Qualify WhatsApp Leads and Create Deals in folk

Yes. AeroChat writes directly into folk. It asks your qualifying questions in the chat, creates a deal linked to the person with its value and status, and sets a follow-up task for your team, so your pipeline in folk is sorted before anyone replies.

This recipe turns new enquiries into qualified deals in folk, with the answers saved and the next step booked. Part of connecting folk to WhatsApp and AI chat.

What happens today

New contacts land in folk, and then someone has to ask the same questions before anyone knows whether there is work in it: what they need, when, and what budget. Strong leads wait behind weak ones, and deals get created late or not at all, so the pipeline view never matches what is really coming in.

The flow that works

AeroChat finds the person in folk, or creates them in your Leads group.
It asks your qualifying questions one at a time, in a natural way.
For a lead that fits, it creates a deal linked to the person, with the value and a Qualified status.
For a lead that does not fit yet, it sets their status to Nurture.
For a qualified lead, it agrees a call and creates a task for your teammate.
It adds a note with the answers.

What it looks like on WhatsApp

Customer: We need help redesigning our online store. (example)

AeroChat: Happy to help. When would you like the new store live, and what budget do you have in mind?

Customer: Before June, around 12,000.

AeroChat: Thanks. That fits our store redesign service. Would you like Aisha from our team to call you? She is free on Tuesday at 10am or Wednesday at 3pm.

Customer: Wednesday at 3.

In folk: a deal “Online store redesign” linked to the customer, with Status set to Qualified and Deal value 12,000. A task “Discovery call” is assigned to Aisha for Wednesday at 3pm, and a note records the timeline and budget.

The recipe

Copy this into AeroChat

When a new lead asks for a quote or says they want to work with us, answer their first question from our knowledge base. Then follow these steps.

Search folk for a person with the phone number they are messaging from. If there is none, create them in our Leads group with their name, phone number and company (example group).

Ask, one at a time: what they need, when they want it done, and their budget (example questions). Skip any question they have already answered.

If the budget is at least 5,000 and they want to start within four months (example rule), create a deal in the Leads group named after their company and the service, linked to the person, with Status set to Qualified and Deal value set to their budget (example fields).

If they do not fit the rule, set the person’s Status field to Nurture, thank them, and tell them we will be in touch when we have something that suits them.

For a qualified lead, offer two times for a call within our hours, Monday to Friday 9am to 6pm (example). Create a task linked to the person titled “Discovery call”, due at the time they choose, assigned to our sales lead (example). Confirm the time and the name of the person who will call.

Add a note to the person with a short summary of their answers.

Ask the questions conversationally, not as a form. Never quote prices that are not in our knowledge base. If they ask to speak to someone now, hand the conversation over. Reply in the customer’s language.

Change the group, the deal fields, the status values, the questions and the rule to match your folk workspace before you paste it.

What to connect

folk. Open Settings, go to the API section, click New API key and copy it. Paste it in when AeroChat asks. Set up deals in the group you use, with the Status and Deal value fields the recipe fills.
Your knowledge base. Upload your services and price ranges so AeroChat can answer before it qualifies.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect folk, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from folk’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.
The rule that creates a deal or sends a lead to Nurture.
Which deal fields and status values AeroChat uses.
Who gets the follow-up task.

The result to expect

Your team opens folk to a pipeline where qualified leads already have a deal, a value and a call booked. Nobody spends the morning asking the same questions again.

Measure it with your own numbers: time from first message to first call, and how many qualified deals are won, for a month before and after.

Next: send WhatsApp leads to folk.

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

Qualify your first chat lead in folk

Paste the recipe, add your folk key, and message your own number as a new lead.

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