Automating Student Onboarding via WhatsApp in SugarCRM
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 from SugarCRM, but replies from unknown numbers went nowhere.
- ▪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 from SugarCRM, but replies from unknown numbers went nowhere.
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try { if(localStorage) { let currentUser = localStorage.getItem('current_user'); if (currentUser) { currentUser = JSON.parse(currentUser); if (currentUser.id === 4000037) { document.getElementById('article-show-container').classList.add('current-user-is-article-author'); } } } } catch (e) { console.error(e); } Northbeam Technologies Posted on Jun 26 • Originally published at northbeam-tech.com Automating Student Onboarding via WhatsApp in SugarCRM #php #crm #twilio #automation 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.
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