Turning WhatsApp Messages Into Tracked CRM Leads

The Challenge

WhatsApp is where enquiries actually arrive, and it is the worst place to run a pipeline from. Messages sit in a personal inbox, context lives in one person's head, replies take hours out of the day, and nothing is tracked — so nobody can tell which enquiries turned into work.

Our Approach

Rather than bolt a chat widget onto a website, we put the automation where the customer already is. A message to the business number resolves to a lead record, goes to Claude with the full conversation history, and comes back as a reply in the brand's voice. Because every turn is written to the database, the WhatsApp thread and the CRM stay the same thing.

What We Built

The system looks up or creates the lead, sends conversation history plus the new message to Claude, delivers a context-aware reply over the Meta Cloud API, and saves the whole exchange to Supabase for CRM tracking. It books discovery calls in-chat and emails a calendar invite, sends the team alerts and a daily report over WhatsApp, and lets the team approve outbound drafts by replying to a WhatsApp message — no dashboard login needed.

See It Running

Recorded from the live product — not a prototype.

What's Inside

• Lead auto-created or matched on the first message
• Context-aware AI replies using full conversation history
• Discovery calls booked inside the chat, with a calendar invite emailed
• Team alerts and a daily report delivered over WhatsApp
• Outbound drafts approved by replying to a WhatsApp message
• Every message written to the CRM for tracking

The Outcome