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Lead capture via WhatsApp

Turn WhatsApp conversations into qualified leads without programming.

Whatsplaid collects data during a natural conversation, understands the customer's interest, and organizes each opportunity with context, history, and structured fields for your team to sell better.

  • Data capture in natural conversation, without rigid forms
  • Leads with interest, origin, context, tags, and history
  • Send to CRM, Zapier, webhooks, or human support
Structured lead From conversation to CRM
01 Interest identified

AI perceives when the person wants to buy, schedule, request a quote, or receive support.

02 Collected data

Name, contact, need, product, segment, and other information are obtained at the pace of the conversation.

03 Organized opportunity

The lead is registered with history and can proceed to CRM, Zapier, webhooks, or sales team.

WhatsApp generates opportunities every day, but many of them do not turn into a sales process.

When the lead remains only in the conversation history, the company loses context, delays response, and depends on the team to manually copy information.

01

Leads without pattern

Each conversation brings different information, making qualification, prioritization, and handoff to the sales team difficult.

02

Data lost in chat

Interest, quote, desired product, and urgency appear in messages but are not always recorded.

03

Outdated CRM

Without integration, the team needs to copy data to another system, creating delays, errors, and missed opportunities.

Whatsplaid captures leads while conversing with the customer.

01

Configure the important data

Define which information qualifies a lead: name, email, interest, product, city, budget, deadline or any relevant field.

02

Let AI lead the conversation

The agent asks naturally, answers doubts, and avoids turning the service into a cold form.

03

Organize the opportunity

The lead is saved with history, summary, context, collected data, and tags to facilitate screening and follow-up.

04

Send to the next step

The opportunity can go to CRM, Zapier, webhooks, API, or human operators with everything documented.

Use lead capture in sales, customer service, and local operations.

Quote requests

AI gathers needs, deadlines, city, desired product or service before sending to sales.

Appointments and consultations

Clinics, local services, and businesses can register interest, preferred time, and contact details.

E-commerce and products

The agent understands interest, recommends options, and records data to continue sales or post-sales.

Campaigns and advertisements

Those arriving via WhatsApp can be qualified with origin, intention, and next action without relying on external forms.

Capturing leads on WhatsApp should be natural for the customer and simple for the company.

Whatsplaid avoids the complexity of technical projects and generic tools. Anyone can set up a robust agent to chat, collect data, and deliver structured leads from WhatsApp.

External form Interrupts the conversation and can reduce conversion when the customer is already on WhatsApp.
Manual service It depends on the team to collect, standardize, and send data without losing information.
Whatsplaid Collects data in natural conversation, structures the lead, and connects the next step of the operation.

Common questions about lead capture 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 guides the service.

What data can the agent collect?

Name, phone, email, interest, product, city, budget, deadline, source, notes, and custom fields defined by the company.

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 tracked with context, history, summary, and collected data to facilitate follow-up.

Is technical knowledge required to activate?

No. The platform was created to allow anyone to set up a robust AI agent on WhatsApp without programming.

Capture leads via WhatsApp without relying on forms or manual processes.

Set up the agent, define important data, and let Whatsplaid turn conversations into structured opportunities.