Solution

Sales & lead follow-up

Keep pipeline conversations in WhatsApp with inbox ownership, calling context, and follow-up automation.

Overview

The workflow

Prospects often prefer WhatsApp over email. Teams capture leads from ads or inbound chat, assign owners, and follow up with templates and timed automations — with calling context on the same timeline where Meta allows.

Capabilities

CRM capabilities involved

Shared inbox

Claim and assign lead threads so nothing sits unowned.

Click-to-WhatsApp ads

Drive ad clicks into WhatsApp threads you can measure.

Event automation

Trigger follow-ups from tags, segments, or workflow events.

WhatsApp Calling

Voice context beside chat when your number setup supports calling.

Benefits

Why WhatsApp for this job

One timeline

Chat, campaign touches, and calling notes on the same contact record.

Structured capture

Flows and forms collect qualification fields inside WhatsApp.

Human control

AI suggestions stay agent-approved — no unsupervised auto-send in sales threads.

Ready to put this to work?

Create a workspace to connect WhatsApp and run this use case with inbox, templates, and automation tools already in the product.

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