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LEAD SOURCES & INTEGRATIONS

New enquiries come from everywhere.
Give them one clear next step.

Meta ad leads, website forms, WhatsApp conversations, contact files and business systems can all play a part. Choose the right entry path and keep the details useful to your team.

Ads & formsWhatsAppCSV filesCRM & tools
CHOOSE WHERE YOUR LEADS START

Different sources.
One organised contact workflow.

Select an example to see how information can move into Tech Mintra.

EXAMPLE CONNECTIONConfigured connection
01 / THE ENQUIRY
Graduates at an education event, illustrating a course campaignEXAMPLE COURSE CAMPAIGNA new batch.
A fresh start.
Course enquiry form
Name Aarav
Interest Weekend course
Lead submitted
02 / MAP THE DETAILS
Tech Mintra.
Full nameContact name
Phone numberWhatsApp number
Course interestRelevant label
Field mapping follows your connection setup.
03 / GIVE THE TEAM CONTEXT
AM
AaravIllustrative contact
Source
Meta lead form
Label
Course enquiry
Owner
Admissions
Follows your contact and assignment setup.
A lead form becomes a contact.

Bring ad-form enquiries into your contact workflow through a configured lead-data connection. Your team keeps the name, phone number and enquiry information together.

Illustrative data. Source access, field mapping and connection setup are required where applicable.
CHOOSE AN ENTRY PATH

Keep the source.
Connect the workflow.

Some enquiries start a WhatsApp chat. Others arrive as data through a configured connection or file import.

CONFIGURED CONNECTION

Meta ad leads

Bring lead-form submissions into your contact workflow through the lead-data connection set up for your business.

Discuss this source
CONFIGURED CONNECTION

Website & landing-page forms

Pass contact details and enquiry information from forms on your own website or registration pages.

Discuss this source
WHATSAPP CONVERSATIONS

Click-to-WhatsApp entry points

Ads, website buttons and direct links can open a conversation with your connected WhatsApp number.

Discuss this source
CONTACT IMPORT

Contact lists & CSV files

Import existing contact details from a CSV file, then organise the audience with the labels your team needs.

Discuss this source
API OR WEBHOOK

CRM & business tools

Connect supported contact, assignment or campaign workflows without replacing the systems you already use.

Discuss this source
CUSTOM SETUP

A source specific to your business

Share the app, form or workflow you use. We’ll assess what can connect and whether custom development is needed.

Discuss this source
THREE THINGS TO MAP BEFORE YOU START

Choose the source.
Define the next step.

Tell us where the data is, which details matter and what your team should do next. We’ll help define the connection around that workflow.

Map your integration
  1. 01

    The source

    Which ad form, website, file or business tool holds the enquiry?

  2. 02

    The details

    Which contact fields, interests, labels or assignment information should come through?

  3. 03

    The next step

    Should your team follow up, organise the contact or prepare a relevant template message?

A LITTLE MORE CLARITY

Good questions.
Clear answers.

Still deciding? We’re here to help.

Talk to the team
Which lead sources can we use?+

WhatsApp conversations and CSV contact imports are entry paths. Ads, website forms, CRM and other systems can feed supported contact, assignment or campaign workflows through configured connections.

How are ads and website forms connected?+

The connection depends on your form or source system. We review access, useful fields and the workflow you want, then configure a suitable API, webhook or custom connection. We’ll confirm the connection method and setup requirements for your system.

Does importing a lead automatically send a WhatsApp message?+

Contact data and outbound messaging are separate steps. Messages follow your configured workflow, audience permission, account requirements and approved templates where required.

Can we keep our existing CRM?+

Yes. You can assess a connection for the specific information and actions your team needs, rather than replace your current system.

Are Instagram and Facebook Messenger inboxes included?+

Automatic replies for those channels are planned. The Coming soon preview does not represent an available messaging integration.

LET’S TALK ABOUT YOUR BUSINESS

Make WhatsApp work
for your business.

See the right workflow for your team.