How to Generate Leads Using WhatsApp in 2024 {Proven Method}

Miodrag Magyar
Last updated July 4, 2024
How to Generate Leads Using WhatsApp in 2024 {Proven Method}

Struggling to generate leads that convert? Traditional methods falling short? It’s time to rethink your strategy. A lot of companies use WhatsApp as the main communication channel for lead generation. With over 2 billion active users, WhatsApp offers a direct, personal, and efficient way to connect with potential customers. Imagine having a tool that combines the intimacy of a phone call with the convenience of a text message, all while being cost-effective and widely accessible.

Why Use WhatsApp Business For Lead Generation

There is tremendous potential to expand your business and level up your sales strategy using WhatsApp. However, before you can sell, you must find those leads, qualify them, and convert them into paying customers. Let’s discuss some of the key benefits WhatsApp offers for lead generation:

1. High engagement rates

WhatsApp boasts high open and response rates compared to traditional email marketing. A good open rate for emails is somewhere between 17% and 28%. WhatsApp has a staggering 98% open rate. This means your WhatsApp messages are more likely to be seen and read, increasing your chances of engaging potential leads effectively.

2. Personalized communication

WhatsApp is designed for personalized and direct communication with prospects. You can tailor your messages based on the customer’s previous interactions and preferences, creating a more personalized experience that can drive conversions.

3. Real-time support & interaction

Providing instant support and real-time interaction through WhatsApp can improve the customer experience. Quick responses to inquiries can help build trust and move potential leads further down the sales funnel.

How to Generate Leads on WhatsApp Business API

The WhatsApp Business API is a more robust and scalable option than the WhatsApp Business app. It allows you to automate and personalize interactions at scale, making communication with potential leads efficient and effective.

Here are 5 strategies to generate leads using the WhatsApp Business API:

1. WhatsApp chatbot

With a WhatsApp chatbot, you can guide leads through a series of questions to qualify them properly. Chatbots can handle multiple conversations simultaneously, making sure no lead goes unattended.

Drag-and-drop chatbot builder in Rasayel.

Moreover, chatbots can collect valuable data about prospects, which can be used to personalize follow-up communications and tailor your marketing strategies.

2. WhatsApp chat widget

Integrate a WhatsApp chat widget into your website. This lets visitors start a WhatsApp conversation directly from your site, increasing engagement and capturing leads already interested in your offerings.

WhatsApp chat widget on a website.

3. WhatsApp QR code

Create a WhatsApp QR code that prospects can scan to start a chat with your business. You can place this QR code on your website, marketing materials, or even physical locations to make it easy for potential leads to connect with you.

4. Click-To-Chat WhatsApp ads

Use click-to-chat ads on social media platforms like Facebook and Instagram. These ads allow users to click a button and start a WhatsApp conversation with your business, driving traffic and generating leads from your ad campaigns.

Click-to-WhatsApp add on Facebook.

5. Broadcast messages

Using WhatsApp Broadcast allows you to send messages to multiple recipients without them knowing who else received the message. This is particularly useful for sending updates, offers, and announcements to a targeted list of prospects.

Customer segmentation based on interests or demographics, or any other category for that matter, can improve the relevance and engagement of your messages. This targeted approach helps nurture leads more effectively by addressing their specific needs and preferences.

How to Qualify Leads on WhatsApp: Step-by-Step

Qualifying leads on WhatsApp involves assessing the potential of each lead to become a paying customer. Here’s how you can do it effectively:

1. Initial interaction

Design simple & interactive WhatsApp chatbots that greet new leads and ask basic qualifying questions. This helps you immediately engage new leads and gather initial information about their needs and interests.

Using WhatsApp Flows within a chatbot conversation allows you to create a structured and interactive information gathering that improves lead qualification. Flows guide leads through a series of form-based questions helping you collect all the necessary details.

2. Customer segmentation

Categorize leads based on their responses to understand their needs and interests. By segmenting leads into different categories, such as by product interest or urgency of their need, your messages will be more effective.

3. Personalized follow-up

Send personalized messages & content that address the specific interests and needs of each lead. Using the data collected during the initial interaction, you can craft follow-up messages that resonate with the individual lead’s situation.

By setting up a solid WhatsApp CRM integration, you can easily automate workflows & set up triggers as leads move along the funnel.

4. Lead scoring

Lead scoring helps you prioritize your efforts on the leads most likely to convert. Assign scores to leads based on their engagement and responses to further prioritize follow-ups. WhatsApp can help you efficiently manage this process. With WhatsApp, you can track interactions, measure engagement, and assign scores to leads based on their responsiveness and activity.

5. Customer engagement

WhatsApp is instrumental in nurturing leads by enabling consistent communication, sharing valuable content, and keeping leads engaged. ultimately moving them toward making purchasing decisions. With features like broadcast lists and automated messages, WhatsApp helps you efficiently share relevant content and keep leads engaged throughout their journey.

Do’s & Dont’s of WhatsApp Lead Generation

These best practices can help you effectively use WhatsApp for lead generation:

Personalize your messagesSpam your contacts
Provide quick responsesIgnore customer inquiries
Use multimedia contentSend overly promotional messages
Ensure data privacy and securityShare sensitive information without consent
Use automated tools for efficiencyRely solely on automation

How to Generate & Nurture Leads Using Rasayel

To effectively generate leads using Rasayel, it’s important to use a combination of strategic setup, integration, and analysis. By optimizing your WhatsApp Business account, integrating with your CRM, and using Rasayel’s tracking capabilities, you can create an efficient lead generation process. Here’s how:

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1. Set up your WhatsApp Business account

Make sure your account is verified and complete with all necessary business information. This will help you establish your credibility and allow potential leads to recognize and trust your business.

Make sure to include a professional profile picture, business description, contact details, and business hours to provide essential information to your prospects from the very beginning.

2. Integrate with CRM

By integrating Rasayel with your CRM, you can automatically sync lead data, track interactions, and maintain a comprehensive view of each lead’s journey. This integration allows you to efficiently manage leads, segment them based on their interests and behaviors, and make sure that no lead falls through the cracks. It also helps in personalizing follow-up communications, making your engagement more targeted and effective.

Managing WhatsApp leads in HubSpot.

Rasayel integrates with HubSpot and Pipedrive. These integrations improve your CRM’s capabilities and make your lead management process more efficient.

3. Personalize communications & engage leads

Use the data collected through your CRM integration to craft personalized messages for each lead. This can include referencing previous interactions, addressing specific pain points, and offering solutions that match their needs.

Interactive message template with customer’s name.

4. Automate follow-ups

Use automated workflows to automate follow-up messages based on lead behavior and engagement levels. Timely follow-ups can keep your leads engaged and move them further down the sales funnel.

Creating a workflow in HubSpot.

Make sure your follow-up messages are personalized and relevant to the lead’s recent interactions with your business.

5. Track & analyze

Monitor the performance of your lead generation efforts using engagement and activity logging. Rasayel’s integration with CRM platforms allows you to track every interaction and activity. This includes messages sent, responses received, and the timing of each interaction.

Engagement logging helps you understand which messages resonate most with your leads, the response times, and the overall engagement levels. This data allows you to identify patterns and trends, helping you to refine your messaging and improve your strategies over time.

A report created with Rasayel’s engagement logging.

Activity logging, on the other hand, records specific actions taken by leads, such as clicking on links, requesting more information, or participating in conversations. This detailed tracking enables you to assess the lead’s interest level and identify which leads are more likely to convert. It also helps in segmenting your leads based on their engagement and activity.

activity logging in HubSpot


With over two billion active users, WhatsApp provides a unique opportunity to generate leads and engage them in a direct, personal, and efficient manner. With Rasayel’s CRM integration, personalized messaging, automated workflows, and advanced tracking capabilities, you can create an effective and smooth lead-generation process.

Through a combination of high engagement rates, personalized communication, instant support, and cost-effective marketing, WhatsApp is an invaluable tool for businesses looking to expand their reach and improve their sales strategies. By following best practices and continuously refining your approach based on data insights, you can make sure that your lead-generation efforts are both effective and scalable.

Frequently Asked Questions

Generating leads for your business involves attracting potential customers and capturing their interest in your products or services. This can be done through various methods such as content marketing, social media engagement, search engine optimization (SEO), email marketing, and using platforms like WhatsApp for direct communication.

Leads are crucial to the selling process because they represent potential customers who have shown interest in your products or services. Having a steady flow of leads ensures that your sales team has opportunities to convert these prospects into paying customers. Leads help in building a pipeline for future sales, allowing your business to grow and maintain a consistent revenue stream. They also provide insights into market demand and customer preferences, enabling you to refine your marketing and sales strategies.

Generating leads through Facebook involves using the platform’s extensive advertising and engagement tools. You can create targeted ads that reach specific demographics, interests, and behaviors relevant to your business. Facebook Lead Ads allow users to fill out forms directly within the platform, making it easy to capture their information. Additionally, using Click to WhatsApp ads can be highly effective. These ads include a button that directs users to start a conversation with your business on WhatsApp.

Yes, AI can generate leads by automating various aspects of the lead-generation process. AI-powered tools can analyze large amounts of data to identify potential leads, predict their behavior, and personalize communication. AI-powered WhatsApp chatbots can engage with prospects in real-time, collecting information and qualifying leads.

Learn more

If you'd like to learn more about how WhatsApp can help you grow your business, please reach out to us on WhatsApp at +13024070488 (Click to chat now).

We also offer a free consultation session where we review your use case, answer any questions about WhatsApp, and help you build a strategy to make the best out of the platform. Book a call with us here. We'd love to speak with you:

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About the author
Miodrag Magyar

Miodrag brings over 15 years of hands-on experience in content writing and marketing, with a talent for making even the trickiest topics clear and interesting. His passion lies in guiding businesses to effectively utilize WhatsApp to build stronger customer relationships and drive results. With an eye for detail and a heart for storytelling, he’s here to show how effective WhatsApp communication can boost sales and enhance customer engagement.

@Miodrag Magyar on LinkedIn