Send WhatsApp Leads to Attio as People and Deals
This recipe makes sure every lead who talks to you in chat ends up in Attio, with their details, the answers that qualify them and a note of what they asked about. Part of connecting Attio to WhatsApp and AI chat.
What happens today
Leads arrive on WhatsApp and Instagram, and the person replying means to add them to Attio later. Some get added, some get added twice, and some stay in a phone. When you look at where your deals come from, chat barely shows up, even though it brought in a good share of the conversations.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name and email, if it does not have them.
- It searches Attio by email and phone, so a returning lead updates the existing person record.
- It creates or updates the person record, with the channel as the source.
- It asks your qualifying questions and, if the lead fits, opens a deal in the first stage.
- It adds a note with a short summary of the conversation.
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 name and email, ask: “Can I take your name and email so our team can follow up?”
- Search Attio for a person record with that email, then with their phone number.
- If a person record exists, update their phone number if it is missing. If not, create a person record with their name, email, phone number and the channel they used, with the source set to chat (example).
- Ask what they need, their timing and their rough budget (example questions).
- If they have a timing within three months (example), create a deal linked to the person record in the Lead stage (example), named with their name and what they need.
- Add a note to the person record with a two-line summary of what they asked about and their answers.
- If they ask to speak to someone, hand the conversation to the person record’s owner in Attio, or to our sales team if there is no owner.
Do not ask for their email more than once. If they do not want to share it, carry on helping and create the person record with their phone number. Reply in the customer’s language.
Change the questions, the source value and the stage name to the ones your Attio account uses before you paste it.
What to connect
- Attio. Generate an API key in the workspace’s developer settings with read and write access to records and notes. Paste it in when AeroChat asks.
- 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 Attio, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Attio’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, and the values it uses.
- Which questions qualify a lead, and when a lead becomes a deal.
- Who gets the handover.
The result to expect
Every chat lead is in Attio with a source and a note, without anyone typing it. Qualified leads already have a deal, so your team starts with the context, and duplicates stop piling up.
Measure it with your own numbers: people created from chat, and deals from chat, for a month before and after.
Next: answer deal status 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 Attio connection behind it. See what each channel does on the Attio integration page.
Send your first chat lead to Attio
Paste the recipe, add your Attio API key, and leave your own details in the chat.
Start your 7-day free trial. No credit card needed.
On Shopify? Install AeroChat from the Shopify App Store.