Capture WhatsApp leads for your marketing agency automatically

Every WhatsApp lead is captured, structured, and synced to your CRM the moment it comes in.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"whatsapp message arrives"]:::trig s0["capture contact and message"]:::task s1[("sync lead to crm")]:::store trig --> s0 s0 --> s1 out[/"crm record created for lead"/]:::out pay{{"no lead slips through the cracks"}}:::pay s1 --> 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
CRM & Sales PipelineLead Generation & ProspectingSpreadsheet & Database OpsAPI & Webhook Integration
Connects
WhatsAppSupabase

The problem it solves

Your agency gets new client inquiries through WhatsApp throughout the day, but manually copying each one into your CRM eats into time you should spend on client work. Leads that aren't logged quickly get forgotten or followed up too late. Juggling multiple conversations makes it easy for a good prospect to fall through the cracks.

Who it fits

Marketing agencies handling a steady stream of inbound WhatsApp inquiries.

How it works

  1. A new message from a prospective client arrives on WhatsApp
  2. The system captures the contact and message details automatically
  3. The lead is synced into Supabase or your CRM as a new record
  4. Your sales team gets an organized, always-current list of new leads
What you get

Leads captured the moment they message you

Every WhatsApp inquiry is captured and synced to your CRM the moment it arrives, ready for your sales team.

What you get

A continuously updated CRM record of every WhatsApp lead, ready for your sales team to follow up.

What you need

A WhatsApp Business account and a Supabase database or CRM.

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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