Interest arrives without enough context
A phone number alone does not tell sales what the person wants or what should happen next.
Conversational lead operations
Turn inbound interest into an owned next step.
Capture enquiries from ads, social conversations, forms, and messaging channels. Qualify the opportunity, preserve attribution, route it to the right owner, and continue follow-up from one customer record.
Official WhatsApp Cloud APINo device scanningHuman handoff
Lead intake
Greenbubble workspace
NewQualifiedAssigned
01
Product consultation
Assigned to SalesClick-to-WhatsApp ad · Work email verified
02
Service enquiry
Qualification in progressInstagram DM · Requirement captured
03
Partnership request
Review requiredWebsite form · UTM retained
A clearer path from first click or message to qualification, ownership, CRM context, and follow-up.
Multi-source
Lead capture
Structured
Qualification
Owned
Sales routing
Attributed
Campaign context
The operating gap
The conversation is only one part of the work.
Greenbubble connects the message to the customer record, the responsible team, and the next business action.
Attribution is lost at handoff
The team cannot connect the conversation to the ad, page, campaign, or original source.
Fast replies still lack ownership
Automation answers immediately, but qualified opportunities wait when routing is unclear.
What your team can run
Built for the full operating workflow.
The tools stay connected, so a new message can become an owned, measurable action without rebuilding context at every step.
Conversational capture
Start structured intake from WhatsApp, social DMs, comments, ads, forms, and direct links.
Lead forms and fields
Collect business email, phone, requirement, location, budget, timeline, and custom information.
Qualification logic
Use answers and conditions to categorize enquiries and decide the next action.
Ownership and routing
Assign qualified conversations to the right team, person, or automated nurture path.
CRM and webhook sync
Send normalized lead context into connected systems without discarding the conversation history.
Follow-up automation
Create relevant reminders and nurture steps when a lead needs more time or information.
How it works
From first contact to the next action.
A practical operating model that fits the way customer-facing teams already work.
- 01
Capture the source
Record where interest started, including campaign and click context when available.
- 02
Ask what matters
Collect the minimum information the business needs to understand fit and urgency.
- 03
Assign the next step
Route the lead to sales, a specialist, a booking flow, or an appropriate nurture journey.
- 04
Keep the record complete
Sync the outcome, owner, and conversation context with the customer record and CRM.
AI tools and MCP
Let AI help with the work, not just the reply.
Approved AI clients can use Greenbubble MCP tools to understand available context and work with conversations, contacts, campaigns, and automation. Existing workspace, role, and plan controls still apply.
Explore AI and MCPInspect lead context
Let an approved AI client review captured details and relevant conversation history through MCP.
Recommend the next action
Use business rules and approved context to prepare routing or follow-up suggestions.
Coordinate connected systems
Create controlled actions across contacts, messaging, campaigns, and automation workflows.
Where it fits
Adapt the workflow to your team.
Real estate
Property enquiries
Capture location, property type, budget, and timing before assigning the right agent.
Education
Admissions interest
Collect course, intake, eligibility, and preferred consultation details.
B2B
Demo and consultation requests
Verify work details, understand the use case, preserve campaign source, and route ownership.
Services
Appointment enquiries
Collect service requirements and availability before moving into booking or follow-up.
Connected stack
Use the systems your workflow already depends on.
Click-to-WhatsApp ads
Instagram DMs
Facebook Messenger
Website forms
HubSpot
Zoho CRM
Google Sheets
n8n
Customer stories
What improves when the work is connected.
These customer comments come from feedback already shared with Greenbubble. They describe day-to-day operating improvements, not guaranteed performance results.
Customer service
“Greenbubble helped us move from delayed replies to immediate customer responses and gave the team a much better service workflow.”
SS
Saroj Kumar Satpathy
Director · Newtracreations
Operations
“Work that previously took hours can now be completed in minutes. The team has more time for the tasks that need human attention.”
DN
Diptendu Sekhar Naik
Director · TrackePay Fintech
Follow-up
“Automated WhatsApp follow-up gave our team a clearer way to reconnect after an incomplete customer journey and helped us see value quickly.”
MS
Manoj Kumar Satpathy
Chief Editor & Director · Janjagaran News
Reminders
“Automated reminders reduced repetitive follow-up work, leaving the team more time for the conversations and tasks that need human attention.”
SS
Subhashree Sethi
Director · NuanceNext Technologies
Retail conversations
“Customer enquiries, order conversations, and follow-ups are easier to manage together, which creates a clearer experience for our team and customers.”
PA
Piyush Agarwal
Director · Oasis Furniture
Automation quality
“Greenbubble improved automation and consistency across our operation, so the team can spend more time on higher-impact work.”
FO
Fernando Ortiz
Director · Shieldsite.io
Questions, answered
What teams usually ask.
Need to discuss your channels, workflow, or integrations? Book a demo and we’ll map the setup with you.
Can Greenbubble capture leads from Facebook and Instagram ads?+
Yes. Click-to-WhatsApp and messaging entry points can carry campaign context into the conversation when the source provides it.
Frequently asked questionCan we create our own qualification questions?+
Yes. Use form fields, chatbot steps, conditions, custom fields, and workflow logic to collect the information your team needs.
Can qualified leads go into our CRM?+
Yes. Supported integrations, Smart Integrations, API v2, and webhooks can send normalized lead data to connected systems.
Does the system preserve advertising attribution?+
The website lead flow captures permitted UTM, click ID, referrer, and page context. Availability depends on consent and the original acquisition source.
Build the workflow around your operation