Understand where your sales conversations begin.
Organize WhatsApp Web lead sources to connect referrals, campaigns and channels with contacts recorded in your pipeline. Organize channels in a color-coded catalog, create links with distinct messages and review suggestions based on incoming text. Then compare lead arrivals with Kanban deals to give your sales decisions a clearer basis.
Use the active extension in WhatsApp Web with a valid session and internet access. The catalog, links, rules and source history are stored on the server. Detection starts when you select Detect in batch: it checks the first 40 unassigned contacts with accessible chats and up to 25 messages per chat. It does not run continuously in the background.
TappyWhatsConnect the first message to the Kanban outcome
Open Lead sources and create or edit the catalog names and colors. Assign a source to one contact, or select several unassigned contacts and classify them together.
Connect the first message to the Kanban outcome
Keep referrals, campaigns and channels in your own source catalog. Later assignments preserve the first source, while detection records retain confidence and supporting text so your team can review the evidence.
Edit source names and colors; assign contacts individually or in bulk.
Create wa.me links with a message, optional code and QR; add keyword rules.
Compare leads, conversion and won value by source, then export CSV or JSON.
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Organize your channels
Open Lead sources and create or edit the catalog names and colors. Assign a source to one contact, or select several unassigned contacts and classify them together.
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Give each entry point a recognizable message
Create a wa.me link with a campaign-specific message. Add an optional code and generate its QR code. In rules, connect keywords to a source and choose whether to suggest or assign it.
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Review and compare
Select Detect in batch in the unassigned leads list, then review the suggestions. Choose a date range and grouping in reports to compare sources with the outcomes recorded in Kanban.
Illustrative example: a trade fair and a store profile
A furniture shop puts a QR code at a fair with the message “Please send the fair catalog” and uses a different link on its social profile. Once those messages arrive, the team runs detection, checks the assignments and follows deals in Kanban. It can compare channels using the contacts and sales it has recorded.
Illustrative example with fictional data.What to know before you install.
Use the active extension in WhatsApp Web with a valid session and internet access. The catalog, links, rules and source history are stored on the server. Detection starts when you select Detect in batch: it checks the first 40 unassigned contacts with accessible chats and up to 25 messages per chat. It does not run continuously in the background.
Explore plansDoes a link identify everyone who clicks it?
No. A link opens WhatsApp with a prefilled message. Identification requires an incoming text containing a recognized phrase, code or keyword. If someone removes that signal or never sends the message, their click is not identified as a source.
Can detection change a source chosen by the team?
High confidence can fill an empty source when there has been no manual edit. Medium confidence creates a suggestion you can confirm or dismiss. Detection does not replace a manual or existing source; the first source and event records help you review the history.
What can I compare in reports?
Review lead counts, source shares and trends with date filters and daily, weekly or monthly grouping. Include or exclude imported contacts and compare wins, values, conversion and average deal value calculated from Kanban. Export contact details as CSV or the report as JSON.
Does it connect directly to advertising platforms?
Channel names and links organize sources within your sales conversations. This feature does not import clicks or spending from Meta Ads or Google Ads, or calculate ROAS or ROI. Results depend on classified contacts and the values and stages recorded in Kanban.
Ready to use this feature?
Edit source names and colors; assign contacts individually or in bulk.
