Send WhatsApp Leads to Nutshell
This recipe makes sure every lead who talks to you in chat ends up in Nutshell, with their details, an open lead and a note of what they asked about. Part of connecting Nutshell to WhatsApp and AI chat.
What happens today
Enquiries arrive on WhatsApp and Instagram, and whoever replies means to add them to Nutshell later. Some get added, some get added twice, and some stay in a phone. The pipeline report shows fewer chat leads than came in, and reps call people without knowing what they already asked.
The flow that works
- AeroChat answers the lead’s question first.
- It asks for their name, email and company, if it does not have them.
- It searches Nutshell by email and phone, so a returning lead updates the existing person.
- It creates or updates the person and opens a lead with chat as the source.
- It adds a note with a short summary of the conversation.
The recipe
Copy this into AeroChat
When someone 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 and email, ask: “Can I take your name, email and company so our team can follow up?”
- Search Nutshell for a person with that email, then with their phone number.
- If a person exists, add their phone number if it is missing. If not, create a person with their name, email, phone number and the channel they used. If they gave a company, find or create the company and link it.
- Check whether they already have an open lead. If not, open a lead linked to the person, with the source set to Chat and the lead name set to their company and the service they asked about (example values).
- Add a note to the lead with a two-line summary of what they asked about and anything they said about budget or timing.
- If they ask to speak to someone, hand the conversation to the rep assigned to the lead, or to our sales team if there is none.
Do not ask for their email more than once. If they do not want to share it, carry on helping and create the person with their phone number. Reply in the customer’s language.
Change the source and lead name values to the ones your Nutshell account uses before you paste it.
What to connect
- Nutshell. Create an API key under Setup, then API keys, and note the email of the Nutshell user it belongs to. Paste both in when AeroChat asks.
- Your knowledge base. Upload your product or 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 Nutshell, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Nutshell’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 fields AeroChat fills, and the source and lead names it uses.
- When it asks for details: right away, or after answering.
- Who gets the handover when no rep is assigned.
The result to expect
Every chat lead is in Nutshell with a source, an open lead and a note, without anyone typing it. Reps start the follow-up knowing what the lead asked, and duplicates stop piling up.
Measure it with your own numbers: leads created from chat, and chat-sourced sales, for a month before and after.
Next: route returning customers to their rep.
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 Nutshell connection behind it. See what each channel does on the Nutshell integration page.
Send your first chat lead to Nutshell
Paste the recipe, add your Nutshell API key, and send your own enquiry from your phone.