Send WhatsApp Leads to Twenty

Yes. AeroChat writes directly into Twenty. It answers the lead, then creates the person, links their company and opens an opportunity in Twenty with a note of the conversation, while the lead is still in the chat.

This recipe makes sure every lead who talks to you in chat ends up in Twenty, with their company, an opportunity at your first stage and a note of what they asked about. Part of connecting Twenty to WhatsApp and AI chat.

What happens today

Leads arrive on WhatsApp, Instagram and the website chat. Whoever replies means to add them to Twenty later. Some are added as a person with no company, some never become an opportunity, and the pipeline view shows only the leads that came in by email. Nobody can tell how much work chat brings in.

The flow that works

AeroChat answers the lead’s question first.
It asks for their name, company, email and what they need.
It searches Twenty by phone number and email, so a returning lead is not added twice.
It creates the person and links their company, creating the company if needed.
It opens an opportunity at your first stage with the person as point of contact.
It records their consent answer and adds a note of the conversation.

What it looks like on WhatsApp

Customer: Hello, can you help us move our HR system to the cloud? We’re about 80 staff. (example)

AeroChat: Yes, that’s work we do. Can I take your name, company and email so our team can follow up?

Customer: Sam Okoye, Northbridge Foods, sam@example.com

AeroChat: Thanks, Sam. When are you hoping to start? And would you like to hear from us about events and news?

Customer: In the new year. No to the news, thanks.

In Twenty: a new person, Sam Okoye, linked to a new company, Northbridge Foods, and an opportunity “HR cloud migration, 80 staff” at the New stage with Sam as point of contact. Marketing consent is set to no, and a note records the start date.

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, company and email, ask: “Can I take your name, company and email so our team can follow up?” Ask what they need and when, if they have not said.

Search Twenty for a person with the phone number they are messaging from, then with that email.

If the person exists and has an open opportunity, add a note to it and do not create a new one. If not, create the person with their name, email and phone number.

Search Twenty for their company by name. Link the person to it, or create the company first if it does not exist.

Create an opportunity at the New stage, named with what they need, linked to the company, with the person as point of contact. If they gave a budget, set the amount.

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

Add a note linked to the person and the opportunity with a two-line summary of what they need, their timing and the channel they used.

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

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

Change the stage and the consent field to the ones your Twenty workspace uses before you paste it. Add the consent field to People in Twenty’s data model first if you do not have one.

What to connect

Twenty. Go to Settings, then Developers, then API, click Create key and copy the key. To limit it to people, companies, opportunities and notes, assign it a role in Settings, then Members, then Roles. Paste the key in, with your Twenty address, when AeroChat asks.
Your knowledge base. Upload your services and how you work 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 Twenty, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Twenty’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 details AeroChat asks for before it creates the records.
Which stage new opportunities start at.
Where the consent answer is stored and how it is worded.
Who gets the handover.

The result to expect

Every chat lead is in Twenty as a person with a company, an opportunity and a note, without anyone typing it. Your pipeline view includes the work chat brings in, and duplicates stop piling up.

Measure it with your own numbers: people and opportunities created from chat, and how many reach the Customer stage, for a month before and after.

Next: book callbacks as Twenty tasks.

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 Twenty connection behind it. See what each channel does on the Twenty integration page.

Send your first chat lead to Twenty

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

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