Create New Leads in Kylas CRM from WhatsApp Interested Responses
Automatically process WhatsApp responses to create new leads in Kylas CRM by extracting and cleaning user mobile numbers and names.
Apps used
Kylas CRMCreated by sarvang.shah@kunvarji.com
Installed by 1 users
- interested textRemoveCountryCodeFromMobileFunctionSplitCustomerNameFunctionCreate LeadAdd Step
Create New Leads in Kylas CRM from WhatsApp Interested Responses
🚀 Workflow Overview
Whenever a user expresses interest (via an "Interested!" WhatsApp button), this automation processes their information and creates a new lead in Kylas CRM.
🔔 Trigger: Incoming Webhook
The workflow is triggered when a webhook receives an HTTP request, typically from a WhatsApp integration capturing button clicks.
🌿 Path: Decision Grouping
Groups workflow logic to handle user responses.
🔎 If Block: Button Payload Detection
Checks if the payload from the WhatsApp button equals Interested! or Interested.
🛠️ Action 1: Remove Country Code from Mobile Number
- Purpose: Clean the sender's mobile number by removing "+" and the Indian country code (
91) if present. - Details:
- Input:
context.req.body.sender - Output: Pure 10-digit mobile number ready for CRM.
- Input:
🛠️ Action 2: Split Customer Name
- Purpose: Extract first and last names from the customer's full name.
- Details:
- Input:
context.req.body['customer_name'] - Output: Object with
firstNameandlastNameseparated appropriately.
- Input:
🔌 [ Kylas CRM] Create Lead
- Purpose: Add a new lead in Kylas CRM using the processed name and phone details.
- Mappings:
- First Name:
${context.res.SplitCustomerNameFunction?.firstName}(required) - Last Name:
${context.res.SplitCustomerNameFunction?.lastName} - Phone Number:
${context.res.RemoveCountryCodeFromMobileFunction}(required) - Country: IN, Dial Code: +91
- Source: WhatsApp - Lead
- Sub Source:
${context.req.body?.['template_name']}
- First Name:
📝 Response
The workflow concludes with a drafted response, which can be configured further as needed.
This seamless flow ensures only qualified, interested users become leads in your Kylas CRM, with properly formatted data for sales follow-up!
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Frequently Asked Questions
This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.
No. You can install and customize this template without writing any code. Everything is done through simple configuration.
Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.
Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.
Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.
You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.
