Every WhatsApp lead,
automatically in your CRM
Stop manually saving numbers. Stop losing leads in chat threads. SwiftCRM captures WhatsApp leads the moment they message you — and keeps your team on top of every follow-up.
- ✓ Lead auto-created the moment they message you
- ✓ Assigned to your sales rep instantly
- ✓ Follow-up reminders so nothing is missed
- ✓ Works with any WhatsApp number — no API needed to start
No credit card • Free plan forever • Setup in 3 minutes
How it works
Rahul (+91 98765 43210)
Hi! I want to try SwiftCRM for my business.
9:42 AM ✓✓
New lead · just now
Rahul
+91 98765 43210 • Source: WhatsApp
Multiple entry points
Capture WhatsApp leads from anywhere
Click-to-WhatsApp Button
Add a WhatsApp button to your website, landing page, or Facebook/Google ads. One click → they're in your CRM.
?text=Hi+SwiftCRM...
QR Code
Put a QR code on your visiting card, brochure, or storefront. Scan → WhatsApp message → lead in CRM.
QR → WhatsApp
API / Webhook
Using WhatsApp Business API? Push leads automatically via our REST API. Works with Zapier, Make, or your own code.
X-Api-Key: your_key
Automation
Set it up once.
Let it run forever.
Connect your WhatsApp flow to SwiftCRM's workflow engine. New leads get tagged, assigned, and followed up — automatically. Your team only sees what they need to act on.
-
✓
Auto-tag source as "WhatsApp"
Know exactly which leads came from WhatsApp vs your website
-
✓
Round-robin assignment
Distribute leads fairly across your sales team
-
✓
Email + Slack notifications
Alert your team the moment a high-intent lead arrives
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✓
Webhook to Google Sheets / Zapier
Push lead data anywhere with a signed HMAC webhook
Trigger
New WhatsApp lead received
source = "whatsapp" · status = "new"
Action 1
Assign to sales rep
Round-robin across team
Action 2
Send Slack notification
#sales-leads channel alert
Action 3
Set follow-up reminder: +24h
Auto-reminder if not contacted
Start free. No surprises.
WhatsApp lead capture is included on every plan — even free.
Growth
₹999
per month · up to 5 users
- ✓ Everything in Free
- ✓ Unlimited leads
- ✓ WhatsApp + webhook workflows
- ✓ 5 users
- ✓ CSV + API export
- ✓ Email + Slack notifications
Ready to never lose a WhatsApp lead again?
Join 500+ Indian teams who track every WhatsApp lead in SwiftCRM.
No credit card • Setup in 3 minutes • Cancel anytime