Add WhatsApp Leads to Less Annoying CRM
This recipe makes sure every lead who talks to you in chat ends up in Less Annoying CRM, with their details, a note of what they asked about and a task so someone follows up. Part of connecting Less Annoying CRM to WhatsApp and AI chat.
What happens today
Enquiries arrive on WhatsApp and Instagram while you are with a client. You mean to add them to the CRM later, and some never get added. The ones that do often have no note, so the follow-up call starts with “remind me what you were after”.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name and email, if it does not have them.
- It searches Less Annoying CRM by email and phone, so a returning lead updates the existing contact.
- It creates or updates the contact and adds them to your sales pipeline.
- It adds a note of the conversation and a follow-up task for the right person.
The recipe
Copy this into AeroChat
When someone asks about our services, answer their question first from our knowledge base. Then follow these steps.
- If we do not have their name and email, ask: “Can I take your name and email so we can follow up?”
- Search Less Annoying CRM for a contact with that email, then with their phone number.
- If a contact exists, add their phone number if it is missing. If not, create a contact with their name, email, phone number and the channel they used, and their company if they gave one.
- If the contact is not in our Sales pipeline, add them at the New Enquiry status (example values).
- Add a note to the contact with a two-line summary of what they asked about and anything they said about budget or timing.
- Create a task due the next working day: “Follow up chat enquiry”, assigned to the user who owns the contact, or to our sales lead if there is none (example).
Do not ask for their email more than once. If they do not want to share it, carry on helping and create the contact with their phone number. Reply in the customer’s language.
Change the pipeline, status and task owner to the ones your Less Annoying CRM account uses before you paste it.
What to connect
- Less Annoying CRM. On the Programmer API settings page, create an API key with read, create and edit permission. Copy it when it is shown and paste it in when AeroChat asks.
- Your knowledge base. Upload your service details to AeroChat so it can answer before it asks for details.
After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Less Annoying CRM, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Less Annoying CRM’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 status new leads go into.
- Who gets the follow-up task, and when it is due.
- When it asks for details: right away, or after answering.
The result to expect
Every chat lead is in Less Annoying CRM with a note and a task on someone’s list, without anyone typing it. Follow-ups happen on time, and each call starts with what the lead already said.
Measure it with your own numbers: contacts created from chat, and follow-up tasks completed, for a month before and after.
Next: recognise returning contacts.
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 Less Annoying CRM connection behind it. See what each channel does on the Less Annoying CRM integration page.
Send your first chat lead to Less Annoying CRM
Paste the recipe, add your Less Annoying CRM API key, and send your own enquiry from your phone.