How to turn WhatsApp contacts into cards in the pipeline

Here you will learn how to turn leads on WhatsApp into opportunities in the pipeline

Actions and Triggers: Automate Your Workflow

"Actions" within the platform work as the automation engine of your system. The concept is based on cause and effect: an initial trigger automatically fires a subsequent task. This configuration is flexible and can be set either in the Template (standardizing automation for all future projects) or directly in a specific Project (for one-off customizations without affecting the rest of the base).

To illustrate in practice, the most common example is the integration between WhatsApp and the Sales Funnel. For a received message to automatically become a business opportunity, it is necessary to configure a chain of events across two distinct tools.

First, go to the Contact Registration tool. There, you should enable the action that creates a new contact whenever a new conversation is started on WhatsApp. This is the first link in the chain. Then, in the Sales Funnel tool, you configure the final reaction: enable the option to automatically create a "lead" (opportunity) as soon as a new contact is created in the registry.

In this way, an automated cycle is created: the message arrives on WhatsApp, the system registers it as a contact and, consequently, that contact becomes a card in your sales funnel. It is worth noting that the Sales Funnel has additional actions tied to access hierarchy (distinction between managers and non-managers), allowing limiting the viewing of leads according to the user's responsibility on the team.