New lead → calling workflow
Use a dedicated CRM webhook to receive an eligible new-lead event.
CONNECTED WORKFLOWSConnect the enquiry.
Connect the enquiry.
Keep the context.
CRM and WhatsApp work is scoped around the API, events and permissions your business system provides.
WhatsApp follow-up
Discuss a buyer/seller form or a follow-up workflow with your provider’s API and incoming events.
Your client credentials
Integration access must belong to the right workspace and business number.
THE NEXT STEPBuild the brief.
Build the brief.
Test the conversation.
Your caller number, voice setup and business requirements are confirmed before the calling workflow goes live.
BSG AI VOICEYour next conversation