Leads without a pattern
Each conversation contains different information, making it difficult to qualify, prioritize, and hand off to the sales team.
Leads on WhatsApp Business
Capture and qualify leads on WhatsApp Business through natural conversations.
The AI collects the data defined by your company, identifies the customer’s interest, and organizes each lead with context, history, and structured fields for CRM or team follow-up.
- Capture data in natural conversation, without a rigid form
- Leads with interest, source, context, tags, and history
- Send to CRM, Zapier, webhooks, or human support
Structured lead
From conversation to CRM
01
Interest identified
AI detects when a person wants to buy, schedule, request a quote, or receive support.
02
Collected data
Name, contact, need, product, segment and other information are captured at the pace of the conversation.
03
Organized opportunity
The lead is recorded with its history and can be forwarded to a CRM, Zapier, webhooks, or the sales team.
Capturing leads via WhatsApp isn’t enough when the data gets lost in the conversation.
When a lead ends up only in the conversation history, the company loses context, response times slow down, and the team must manually copy information.
Lost data in chat
Interest, budget, desired product, and urgency appear in the messages, but are not always recorded.
Outdated CRM
Without integration, the team has to copy data into another system, which creates delays, errors, and missed opportunities.
How to capture and qualify leads via WhatsApp with Whatsplaid.
Configure the important data
Define which information qualifies a lead: name, email, interest, product, city, budget, timeline, or any relevant field.
Let the AI lead the conversation
The agent asks what’s necessary in a natural way, answers questions, and avoids turning the interaction into a cold form.
Organize the opportunity
The lead is saved with history, summary, context, collected data, and tags to facilitate screening and follow-up.
Send to the next step
The opportunity can be sent to CRM, Zapier, webhooks, the API, or handed off to human operators with everything documented.
Resources to qualify leads on WhatsApp with simplicity.
Trained AI agent
Use company data to answer questions and guide the conversation to qualification.
Lightweight CRM for WhatsAppOrganize contacts, history, tags, notes, and opportunities captured by the channel.
RD StationSend leads captured on WhatsApp to continue nurturing and the sales process.
PipedriveBring qualified opportunities into the sales funnel with conversation context.
ZapierConnect data collected by Whatsplaid to other platforms used by the company.
API and webhooksSend lead events to in-house systems, internal automations, or custom workflows.
Content about sales via WhatsAppSee strategies to turn conversations, interests, and follow-ups into an organized sales process.
Use lead capture in sales, support, and local operations.
The AI collects the requirement, deadline, city, and desired product or service before sending it to Sales.
Clinics, services, and local businesses can register interest, preferred times, and contact details.
The agent understands the interest, recommends options, and records data to continue the sale or post-sale process.
Contacts who arrive via WhatsApp can be qualified by source, intent, and next action without relying on an external form.
Capturing leads on WhatsApp should feel natural for the customer and simple for the company.
Whatsplaid removes the complexity of technical projects and generic tools. Anyone can set up a robust agent to chat, gather data, and deliver structured leads from WhatsApp.
External form
Interrupts the conversation and may reduce conversion when the customer is already on WhatsApp.
Manual support
It depends on the team to collect, standardize, and send data without losing information.
Whatsplaid
Collects data through natural conversation, structures the lead, and connects the next operational step.
Common questions about capturing leads via WhatsApp.
Do I need to create forms to capture leads?
No. Whatsplaid collects data during a natural conversation on WhatsApp while the agent responds and conducts the support.
What data can the agent collect?
Name, phone, email, interest, product, city, budget, deadline, source, notes and custom fields defined by the company.
What is the difference between capturing and qualifying a lead?
Capture means recording the contact and basic data. Qualify means understanding the need, interest, deadline, budget, or other criteria defined by the company to decide the next commercial step.
Can the lead go to my CRM?
Yes. Whatsplaid can send leads to RD Station, Pipedrive, HubSpot, Bitrix24, Zapier, webhooks, API, or other connected flows.
Can the team see the conversation history?
Yes. The lead can be accompanied by context, history, a summary, and collected data to facilitate follow-up.
Is technical knowledge required to activate?
No. The platform was built to enable anyone to set up a robust AI agent on WhatsApp without programming.
Capture leads via WhatsApp Business without relying on forms or manual processes.
Configure the agent, set the important data, and let Whatsplaid turn conversations into structured opportunities.