Whatsplaid AI

Turn WhatsApp conversations into opportunities in RD Station CRM. HOW IT WORKS • The AI agent collects the customer’s name, phone number, and email address during a natural conversation. • The integration searches the CRM for the contact by email address or phone number. • If the contact does not exist yet, it is created automatically. • An ongoing deal is created in the default pipeline and linked to the contact. BENEFITS • Reduces manual contact and opportunity entry. • Prevents qualified leads from remaining only in the WhatsApp conversation history. • Centralizes sales team tracking and follow-up. The integration sends data from Whatsplaid to RD Station CRM. It does not import CRM data, synchronize WhatsApp messages, or send campaigns. Active Whatsplaid and RD Station CRM accounts are required, with lead capture enabled.