Case study · B2B SaaS · Pune
From form leak to attributed pipeline in 21 days
B2B SaaS · inbound WhatsApp qualify + Zoho sync
Attributed pipeline (30d)
₹18.4L
Form → WhatsApp reply
< 2 min
Inbound qualify template
Meetings booked
34
First 90-day pilot window
Zoho deals auto-staged
100%
No rep copy-paste
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.”
Permissioned design-partner narrative. Metrics from workspace attribution export; company name withheld per partner request.
Stack: Zoho CRM · Gupshup WhatsApp · Wavly bp.js · 90-day design-partner pilot · Growth tier