Turn B2B WhatsApp enquiries into a clear next step for sales.

Start with the product or service the buyer is considering. Ask about the use case and timing when those answers change what happens next. A question about price should not become a request for every detail in your CRM.

For example, an equipment supplier could ask which machine the buyer needs and whether they want a specification sheet or a conversation with sales. This is an illustrative intake, not an automated quotation.

Use Logic flows (Chatbot) for defined questions and routing. The qualification question guide helps you choose what to ask.

A permitted CRM lookup can give a teammate context before they reply. A new record needs enough information to be useful, and an existing record needs a clear matching rule.

Waaru’s Zoho CRM lead and contact upserts require a last name and email. They match by exact email. The action does not assign a Zoho owner; manage that responsibility through your team’s process or Zoho configuration.

Review the Zoho CRM connection before choosing your intake fields. For another system, a custom HTTPS connection needs an authenticated endpoint and supported request format.

Some enquiries need a demo or a discovery call. Explain who the meeting is with and what it will cover before asking the buyer to choose a time.

The Cal.com and Google Calendar integrations work within selected resources and supported booking actions. A proposed time is not a confirmed appointment. Check the booking result and give the buyer a way to reach your team if it fails.

Pass the buyer’s request, collected details and next action to the sales teammate. A discount, delivery promise or unusual specification may need a decision that the chatbot should not make.

Optional AI can help interpret a question or use a permitted tool. It should not invent a quote when a lookup fails. The AI sales workflow guide explains the boundary between an answer, an action and human approval.

With human handoff, make assignment and the next reply visible to the team. A saved CRM task alone does not mean someone has replied to the buyer.

Refer to the enquiry and offer a useful next step. Respect consent and opt-out requests. Outside the customer-service window, sending requires an eligible approved template; having a CRM record is not permission to message.

Read the WhatsApp opt-in guide and keep messaging eligibility separate from the sales pipeline stage.

Non-AI platform features are free. AI features are charged separately on a pay-as-you-go basis. Applicable Meta messaging and connected-service charges remain separate. Bring your own AI is a work in progress.

Check Waaru pricing and start with one enquiry path you can test from first message to human reply.