You're chatting with a potential client on WhatsApp Web. That's the best time to add them to your CRM.
In OnePageCRM, Lead Clipper now works on WhatsApp Web. Create new CRM contacts from WhatsApp conversations in one click.
About this feature
- Create CRM contacts instantly from WhatsApp Web using Lead Clipper.
- The extension captures the contact name, phone number, and profile photo.
- New contacts are saved to your CRM instantly.
- If the contact already exists, you can merge the details.
When to use Lead Clipper on WhatsApp Web
Open a conversation in WhatsApp Web and click the Lead Clipper extension in your browser toolbar.
Lead Clipper pulls the contact's name, phone number, and profile photo. Review the details, click save, and the contact is in your CRM.
If they already exist, Lead Clipper lets you merge the new details with the existing record.
1. WhatsApp leads
If you use WhatsApp a lot for business, you probably have multiple prospects reaching out to you there and asking about your services.
If you don't add an interested prospect to your CRM, that lead sits in your chat history with no follow-up reminder and no notes.
With Lead Clipper, it takes one click to create the contact in OnePageCRM.
2. Networking contacts
Industry and business communities on WhatsApp are great for new connections.
But contact details shared in group chats get buried in the message history.
When someone introduces themselves or shares their number, clip them into your CRM straight away. You'll get their name, number, and photo captured instantly.
3. Referral introductions
An existing client messages you on WhatsApp about a potential referral. They share the contact, and now it's a great time to connect.
Open that person's profile in WhatsApp Web and clip them into OnePageCRM.