Generating leads on WhatsApp is a task that every single company has to perform, especially now that this app is practically dominating the global communication market. Moreover, thousands of companies are using WhatsApp as a communicative channel to interact with customers, thanks to its popularity, ease of integration and low cost of the service. Furthermore, it is impressive to note how receiving thousands of leads every single day can become an economic activity, by using the technology and simplicity of WhatsApp.

In this sense, it is essential to understand the different ways useful for the creation and qualification of leads on WhatsApp and, although this is a highly annoying process, it is extremely important and effective. It should be noted that, when we have thousands of messages from customers on WhatsApp, it is necessary to qualify them in order to create a filter that allows us to separate the leads that have a greater chance of conversion from those who do not.

In today’s article we want to teach you the best way to automatically generate and qualify leads directly on WhatsApp in a simple way and without too much effort.

What are leads and why are they so important?

A lead is a person or a company who has or has expressed interest in the products and/or services you offer.

There are 2 types of leads or viewpoints to consider. As far as marketing is concerned, a lead is a user or a person who has shared their data, by inserting them into a database that allows the company to interact with them later.

On the other hand, if we talk about sales, we are referring to a person interested in purchasing a product or service offered by your company, considering them a real lead. That is why, when carrying out marketing campaigns, it is essential to always keep the central objective in mind.

Why WhatsApp plays a vital role in lead acquisition

WhatsApp is the most used communication tool in the world, we could even say that almost all of humanity has its own WhatsApp account and that, through it, is able to communicate with family, friends, colleagues, companies and customers. 

Indeed, this app plays a fundamental role because it is used daily by everyone, and it is precisely for this reason that it has enormous potential for reaching new customers. Moreover, companies have taken the use of this platform for marketing very seriously, starting to serve their customers, by selling everything they want, right through WhatsApp.

How to generate and qualify leads on WhatsApp automatically

This feature is extremely simple: indeed, in order to generate and qualify leads via WhatsApp it is essential to use, by establishing different input messages for each type of lead.

Steps to qualify and generate leads:

1) Configure your WhatsApp Business: First of all, we must consider the fact that our WhatsApp account must be configured in detail with all the data of our company.

2) Integrate WhatsApp with Callbell: After that, it is essential to have WhatsApp integrated with Callbell so that all leads can be managed correctly.

3) Enter and create your link: Once the first two steps have been performed, we enter ( and create several links with highly personalized descriptions. 

For example:

If we own a clinic or dental clinic, we can generate leads by sharing our WhatsApp links and launching advertising campaigns. Subsequently, to filter everything, we will have to create descriptions within the links so as to understand what type of service the customer comes from. 

First message filtered.


Second message filtered


In this way, while we are attracting new customers to our WhatsApp account, we are also understanding which ones are interested in a service and which ones want another, filtering leads in an almost elementary way. 

How to create your own link containing a preset message?

The default message will automatically appear in the text field of a chat. Use (whatsappphonenumber is a phone number in interactional format and URLencodedtext is the default message inserted in the URL).


4) Organize your list and your database: Once this is done, you received leads, it is time to organize a database containing all the personal data of your customers depending on the service you offer. In this way, you will know which service is the most sought after, planning better and more advertising campaigns for your business.

Automatically generate and qualify leads on WhatsApp


Filtering your messages can undoubtedly lead to an increase in traffic, but it is a monotonous and tedious task. That is why we want to recommend Callbell along with its various CRM functions, sales funnels and bots for automating, qualifying and organizing leads effortlessly and in a completely automated way.

If you want to try this tool, click here.

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About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct