Lead Sources & WhatsApp Templates
See which channel actually converts, and automate the WhatsApp message sent at each stage of a lead's journey.
Updated 2026-07-09
Marketing CRM → Lead Sources (route /crm/lead-sources) gives a running breakdown of which channel is actually converting — check this before deciding where next month's ad budget goes.
WA Templates
Marketing CRM → WA Templates (route /crm/settings) is where you write the WhatsApp message sent automatically at each lead status (e.g. the moment a lead is marked Interested). Write one per source and status; the CRM fills in the lead's own details and sends it.
⚠️Sending requires a connected WhatsApp session: Without a connected session (see Integrations → WhatsApp), CRM message buttons open WhatsApp Web with the text pre-filled instead of sending automatically — still usable, just one extra click per message.
Was this article helpful?
Contact Support →