Tutorial: website chat widget to qualified lead

🎓 TutorialsLevel: Intermediate⏱ 25 min

🎯 Goal

Website visitors start a WhatsApp chat in one click, get a tailored welcome, and reach your sales team as qualified leads.

🧰 What you need

Access to your website’s theme or a header/footer plugin
Optional: a CRM with an API (or use Google Sheets)

Growth tools → Website chat widget: business name, button text Chat with us, Prefilled message Hi! I have a question (WEB), position, greeting. Copy the Embed code and paste it before </body> (WordPress: a header/footer plugin; Shopify: theme.liquid).

Step 2: a bot just for website visitors

New chatbot Website visitors. Trigger card → Match keyword → (WEB), Match: Contains.

Set / remove tag source-website.
Reply buttons: Hi {{first_name}}! Thanks for visiting our website. What brings you here? with Pricing, Bulk order and Something else.

Step 3: qualify

Pricing → a Document message with your price list (Price-list.pdf) → Smart wait 2 hours → no reply in time: Any questions about the prices?
Bulk order → Ask question “How many pieces roughly?” → quantity (A number) → Condition quantity greater than 100 → yes: continue to step 4; no: Send message with the retail link.
Something else → Human handoff.

Step 4: send hot leads to your CRM

HTTP request: POST https://your-crm.example/api/leads, header Authorization: Bearer …, body:

{ "name": "{{name}}", "phone": "{{phone}}", "quantity": "{{quantity}}", "source": "whatsapp-website" }

Under Save from the response, save id → crm_id. success → Notify agent Bulk lead {{name}} ({{quantity}} pcs) → Human handoff, Hand to: Team: Sales. failed → Add note with the details.

No CRM? Use Google Sheets: add row instead (leads tutorial).

Step 5: publish and test

Check, then Publish. Open your website on your phone, tap the widget, and send the prefilled message.

What’s next

Growth tools →Links and QR codes too.Tutorial: leads from ads →Click-to-WhatsApp ads.

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