I converted a lead. What now?
Posted: Tue Jan 21, 2025 10:39 am
If the lead has expressed interest in your products and services, it is crucial to register the contact in your CRM software .
We know that in the busy sales routine, this activity can be forgotten. Even so, we cannot fail to point out that this is a significant flaw in the process, since not having proper control of your leads in the system tends to result in the loss of good business opportunities.
It was precisely to solve this problem that we developed an integration with WhatsApp Web through an extension on Google Chrome.
This combination makes it possible to add leads as healthcare email list new contacts, create deals, and send conversations to a deal or contact’s history without leaving WhatsApp Web! Amazing, right?
Want to know how it works in practice? Check it out!
1. Activate the Agendor extension in the Chrome Web Store
First of all, you need to activate the Agendor extension for WhatsApp Web. So, go to the Chrome Web Store . Then, go to the search field and type “Agendor”, like this:
how to capture leads via WhatsApp
So you will find our extension:
how to capture leads via WhatsApp
Just select the extension and then click “Use in Chrome”:
how to capture leads via WhatsApp
Done! So far, you have installed the Agendor extension. To use it, simply locate it in your navigation bar, on the right side of the screen, as in the image below.
Tip! To make it easier to access, pin the Agendor extension.
how to capture leads via WhatsApp
2. Access your WhatsApp Web and connect with Agendor
With the extension installed, simply access WhatsApp Web and connect your Agendor account:
how to capture leads via WhatsApp
Attention: it is important to respect the standard suggested by the platform and enter +55 and the respective area code for the integration to work properly.
We know that in the busy sales routine, this activity can be forgotten. Even so, we cannot fail to point out that this is a significant flaw in the process, since not having proper control of your leads in the system tends to result in the loss of good business opportunities.
It was precisely to solve this problem that we developed an integration with WhatsApp Web through an extension on Google Chrome.
This combination makes it possible to add leads as healthcare email list new contacts, create deals, and send conversations to a deal or contact’s history without leaving WhatsApp Web! Amazing, right?
Want to know how it works in practice? Check it out!
1. Activate the Agendor extension in the Chrome Web Store
First of all, you need to activate the Agendor extension for WhatsApp Web. So, go to the Chrome Web Store . Then, go to the search field and type “Agendor”, like this:
how to capture leads via WhatsApp
So you will find our extension:
how to capture leads via WhatsApp
Just select the extension and then click “Use in Chrome”:
how to capture leads via WhatsApp
Done! So far, you have installed the Agendor extension. To use it, simply locate it in your navigation bar, on the right side of the screen, as in the image below.
Tip! To make it easier to access, pin the Agendor extension.
how to capture leads via WhatsApp
2. Access your WhatsApp Web and connect with Agendor
With the extension installed, simply access WhatsApp Web and connect your Agendor account:
how to capture leads via WhatsApp
Attention: it is important to respect the standard suggested by the platform and enter +55 and the respective area code for the integration to work properly.