Qualify Chat Leads into Clientify Deals

Yes. AeroChat writes directly into Clientify. It asks your qualifying questions in chat, then opens a deal in the right Clientify pipeline and stage, linked to the contact, with the amount, the expected close date and the answers in a note.

This recipe turns chat enquiries into qualified Clientify deals, so your sales team starts from a filled-in deal instead of a phone number. Part of connecting Clientify to WhatsApp and AI chat.

What happens today

A lead asks for a proposal on WhatsApp. Someone replies with a few questions, waits, and forgets to note the answers. The deal gets created days later, if at all, with no amount and no date, so the pipeline in Clientify does not show what is really coming. Leads who answered everything still wait for someone to act.

The flow that works

AeroChat answers the lead’s first question.
It asks your qualifying questions, one at a time.
It finds the contact in Clientify by phone or email, or creates it.
It reads your pipelines and stages, and opens a deal in the right one, linked to the contact.
It adds the answers as a note and tells the lead what happens next.

What it looks like on WhatsApp

Customer: Hi, we’re looking for a cleaning contract for our offices in Barcelona. (example)

AeroChat: We can help with that. How many square metres are the offices, and how many days a week would you want cleaning?

Customer: About 900 m2, five days a week.

AeroChat: Thanks. When would you like to start, and do you have a monthly budget in mind?

Customer: From 1 April. Around 2,500 euros a month.

AeroChat: Got it. Elena will send you a proposal by Friday.

In Clientify: a deal “Office cleaning, Barcelona, 900 m2” for 30,000 in the Proposal stage of the sales pipeline, expected close 1 April, linked to the contact and owned by Elena, with the answers in a note.

The recipe

Copy this into AeroChat

When a lead asks for a proposal, a quote or pricing, follow these steps.

Answer their first question from our knowledge base.

Ask these questions one at a time: what they need, the size or quantity, when they want to start, and their rough monthly budget (example questions).

Find their contact in Clientify by the phone number they are messaging from, then by email. If there is none, ask for their name and email, ask whether they agree to be contacted, and create the contact with the channel as the contact source and GDPR consent set to their answer.

If the budget is 1,000 euros a month or more (example), create a deal linked to the contact, named after what they need, with twelve months of the budget as the amount, the start date as the expected close date, in the Proposal stage of our sales pipeline (example). Otherwise, create the deal in the New stage.

Add a note to the deal with every answer in their own words.

Tell them the contact’s owner will send a proposal by the end of the week (example). If they ask to speak to someone now, hand the conversation to the owner.

If the contact already has an open deal for the same thing, add the note to that deal instead of creating a new one. Never quote prices that are not in our knowledge base. Reply in the customer’s language.

Change the questions, the budget threshold and the pipeline and stage names 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 services and the prices you are happy to share, so AeroChat answers before it qualifies.

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 questions qualify a lead, and in what order.
Which pipeline and stage each kind of lead goes into.
How the deal amount is worked out from the answers.
Who owns new deals and who gets the handover.

The result to expect

Qualified chat leads arrive in Clientify as deals with an amount, a date and the answers attached, so your pipeline shows what chat is really bringing in. Your sales team spends its time on proposals, not on asking the same questions again.

Measure it with your own numbers: deals created from chat and the value in your pipeline from chat, for a month before and after.

Next: send WhatsApp leads to Clientify.

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.

Create your first Clientify deal from chat

Paste the recipe, add your Clientify API key, and message your own number asking for a proposal.

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