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Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Log WhatsApp Messages to Vtiger CRM and Match Leads

When a webhook call delivers an inbound WhatsApp message, it finds or creates the lead by phone number in Vtiger and logs the message, ignoring group chats.

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What it does

## Summary This workflow: - Listens for inbound WhatsApp messages. - Ignores group messages and those sent by yourself (Outbound). - Searches Vtiger CRM for an existing lead by phone. - If found, logs the message in the WhatsAppLog module and relate with Lead. - If not found, creates a new lead and logs the message. ### Use case: - Ideal for businesses using WhatsApp for customer communication who want to automate CRM lead management and ensure no conversation is missed.

The steps

  1. Search Lead by Phone
  2. Create Lead
  3. Log to WhatsAppLog (Existing Lead)
  4. No Operation, do nothing
  5. Webhook: WhatsApp Listen
  6. If message not from group and not outbound
  7. Set: Extract Name, Phone & Message
  8. If Lead existing
  9. Log to WhatsAppLog (New Lead)

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