
Tech
Automating Student Onboarding via WhatsApp in SugarCRM
A multi-step conversation engine that captures leads and creates CRM records automatically — no staff required.
The Problem
When prospective students first contact the school via WhatsApp, staff had to manually collect their details and create a record in SugarCRM by hand. Leads that arrived outside business hours were simply missed or delayed — there was no way to capture them without a person in the loop.
The school was already using Twilio for outbound WhatsApp messages fro...
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