Send WhatsApp Leads to folk

Yes. AeroChat writes directly into folk. It answers the lead, takes their details and creates the person in the folk group you choose, with the source, consent and a note, while the lead is still in the chat.

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

What happens today

Enquiries arrive on WhatsApp, Instagram and the website chat, often from referrals. Some get added to folk with a name and nothing else, some sit in a teammate’s phone, and some never get a reply. When you look at your Leads group, you cannot tell where each person came from, what they asked for or whether they agreed to hear from you.

The flow that works

AeroChat answers the lead’s question first.
It asks for their name, their business and what they are looking for.
It searches folk by phone number, so a returning contact is not added twice.
It creates the person in your Leads group, with the channel as the source.
It asks once about marketing updates and records the answer.
It adds a note with a short summary of the conversation.

What it looks like on WhatsApp

Customer: Hi, a friend recommended you. Do you help startups with hiring? (example)

AeroChat: Yes, we help startups hire for engineering and sales roles. Can I take your name and your company, and which roles you are hiring for?

Customer: Jonas Berg, Kite Labs. Two backend engineers.

AeroChat: Thanks, Jonas. A consultant will message you today to go through the roles. Would you like to hear from us about hiring news and events?

Customer: Not for now.

In folk: a new person, Jonas Berg from Kite Labs, in the Leads group with Source set to WhatsApp (referral), Marketing consent set to no, and a note “Hiring two backend engineers”.

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.

If we do not have their name, ask: “Can I take your name and your business so our team can follow up?” Ask what they are looking for if they have not said.

Search folk for a person with the phone number they are messaging from. If they gave an email, search by email too.

If the person exists, add them to our Leads group if they are not in it, and do not create a new contact. If not, create the person with their name, phone number, email if given and company, in our Leads group (example).

Set the Source field to the channel they used, such as WhatsApp or Instagram, and add “referral” if they say someone recommended us (example field).

Ask once: “Would you like to hear from us about news and offers?” Save yes or no in the Marketing consent field (example).

Add a note to the person with a two-line summary of what they asked about and anything they said about budget or timing.

Tell them what happens next. If they ask to speak to someone, hand the conversation to our team.

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

Change the group and field names to the ones your folk workspace uses before you paste it.

What to connect

folk. Open Settings, go to the API section, click New API key, name it AeroChat and copy the key. Paste it in when AeroChat asks. Create the Source and Marketing consent fields in your Leads group first.
Your knowledge base. Upload your services, how you work and your price ranges 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 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 group new contacts go into.
Which fields AeroChat fills and what values it may use.
Where the consent answer is stored and how it is worded.
Who gets the handover.

The result to expect

Every chat lead is in folk with its source, consent and a note, at any hour, without anyone typing it. Your team follows up from folk instead of scrolling back through chats.

Measure it with your own numbers: contacts created from chat, and how many become deals, for a month before and after.

Next: qualify leads and create deals in 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.

Send your first chat lead to folk

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

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