Integrations & automation

Connect a lead source

Settings → Integrations → Connect on one of:

• Facebook & Instagram Lead Ads
• Google Ads lead forms
• IndiaMART (instant push, plus a check every 10 minutes as a backup)
• WhatsApp Business (Cloud API)

Then:

1. Paste what HashBook asks for — tokens or keys from that service. The dialog’s How to set it up lists the steps.
2. Copy the Webhook URL (and verify token or key) it shows you back into that service.
3. Send a test lead and watch it appear under Recent deliveries.

The same enquiry never becomes two leads. Tokens are stored encrypted and never shown again.

If a delivery failed

Say the token expired: fix it with Edit, then Try again on the failed line.

WhatsApp a lead

Open the lead → Send WhatsApp. A free-text message only reaches people who wrote to you in the last 24 hours; otherwise pick an approved template.

New chats from unknown numbers become leads; messages from known numbers go on the lead’s timeline.

Automation rules

Settings → Automation → New rule.

When: a lead arrives (optionally only from chosen sources or above a budget), its status changes, it isn’t contacted within N hours, a quotation is accepted, or an invoice is N days overdue.

Then: assign (round-robin), create a task, notify, email, send a WhatsApp template, set priority or status. Use placeholders like {{name}}.

Examples

• When a new lead arrives from IndiaMART → assign to Ravi and Anu in turns → create task “Call {{name}}” due in 1 hour → WhatsApp template “welcome_lead”.
• When a new lead isn’t contacted in 2 hours → notify the owner’s manager.

Each rule runs once per record; every run is logged and shown on the lead’s timeline. Untick On to pause a rule.