Send WhatsApp Leads to Flowlu

By Alva Chew 5 min read Updated November 8, 2026

Yes. AeroChat writes directly into Flowlu. It answers the lead, takes their details and creates the account and the opportunity in your Flowlu pipeline, with the source, budget and a summary, while the lead is still in the chat.

This recipe makes sure every new lead who talks to you in chat ends up in Flowlu, in the right pipeline and stage, with a note of what they asked for. Part of connecting Flowlu to WhatsApp and AI chat.

What happens today

Enquiries come in on WhatsApp, Instagram and the website chat while your team is busy delivering projects. Some get a reply the next day, some are typed into Flowlu with half the details, and some stay on one person’s phone. When you review the pipeline, you cannot tell which channel brought the work in or what the lead first asked for.

The flow that works

  1. AeroChat answers the lead’s question first.
  2. It asks for their name, their company and what they need.
  3. It searches Flowlu by phone number, so a returning client is not added twice.
  4. It creates the account and an opportunity in your pipeline, with the channel as the source.
  5. It saves the budget and planned date if the lead gives them.
  6. It adds a short summary of the request to the opportunity.

What it looks like on WhatsApp

Client: Hello, do you do bookkeeping for small companies? (example)

AeroChat: Yes, we do monthly bookkeeping and year-end accounts for small companies. Can I take your name and your company, and roughly how many transactions you have a month?

Client: Marcus Lee, Lee Trading. Maybe 200 a month.

AeroChat: Thanks, Marcus. Our team will send you a quote for monthly bookkeeping by tomorrow.

In Flowlu: a new account for Lee Trading with Marcus Lee as the contact, and an opportunity “Monthly bookkeeping” in the Sales pipeline at the New stage, source WhatsApp, with the note “About 200 transactions a month, wants a quote”.

The recipe

Copy this into AeroChat

When someone new asks about our services, answer their question first from our knowledge base. Then follow these steps.

  1. 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 need if they have not said.
  2. Search Flowlu accounts for the phone number they are messaging from. If they gave an email, search by email too.
  3. If the account exists and has an open opportunity, add the new request to that opportunity’s description and do not create a new one. If not, create an account with their name, company, phone number and email if given.
  4. Create an opportunity linked to the account in our Sales pipeline at the New stage (example), named after what they asked for.
  5. Set the opportunity source to the channel they used, such as WhatsApp or Instagram.
  6. If they mention a budget or a date, save the budget and the planned close date on the opportunity.
  7. Add a two-line summary of what they asked for to the opportunity description.
  8. Tell them what happens next and by when. If they ask to speak to someone, hand the conversation to the owner of the account.

Do not ask the same question twice. If they do not want to give their name, carry on helping and create the account with their phone number. Reply in the customer’s language.

Change the pipeline, stage and source names to the ones your Flowlu account uses before you paste it.

What to connect

  • Flowlu. An administrator opens System Settings, then API Settings, creates an API key for AeroChat and copies it. Paste it in when AeroChat asks, with your Flowlu address.
  • Your knowledge base. Upload your services, price ranges and how you work 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 Flowlu, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Flowlu’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 source names AeroChat may use.
  • Who owns new accounts and opportunities.
  • Who gets the handover.

The result to expect

Every chat lead is in Flowlu with its source and a summary, at any hour, without anyone typing it. Your team works the pipeline instead of copying messages into it, and chat shows up in your source reports.

Measure it with your own numbers: opportunities created from chat, and how many are won, for a month before and after.

Next: answer invoice and project questions from Flowlu.

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 Flowlu connection behind it. See what each channel does on the Flowlu integration page.

Send your first chat lead to Flowlu

Paste the recipe, add your Flowlu key, and message your own number asking about your services.

Start your 7-day free trial. No credit card needed.

Sign up for an annual plan on Growth or above and we’ll set up your workflows and connect Flowlu for you, free. See plans.

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Answer Invoice and Project Questions on WhatsApp with Flowlu

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