI chat.
What happens today
Salesflare picks up leads from your email and calendar, but leads who message on WhatsApp, Instagram or the website chat never reach it on their own. Someone has to copy them in by hand. Some get typed in with half the details, some stay on one phone, and chat never shows up in your pipeline reports.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name, their company and what they are looking for.
- It searches Salesflare by phone number, so a returning contact is not added twice.
- It creates the account and the contact, tagged with the channel.
- It asks once about marketing updates and marks the contact opted out if they decline.
- If they ask for a quote, it opens an opportunity and leaves an internal note for the owner.
What it looks like on WhatsApp
Customer: Hello, can you quote for 500 branded notebooks? (example)
AeroChat: Yes, we can. Can I take your name and your company, and when you need them by?
Customer: Sofia Alvarez, Northwind Events. By 20 May.
AeroChat: Thanks, Sofia. Our team will send you a quote by tomorrow. Would you like to hear from us about new products and offers?
Customer: No thanks.
In Salesflare: a new account Northwind Events with the contact Sofia Alvarez, tagged “whatsapp” and marked opted out, an opportunity “500 branded notebooks” at the Lead stage with lead source WhatsApp, and an internal note mentioning the account owner.
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, ask: “Can I take your name and your company so our team can follow up?” Ask what they are looking for if they have not said.
- Search Salesflare contacts for the phone number they are messaging from. If they gave an email, search by email too.
- If the contact exists, do not create a new one. If not, find or create an account for their company, or under their own name if they have no company, and create the contact on it with their name, phone number and email if given.
- Add a tag for the channel they used, such as whatsapp or instagram.
- Ask once: “Would you like to hear from us about news and offers?” If they say no, mark the contact as opted out.
- If they ask for a quote or a proposal, create an opportunity on the account in our Sales pipeline at the Lead stage (example), named after what they asked for, with the channel as the lead source.
- Add an internal note to the account with a two-line summary of what they asked for, and mention the account owner.
- Tell them what happens next and by when. If they ask to speak to someone, hand the conversation to the account owner.
Do not ask the same question twice. If they do not want to give their name, carry on helping and create the contact with their phone number. Reply in the customer’s language.
Change the pipeline, stage and tags to the ones your Salesflare account uses before you paste it.
What to connect
- Salesflare. Open Settings, then API keys, click the orange plus button to create a key for AeroChat and copy it. Paste it in when AeroChat asks.
- Your knowledge base. Upload your products or services, price ranges and lead times 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 Salesflare, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Salesflare’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 pipeline and stage new opportunities go into.
- Which tags AeroChat may use.
- When a chat lead gets an opportunity, and when it stays a contact.
- Who gets the handover.
The result to expect
Every chat lead is in Salesflare next to the ones from your inbox, with its channel, consent and a note, at any hour, without anyone typing it. Chat shows up in your pipeline and your reports.
Measure it with your own numbers: contacts and opportunities created from chat, and how many are won, for a month before and after.
Next: book callbacks as Salesflare tasks.
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 Salesflare connection behind it. See what each channel does on the Salesflare integration page.
Send your first chat lead to Salesflare
Paste the recipe, add your Salesflare key, and message your own number asking about your services.
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