Automatically capture and register new WhatsApp leads for clinics

Checks every new WhatsApp inquiry against your database and instantly registers first-time leads so none get missed.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"WhatsApp message received"]:::trig s0["Read sender phone number"]:::task s1[("Check database for contact")]:::store trig --> s0 s0 --> s1 gx{"× new or existing contact"}:::gate s1 --> gx p00["Create lead record with timestamp and source"]:::task gx -->|"New contact"| p00 p10["No action taken"]:::task gx -->|"Existing contact"| p10 p00 --> out p10 --> out out[/"New lead record created"/]:::out pay{{"No leads missed"}}:::pay 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 sheetOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Lead Generation & ProspectingSpreadsheet & Database OpsAPI & Webhook Integration
Connects
WhatsAppSupabase

The problem it solves

New client inquiries come in over WhatsApp all day, and someone has to check whether they're a returning contact or a new lead, then log their details by hand. It's easy for a message to get buried and a new lead to slip through without ever being logged.

Who it fits

Aesthetic clinics, spas, and wellness businesses that get client inquiries over WhatsApp.

How it works

  1. When a WhatsApp message comes in, the system reads the sender's phone number
  2. It checks your database to see if that contact already exists
  3. If they're new, a lead record is created automatically
  4. The date, time, and source of the inquiry are saved with it
  5. You get a growing, duplicate-free database of every lead that reaches out
What you get

First-time WhatsApp leads registered automatically

Every new WhatsApp inquiry is checked against your records and registered automatically, so no first-time lead slips through.

What you get

A new lead record in your database, with contact details, timestamp, and source, whenever a first-time inquiry comes in.

What you need

A WhatsApp business messaging connection 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

Related automations

Capture new WhatsApp leads and log them for your law firm

Catches new WhatsApp messages, checks for duplicates, and saves new leads straight into your Supabase database.

Standard

Capture and qualify school leads automatically from WhatsApp

Checks every WhatsApp inquiry, registers new leads, and flags returning ones, all without staff typing anything.

Standard

Capture and register new pharmacy leads from WhatsApp

Logs every new WhatsApp inquiry as a lead in your database automatically, so no customer contact is lost.

Standard

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.

Standard
Back to the AI Playbook