CRM & Lead Automation
Capture, qualify and follow up with every WhatsApp lead
Turn conversations into organised leads. WHAMAA captures details, scores interest, syncs with your CRM and makes sure every lead gets a timely follow-up.
The challenge
Leads arrive on WhatsApp and disappear
Enquiries come in from ads, websites and referrals, but without a system they are hard to track, prioritise and follow up.
Manual data entry
Sales teams copy details from chats into the CRM, or skip it entirely.
No prioritisation
Hot leads wait in the same queue as people who are just browsing.
Late follow-ups
Without reminders, promising leads go cold.
The WHAMAA approach
A lead pipeline that fills itself
WHAMAA captures lead details in conversation, qualifies them with your criteria and keeps your CRM up to date.
- Lead capture from ads, website chat and inbound messages
- Automated qualification questions and lead scoring
- Contact sync and tagging with your CRM
- Stage-based follow-up reminders and nudges
- Agent assignment with notes and full chat history
Key capabilities
What you can do with CRM & Lead Automation
Lead capture
Collect names, needs and contact details from every WhatsApp enquiry.
Qualification and scoring
Ask the right questions and prioritise leads based on their answers.
CRM sync
Create and update contacts and deals in Zoho CRM, or your system via the API.
Tagging and segmentation
Tag leads by source, interest and stage for targeted follow-up.
Automated follow-ups
Send reminders and nudges based on lead stage and activity.
360° lead view
See chat history, notes, tags and CRM status in one panel.
Business benefits
What changes for your business
Faster speed to lead
Respond while interest is high, even outside working hours.
Cleaner CRM data
Details flow from chat to CRM without manual copying.
Focus on the best leads
Qualification puts high-intent prospects at the top of the list.
No forgotten follow-ups
Reminders keep every opportunity moving.
Example workflow
Example: from ad click to qualified lead
How a Click-to-WhatsApp ad becomes a sales conversation.
- 01
Ad click
A prospect taps a Click-to-WhatsApp ad and opens a chat.
- 02
Qualifying questions
The bot asks about needs, budget and timing.
- 03
Lead created
A contact is created in your CRM with tags and answers.
- 04
Assigned
Qualified leads are assigned to a sales agent instantly.
- 05
Follow-up
If there is no reply, a reminder goes out after a set time.
Inside the platform
Sales conversations with full context
Agents see what the lead asked, how they answered qualification questions and their CRM status, right next to the chat.
- Lead details beside every chat
- Notes and status updates
- Assignment and ownership
Integrations
Works with the tools you already use
Connect WHAMAA to your store, CRM and business systems so conversations carry the right context.
How it works
From setup to results
- 01
Define a qualified lead
Agree the questions and criteria that matter to your sales team.
- 02
Connect your CRM
Link Zoho CRM, or map fields to your system through the API.
- 03
Build capture flows
Create flows for each lead source, such as ads and website chat.
- 04
Track and improve
Review conversion by source and refine questions and follow-ups.
FAQ
CRM & Lead Automation: frequently asked questions
Which CRMs does WHAMAA integrate with?
WHAMAA integrates with Zoho CRM. Other CRMs can be connected through the API and webhooks, depending on what the CRM supports. Talk to us about your setup.
Do I need a CRM to use lead automation?
No. You can manage leads inside WHAMAA with tags, attributes and assignments, and connect a CRM later.
Can leads from Facebook and Instagram ads come into WhatsApp?
Yes. Click-to-WhatsApp ads on Facebook and Instagram open a chat with your business, where a flow can greet and qualify the lead immediately.
Can I see where each lead came from?
Yes. Leads can be tagged by source, campaign or entry point, so you can compare which channels bring the best prospects.
Never lose a WhatsApp lead again
See how lead capture and CRM sync would work for your team.
Prefer to chat? Message us on WhatsApp