Illustrative scenario · B2B SaaS

From form leak to attributed pipeline in 21 days

B2B SaaS · inbound WhatsApp qualify + Zoho sync

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This is a product outcome playbook, not a customer result or customer endorsement.

₹18.4LAttributed pipeline (30d)
< 2 minForm → WhatsApp reply
34Meetings booked
100%Zoho deals auto-staged

Challenge

Demo requests died in a shared inbox. Reps chased cold email while Hindi-speaking prospects waited on forms. Leadership could not answer which channel produced pipeline — only MQL counts.

Approach

  • Wired website forms to inbound WhatsApp qualify (English + Hindi) with sales-head approval on templates.
  • Scout elevated DNA-matched accounts from visitor graph; Closer ran committee + accelerate plays with governed outbound.
  • Every won meeting logged to Zoho with play_id provenance — exported via /pipeline and governance report.

Executive outcomes (90d)

  • Pipeline: ₹18.4L opportunity-stage across 12 accounts
  • Protected: —
  • At Risk: 2 accounts flagged; Keeper re-engage queued
  • Expansion: 3 PQA accounts handed to Grower watchlist

“We stopped losing form leads — WhatsApp qualify fires in under two minutes and Zoho gets the meeting without our rep copying notes.”

— Illustrative composite voice; not customer testimony

Illustrative outcome scenario — not customer testimony or a verified Wavly result.

Stack: Zoho CRM · Gupshup WhatsApp · Wavly bp.js · 90-day design-partner pilot · Growth tier

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