Video · Sales · 52 seconds
WhatsApp and CRM: who handles the inquiry next?
Follow a fictional request for 40 boxes from WhatsApp to a CRM record with an owner and a next action.
Fictional example of an inquiry, missing information and a task for following up.
Read the English transcript
The inquiry arrived on WhatsApp. Who handles it next?
In this fictional example, Lucía requests forty boxes for Córdoba. First, the team asks about material and dimensions.
The reply completes the order details: corrugated cardboard, forty by thirty by thirty centimeters. Stock and delivery still need confirmation.
The record brings together the order, Ana as its owner, and a task: check stock and prepare a quote tomorrow at ten.
Exceptions also need to be defined. If information is missing, ask for it. If the connection fails, the task stays pending and someone receives an alert.
This lets the team pick up the case without piecing together the entire conversation. See the complete example and connection options in the ZaTek guide.