← Back to portfolio CRM Integration

WhatsApp AI Lead Qualifier and CRM Integration for a Dental Clinic Network

Automated lead qualification and enrichment pipeline for a dental clinic, integrating a WhatsApp chatbot directly with Zoho CRM. The bot qualifies prospective patients via conversational flow — treatment type, urgency, location, insurance — enriches the CRM record, scores the lead, and routes high-intent prospects to booking. Low-intent leads enter automated nurture sequences.

Outcome

Significant reduction in unqualified lead handling. Higher booking conversion rate from first contact.

Tech stack

Node.jsWhatsApp Business APIAnthropic ClaudeZoho CRMPostgreSQL

Discuss a similar project

30 minutes, no pitch.

Book a Free Call →