Finally, you can now manage your customers through WhatsApp itself! If you want to save the number of a lead who contacted you through this app, you don't need to go to Agendor. Just save it directly from the conversation:
how to capture leads via WhatsApp
At this point, you must select the type of registration you want to insert into Agendor. If you choose to register a person, for example, the integration will open all the fields that you must fill in, right next to the screen. See an example:
how to capture leads via WhatsApp
how to capture leads via WhatsApp
how to capture leads via WhatsApp
In the case of companies, you can use automatic healthcare email list data filling based on the CNPJ. This way, you save even more time when registering your contacts in Agendor, without having to leave WhatsApp Web.
how to capture leads via WhatsApp
Note that, when entering the CNPJ, the platform already fills in the fields for company name , telephone, email, address and description (date the company was opened, size, registration status, date of registration status, list of partners and administrators, code and description of the main economic activity).
how to capture leads via WhatsApp
how to capture leads via WhatsApp
how to capture leads via WhatsApp
Now, if the contact is already saved in Agendor and you need to record the conversations, just select the “Save conversation” option.
how to capture leads via WhatsApp
how to capture leads via WhatsApp
Select the messages you want to send to Agendor and that's it! Everything is properly registered in our CRM!
how to capture leads via WhatsApp
If another sales opportunity arises, be sure to create a new deal. To do this, simply select the “Create new deal” option.
how to capture leads via WhatsApp
Fill in the necessary fields to maintain a complete business registration and save.
how to capture leads via WhatsApp
Done! A new deal has been created and by default it has the status “In Progress”.
how to capture leads via WhatsApp
Now, you can enjoy the main features of Agendor without leaving the WhatsApp Web screen!
Bonus! Watch the video below and see a demonstration of how the Agendor and WhatsApp integration works.