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Social inbox, WhatsApp and SMS

Turn a social media message into a lead

Press Mark as lead and the person is made in the CRM with the right source, and the next salesperson is picked in turn.

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How it works

4 steps in YuktiBOS.

Where to find it: Social inbox.

  1. Read the conversation in the Social inbox.
  2. Press Mark as lead. A person is created with the source Social DM or Social comment (or found by phone number for WhatsApp).
  3. The course rules run and the next salesperson is chosen.
  4. The first-call clock starts.

What you get

What comes out of it.

A new message in a conversation that is already a lead stays linked to the same person.

A manager's decision, not an automatic dump into the CRM.

Who it is for. Social media managers handing over to sales.
SalesMarketingFintech and consumer appD2C and retail brand

You may also know this as: social media DM to lead, instagram dm to crm, convert comment into lead.

Related things you can do

Collect social media messages and comments in one inboxGive new leads to the next free salesperson in turn

More from Social inbox, WhatsApp and SMS

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Everything you can do

Want to turn a social media message into a lead?

We are onboarding a small number of businesses for early access. Tell us what you do and what you would like off your plate.

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