Get every new lead on WhatsApp

If you don't check your email often, Markettai can send you a WhatsApp message every time a new lead comes in, so you can call them while you're still on their mind. It's included in the Pro, Master and Agency plans, and the account owner or an admin turns it on.

How to turn it on. In My account › Preferences, under "Every new lead on WhatsApp", check the number (we suggest the one in your profile) and flip the switch. We also offer it at the end of your initial setup and in Clients when your first lead arrives. When you turn it on we send you a test alert: if it doesn't arrive within a few minutes, check the number.

What you get. A message from Markettai's WhatsApp number with the lead's name, what they did (asked for an appointment, left their details, bought, or filled in your Meta form), which page or ad they came from, and a "View in Clients" button that takes you to the Clients list filtered to that lead (or, for a summary, to all the leads in it). The message doesn't include their phone, their email or what they wrote in the form: those are in their record.

If many arrive at once. We send one per lead up to 5 in an hour; from the sixth on, when the hour closes you get a summary with how many came in. If you want every one of them, turn on "One per lead, always". If you don't want messages at night, turn on "Quiet from 10 pm to 8 am" (Madrid time): the night's leads reach you together at 8.

If you reply to the message. Our assistant answers. It can help you find the lead or explain how to contact them. If the number is the phone of someone on your team with a Markettai user, it also handles other questions about your account; if it is another number (reception, for example), those questions are for whoever manages the account. To stop the alerts, reply "STOP".

How to turn it off. Flip the switch off in My account › Preferences, or reply "STOP" to any alert. "STOP" turns off every alert that reaches that number: if it gets them for more than one business, they all stop. You still get the email for every new lead.

If you change plans. If you move to a plan without this feature, we stop sending the alerts, and the switch stays in My account › Preferences in case you'd rather turn it off; if you come back to Pro with it on, they resume on the same number.

Who is responsible for the data. You choose the number. If you use someone else's (your front desk, for example), make sure first that they agree to receive these messages.

Something not working? See «How to tell where the problem is».