Send WhatsApp Leads to Kommo
Yes. AeroChat writes directly into Kommo. It answers the lead, takes their details and creates the contact and the lead in your Kommo pipeline, with the channel, tags, 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 Kommo, in the right pipeline and stage, with a note of what they asked about. Part of connecting Kommo to WhatsApp and AI chat.
What happens today
Leads arrive on WhatsApp, Instagram and the website chat, often in the evening or at the weekend. Some get an answer the next morning, some are added to Kommo with half the details, and some never make it past the phone they came in on. When you look at the pipeline, you cannot tell which channel brought the lead in or whether they agreed to hear from you.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name and what they are looking for.
- It searches Kommo by phone number, so a returning lead is not added twice.
- It creates the contact and a lead in your pipeline, tagged with the channel.
- 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, do you run weekend English classes for adults? (example)
AeroChat: Yes, we run Saturday morning classes at beginner, intermediate and advanced level. Which level are you at, and can I take your name?
Customer: Intermediate I think. I’m Ana Torres.
AeroChat: Thanks, Ana. Our team will send you the next start dates today. Would you also like to hear about new courses and offers?
Customer: No thanks, just the dates.
In Kommo: a new contact for Ana Torres and a lead in the Enrolments pipeline at the Incoming stage, tagged “whatsapp” and “adult-english”, marketing consent set to no, with a note that she wants intermediate Saturday class dates.
The recipe
Copy this into AeroChat
When someone new 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, ask: “Can I take your name so our team can follow up?” Ask what they are looking for if they have not said.
- Search Kommo for a contact with the phone number they are messaging from. If they gave an email, search by email too.
- If a contact exists and has an open lead, add a note to that lead and do not create a new one. If not, create a contact with their name, phone number and email if given.
- Create a lead linked to the contact in our Sales pipeline at the Incoming stage, named with what they asked about (example values).
- Add a tag for the channel they used, such as whatsapp or instagram, and a tag for the product or service they asked about.
- Ask once: “Would you like to hear from us about offers and news?” Save yes or no in the Marketing consent field on the contact (example).
- Add a note to the lead 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 the person responsible for the lead.
Do not ask the same question twice. If they do not want to give their name, carry on helping and create the contact with their phone number. Reply in the customer’s language.
Change the pipeline, stage, tags and consent field to the ones your Kommo account uses before you paste it.
What to connect
- Kommo. An account administrator goes to Settings, then Integrations, clicks Create integration and creates a private integration for AeroChat. On the Keys and scopes tab, they generate a long-lived token and copy it. Paste it in when AeroChat asks.
- Your knowledge base. Upload your product or service details, prices and opening hours 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 Kommo, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Kommo’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 leads go into.
- Which tags AeroChat 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 Kommo with its channel, tags, consent and a note, at any hour, without anyone typing it. Your team works the pipeline instead of copying messages into it, and chat shows up in your lead source reports.
Measure it with your own numbers: leads created from chat, and how many reach a won stage, for a month before and after.
Next: qualify leads and move them through your Kommo pipeline.
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 Kommo connection behind it. See what each channel does on the Kommo integration page.
Send your first chat lead to Kommo
Paste the recipe, add your Kommo token, and message your own number asking about your services.
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