Route high-value WhatsApp AI chatbot leads to your sales team via Slack and automatically book discovery calls based on prospect responses.
Workflow Steps
WhatsApp Business API
Identify qualified leads
Set up AI chatbot to qualify leads using budget, timeline, and authority questions, then trigger webhook for prospects meeting your ideal customer profile criteria
Zapier
Filter and format lead data
Create Zap to receive qualified lead webhooks, extract prospect details (name, company, budget range, timeline), and format into structured sales alert
Slack
Alert sales team instantly
Send formatted message to #sales-alerts channel with prospect info, conversation summary, and quick action buttons for immediate response within 5 minutes
Calendly
Auto-send booking link via WhatsApp
When sales rep clicks 'Send Calendar' in Slack, automatically send personalized Calendly link back to prospect via WhatsApp with available meeting slots
Workflow Flow
Step 1
WhatsApp Business API
Identify qualified leads
Step 2
Zapier
Filter and format lead data
Step 3
Slack
Alert sales team instantly
Step 4
Calendly
Auto-send booking link via WhatsApp
Why This Works
Combines WhatsApp's instant messaging with Slack's team collaboration and Calendly's seamless booking to compress sales cycle from days to minutes
Best For
B2B companies using WhatsApp for lead generation and sales outreach
Explore More Recipes by Tool
Comments
No comments yet. Be the first to share your thoughts!