Copy new leads into the CRM
IndiaMART and JustDial leads into your CRM, with an instant WhatsApp reply
Every new inquiry from IndiaMART or JustDial is pulled into your CRM, checked for duplicates, assigned to the right salesperson and answered on WhatsApp straight away, so no lead waits for someone to check the portal.
Example build. Not a client case study.
- Trigger
- A new inquiry arrives on IndiaMART or JustDial
- Good fit for
- Wholesale, manufacturing, B2B services
What happens, step by step
- 1
The automation checks the lead portals on a schedule, or reads the lead notification emails if your plan has no API access.
- 2
It cleans the lead: name, company, phone, product asked about and city.
- 3
It looks for the phone number in your CRM so a repeat buyer is not created twice.
- 4
It assigns the lead by product or region and notifies that salesperson.
- 5
It sends the buyer an approved WhatsApp template with your catalogue link and the salesperson’s name.
- 6
If nobody has called the lead by the end of the day, it reminds the salesperson and their manager.
What changes for your team
Leads stop sitting unread in three portals. Every inquiry has an owner, a first reply and a follow-up date, and the manager can see which ones went cold.
What it takes to build
Needs access to your lead portals, a CRM (existing or new) and a WhatsApp Business API account. We map your assignment rules during the audit.