From website lead to sales rep in seconds
The website form wired to the CRM, WhatsApp and the team's tasks, so no enquiry goes cold.
- Client
- Services company (name on approval)
- Year
- 2025
- Tools
- n8nFireberryWhatsApp Business APIOpenAI API
The problem
People left their details on the site, but the reply took hours. Leads went cold, called a competitor, and nobody could tell who was handling what.
What we built
- Form submissions create or update the record in the CRM automatically
- A personal WhatsApp and email to the customer within seconds, with wording adapted by AI to what they wrote
- A task for the sales rep in the team's system, with the full context attached
- Error handling and an alert to the team if anything fails
The result
- First reply in seconds instead of hours
- Every lead documented in one place, no copy-paste
- Sales time spent selling, not typing