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world
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Orders
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π― CRM β Leads Pipeline
π€ Automations
β‘ Ad Platform Webhook
π₯ Import CSV
π₯ Import existing customers
+ New Lead
π Set up your CRM
Hide
All Sources
Meta Ads
Google
Website
Walk-in
Referral
Manual
POS
Shopify
WhatsApp Inbound
All Assignees
Show won/lost
New Lead
Γ
Name *
Phone
Source
Manual
Walk-in
Meta Ads
Google
Website
Referral
Stage
New
Contacted
Qualified
Store Visit
Won
Lost
Assigned To
β Unassigned β
Interested In
Est. Value βΉ
Follow-up Date
Add Note
π« Opted out β never send automated messages to this contact
Activity
β Convert to Customer
Cancel
Save Lead
π€ CRM Automations
Γ
New Rule
Rule Name *
When (trigger) *
Channel *
π¬ WhatsApp
βοΈ Email
Email Subject
Message *
Placeholders: {{name}} {{phone}} {{interest}} {{value}} {{amount}} {{billNo}} {{source}}
WhatsApp Template (for cold sends)
crm_auto (default)
Used only outside the 24-hour chat window β inside it, your message is sent as-is (Meta rule, applies to every platform).
+ Add Rule
π¬ WhatsApp β Your Own Number (Meta Cloud API)
Phone Number ID
WABA ID
Permanent Access Token
Connect WhatsApp
Free from Meta at developers.facebook.com β no Interakt/AiSensy needed. ~15 min one-time setup.
βοΈ Email Sending (SMTP)
Provider
Gmail
Yahoo
Zoho
Customβ¦
Email Address
App Password
Custom Host (optional)
Connect Email
Gmail/Yahoo: create an App Password in your account security settings.
βοΈ Call Outcome
Γ
Outcome *
Select outcomeβ¦
β Interested β punch order
π Callback requested
β Not interested
π΅ Ring no reply
Reason * (feeds ad targeting)
Select reasonβ¦
Price
Already using something
Not the patient
Wrong number
Language barrier
Other
Callback date & time *
Note
Cancel
Save Outcome