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Scribbify

WhatsApp lead automation

WhatsApp lead automation that answers every buyer in minutes.

Your buyers message on WhatsApp; answer them like it matters. We build WhatsApp lead automation on the WhatsApp Business Platform: every enquiry answered quickly, asked your qualifying questions, written into your CRM and passed to a person when it is ready, with the whole conversation kept.

Fewer WhatsApp enquiries lost to slow replies, and a pipeline you can actually see.

You’ll recognise this

  • Enquiries sit in one salesperson’s personal WhatsApp, invisible to everyone else.
  • After-hours messages get a reply the next morning, if at all.
  • Nobody can say how many WhatsApp leads came in last week, or what happened to them.
  • Ad leads that click “Send message” land in a chat with no source attached.

Built and run in-house

  • LeadSpidey · AI SDR for inbound leads

    Our AI SDR answers inbound leads on WhatsApp and email, qualifies them in conversation and books the meeting.

A LeadSpidey agent answering and qualifying an enquiry (sample conversation).

The business problem

The channel your buyers prefer is the one you can’t see.

In many markets, and in most consumer-facing service businesses, the first message a buyer sends is on WhatsApp. It is fast for them and informal, and it usually lands on a phone that belongs to one person on your team.

That is where pipeline disappears. Replies depend on who is free, conversations live outside the CRM, and when a salesperson leaves, their chats leave with them. Management sees revenue at the end of the month but not the enquiries that never got a second message.

Automating WhatsApp is not about sending more messages. It is about answering every enquiry properly, recording what was said and making sure a person picks up the right ones at the right moment.

  1. Lever 01

    Speed to reply

    A useful first reply in minutes, at any hour, before the buyer messages the next business on their list.

    Moves: Enquiry-to-conversation rate

  2. Lever 02

    Nothing dropped

    Every enquiry has an owner and a next step, so conversations stop dying in someone’s phone.

    Moves: Leads followed up

  3. Lever 03

    Visible pipeline

    WhatsApp leads, sources and outcomes in your CRM, so you can see what each campaign actually produced.

    Moves: Forecast accuracy

What we build

A WhatsApp sales channel your team can run.

  • WhatsApp Business Platform setup

    A business number on the official API, message templates prepared for approval and shared access for your team, without anyone’s personal phone.

  • Instant first reply

    Each new chat answered in minutes with a reply that fits the enquiry, not a generic “thanks, we’ll be in touch”.

  • Qualification in conversation

    Your questions about need, timing, budget or destination asked naturally, one at a time, with answers stored as fields.

  • Routing and handover

    Qualified chats assigned by service, region or language of enquiry, with a clean handover to a person in the same thread.

  • CRM sync

    Contact, source, answers and the full transcript written to your CRM record, deduplicated against people you already know.

  • Reporting by source

    Enquiries, response times, qualified leads and outcomes by campaign and by salesperson, in one view.

How it works

From the first message to a booked call.

  1. 01

    Enquiry arrives

    From a click-to-WhatsApp ad, your website button, a QR code or a saved number, with the source captured where it exists.

  2. 02

    Answered and qualified

    A reply within minutes, then your qualifying questions, adapting to what the buyer says rather than following a rigid script.

  3. 03

    Logged and routed

    The lead and transcript written to the CRM and assigned to the right person, with a notification they can act on.

  4. 04

    Handover or follow-up

    A person takes over the thread, or a timed follow-up goes out if the buyer goes quiet, within WhatsApp’s messaging rules.

  • Click-to-WhatsApp ads
  • Website button
  • QR codes
  • Direct messages

WhatsApp lead workflow

Built for one business, owned by it

  • Qualified leads
  • Assigned owner
  • CRM record
  • Source reporting
Sources: Click-to-WhatsApp ads, Website button, QR codes, Direct messages. The system: WhatsApp lead workflow. What it produces: Qualified leads, Assigned owner, CRM record, Source reporting.

Product or custom build

You may not need us to build this.

We would rather point you to the right answer than quote for work you don’t need.

LeadSpidey

Our product, ready to use

If you want inbound WhatsApp and email leads answered, qualified and booked in a standard flow, LeadSpidey, our AI SDR product, does that today and is quicker to start with.

Visit LeadSpidey

A Scribbify build

Custom workflows, integrations and dashboards

We build custom when WhatsApp has to fit your own CRM, several brands or numbers, booking rules, payment links or approval steps a product can’t accommodate.

Automate your WhatsApp leads

Build, buy or connect

The WhatsApp app, an inbox tool or a custom build.

Three honest ways to run WhatsApp leads, and when each is the right one.

  • The WhatsApp Business app

    Best when: one person answers a few chats a day

    Free and simple, but tied to one phone, with no team inbox, automation or CRM sync.

  • A WhatsApp inbox product

    Best when: a standard shared inbox and chatbot is enough

    Tools such as Wati or Respond.io give a team inbox and simple flows quickly, on their own data model and plans.

  • A Scribbify build

    Best when: WhatsApp has to fit your CRM, routing and rules

    Built on the official platform in your own Meta account, with qualification, routing and every chat on the CRM record.

Who it is for

For businesses where WhatsApp is the front door.

A good fit when

  • A large share of your enquiries already start on WhatsApp.
  • You run click-to-WhatsApp or Meta ads and can’t see what they produce.
  • Several people answer leads and nobody owns the full picture.
  • You need the conversation history in your CRM, not on a phone.

Probably not when

  • You want to send bulk promotional broadcasts to bought lists.
  • WhatsApp is a small side channel for you and email works well.
  • You need a quick chatbot widget rather than a sales workflow.
  • Founder-led B2B service firms

    Founders of B2B service businesses whose sales and delivery have outgrown the founder’s inbox.

    Measured on: Pipeline, win rate and revenue per employee

    What changes: A pipeline that answers, qualifies and follows up on its own, and a business that can grow without adding headcount at the same rate.

  • Ops, sales & growth leaders

    Heads of operations, sales or marketing inside mid-size companies, with a mandate and no spare engineering team.

    Measured on: Cost to serve, cycle time and cost per acquisition

    What changes: The system your team needs, delivered alongside IT rather than queued behind it, with security and ownership handled properly.

Project process

Discovery, build, launch, then better.

Phases, not promises. Each step is decided on what the previous one showed.

Our approach
  1. 01

    Week 1

    Workflow and number

    Map how enquiries arrive and who answers them, choose the number and prepare message templates for approval.

  2. 02

    Weeks 2–4

    First flow live

    Replies, qualification and CRM sync running on one entry point, with a person reviewing conversations.

  3. 03

    Weeks 5–8

    Routing and follow-up

    Assignment rules, timed follow-ups and reporting by source added once the first flow is working well.

  4. 04

    Ongoing

    Tune on real chats

    Questions, replies and routing refined from real conversations and the leads that went on to buy.

Works with

  • WhatsApp Business Platform
  • Meta lead ads
  • Click-to-WhatsApp ads
  • HubSpot
  • Zoho CRM
  • Pipedrive
  • Google Sheets
  • Google Calendar
  • Calendly
  • Slack

Cost and engagement

What decides the cost.

Every engagement starts with a short, fixed scoping sprint that ends in a written scope, so you know what the first build takes before you commit to it.

  • How many entry points feed WhatsApp: ads, website, QR codes, several numbers.
  • Whether replies are rule-based, AI-written or a mix, and how much review they need.
  • The CRM you use and how much of the conversation it has to hold.
  • Routing complexity: teams, regions, languages of enquiry and working hours.
  • Follow-up sequences and the message templates they need approved.
  • WhatsApp’s own conversation charges, which Meta bills to you directly.
  1. 01

    Scoping sprint

    A short, fixed piece of work to map one workflow and decide what is worth building.

  2. 02

    Build

    The first workflow designed, built and released, then extended in small, scoped steps.

  3. 03

    Run & improve

    An ongoing engagement to keep the system running, measured and getting better.

Questions

Before you write.

Do we need the WhatsApp Business API, or is the WhatsApp Business app enough?
The app is fine for one person answering by hand. Automation, shared team access and CRM sync need the WhatsApp Business Platform (the API). We set it up on your own Meta business account, so the number and the history stay yours.
Can we keep our existing WhatsApp number?
Usually yes, but a number used on the WhatsApp app has to be migrated to the platform, and the app can no longer be used on it afterwards. We check this with you before anything moves, and some businesses choose a new number for sales.
Will the replies sound like a bot?
They shouldn’t. Replies are written in your voice, one question at a time, and react to what the buyer says. Anything sensitive, such as quotes or commitments, goes to a person.
Can we message leads after they go quiet?
Within 24 hours of their last message you can reply freely. After that WhatsApp requires an approved template, so follow-ups are written as templates and sent only to people who contacted you.
Which CRMs can this connect to?
We connect to CRMs with a usable API, including HubSpot, Zoho CRM and Pipedrive, and to custom CRMs we build. If your leads live in spreadsheets today, we can start there.
Should we use LeadSpidey instead?
If your flow is a standard inbound one, yes: LeadSpidey answers, qualifies and books on WhatsApp and email today. A custom build makes sense when the workflow depends on your own systems or rules.
How long does setup take?
The first flow is usually live within a few weeks. Meta business verification and message template approval are set by Meta and can add days, so we start them in the first week.

Start a project

Automate your WhatsApp leads.

Tell us where WhatsApp enquiries come from today, who answers them and what CRM you use. A partner replies within one business day.

We use your details only to reply to this enquiry. No newsletters, no list sharing. See our privacy policy.

Every WhatsApp enquiry answered and on the record.

A short scoping sprint, a written scope, and a plain answer on whether building is worth it.

Or write to us at [email protected]