Capture WhatsApp leads for your accounting firm automatically

Every new WhatsApp inquiry from a potential client is captured and saved to your lead database automatically.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"whatsapp message arrives"]:::trig s0["extract lead details"]:::task s1[("save to lead database")]:::store s2[("list ready for follow-up")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"lead saved to database"/]:::out pay{{"never miss a client inquiry"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingSpreadsheet & Database OpsAPI & Webhook IntegrationFinance & Accounting
Connects
WhatsAppSupabase
Featured in

The problem it solves

You're juggling client work and can't watch WhatsApp all day, so inquiries from potential clients sit unanswered until you finally check your phone. By the time you reply, they may have already called another accountant. Keeping track of who reached out and when becomes a mess of screenshots and sticky notes.

Who it fits

Accounting and bookkeeping firms that get client inquiries through WhatsApp.

How it works

  1. A WhatsApp message from a potential client arrives
  2. The system reads the message and pulls out the lead details
  3. Those details are saved as a new record in your lead database
  4. Your team gets an organized list of every inquiry, ready to follow up
What you get

Leads that never sit unrecorded

Every WhatsApp inquiry lands in your lead database automatically, organized and ready for your team to follow up.

What you get

A running, always up-to-date list of every WhatsApp lead with contact details, ready for follow-up.

What you need

A WhatsApp Business account and a Supabase database.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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