Send WhatsApp Leads to Pipeline CRM Deals
This recipe makes sure every lead who talks to you in chat ends up in Pipeline CRM as a person with an open deal and a note of what they asked about. Part of connecting Pipeline CRM to WhatsApp and AI chat.
What happens today
Enquiries arrive on WhatsApp and Instagram, and the person replying means to add a deal later. Some deals get created, some get created twice, and some never make it out of the phone. The pipeline looks thinner than the conversations, and forecasts miss the work chat brought in.
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 asks one or two qualifying questions, such as what they need and when.
- It searches Pipeline CRM by email and phone, then creates or updates the person.
- It opens a deal in your first stage and adds a note with the answers.
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, email and company so we can send you a proposal?”
- Ask what they need and when they want it done.
- Search Pipeline CRM 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, linked to their company.
- If they have no open deal, create a deal linked to the person in the New Lead stage, with the deal name set to their company and the service, and the source set to Chat (example values).
- Add a note to the deal with what they need, their timing and anything they said about budget.
- If they ask to speak to someone, hand the conversation to the deal owner, or to our sales team if there is none.
Do not ask the same question twice. If they do not want to share their email, carry on helping and create the person with their phone number. Reply in the customer’s language.
Change the stage and source values to the ones your Pipeline CRM account uses before you paste it.
What to connect
- Pipeline CRM. An admin turns on API access under Settings, then API, and creates an API token for AeroChat. 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 Pipeline CRM, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Pipeline 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 questions qualify a lead, and the stage a new deal starts in.
- When it asks for details: right away, or after answering.
- Who gets the handover.
The result to expect
Every chat lead is a deal in Pipeline CRM with a source and a note, without anyone typing it. Your pipeline and forecasts include chat, and reps open each deal knowing what the lead needs.
Measure it with your own numbers: deals created from chat, and chat-sourced deals won, for a month before and after.
Next: tell customers where their deal stands.
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 Pipeline CRM connection behind it. See what each channel does on the Pipeline CRM integration page.
Send your first chat lead to Pipeline CRM
Paste the recipe, add your Pipeline CRM token, and send your own enquiry from your phone.