• CRM
  • WHATSAPP
  • SALES
  • HUMAN

How to create leads and send followups with your AI

Connect Zenvia Conversion to your agent once. From there, your AI handles the data entry and the initial outreach.

Ask AI about this page

Short answer

How can I use my AI to manage leads and WhatsApp followups?

Your AI uses Zenvia Conversion to register new contact details and trigger WhatsApp template messages. This keeps your sales pipeline active without manual data entry. You'll see how the automation handles the handoff below.

The results.

Where your data lands.

The AI moves information between your chat and your sales tools.

CRM

New lead created

The AI uses the contact info from your chat to register a new person in your system. This keeps your database current.

WHATSAPP

Instant followups sent

Your agent triggers a template message to the new contact immediately. This ensures you reach them while they are still interested.

SALES

Active sales pipeline

Because the AI handles the initial contact, your leads stay warm. You get notified when a conversation starts.

HUMAN

Manual intervention needed

The AI handles the logging and the first message. You step in once the customer replies to take over the conversation.

The workflow

What your AI does when a lead arrives.

The AI acts as the bridge between your conversation and your messaging platform.

  1. Capture contact info

    When you identify a potential customer in chat, the AI pulls their details to build a profile.

    create_lead

  2. Register the lead

    The AI sends that profile directly to your Zenvia account to ensure the lead is saved.

    create_lead

  3. Trigger outreach

    The AI picks a specific WhatsApp template to send to the new contact.

    send_template

  4. Confirm delivery

    The AI verifies the message was sent so you know the follow-up is in progress.

    send_template

Try it

Copy these to start.

Use these prompts to trigger the Zenvia Conversion tools.

Starting points

These are starting points. Swap out the bracketed info with your actual contact details.

Zenvia Conversion Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_sFf0Ih3zhem3LVE4qroDbO239k4TcZkCewSRrzhN/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Zenvia Conversion capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "zenvia-conversion-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_sFf0Ih3zhem3LVE4qroDbO239k4TcZkCewSRrzhN/mcp"
    }
  }
}
Copy into chat04

  • Create a new lead for John Doe at john.doe@example.com and send him the welcome template.

  • I have a new contact, Sarah Miller, phone 555-0123. Log her as a lead and send the intro message.

  • Log this lead: Mike Ross, mike@ross.com, and trigger the follow-up WhatsApp template.

  • Register a lead for the client I just mentioned and send the standard greeting via WhatsApp.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Zenvia Conversion once, then ask.

You only need to link your account once. Your credentials stay encrypted, and you can start managing leads through any compatible client immediately.

Connect Zenvia Conversion to your AI

FAQ

How this task behaves.

  • 01

    Can the AI write custom WhatsApp messages?

    No. The AI can only trigger existing templates through the send_template tool.

  • 02

    Does the AI delete leads if I make a mistake?

    No. This MCP does not have a tool to delete or modify existing leads.

  • 03

    Will the AI automatically reply to customer questions?

    No. The AI sends the initial template, but you must handle the actual conversation once the customer responds.

  • 04

    Can I use this to send bulk messages?

    No. The AI is designed to trigger individual followups for specific leads you identify in chat.

  • 05

    Do I need to manually enter data into Zenvia?

    No. Once you tell your AI to create a lead, the data is sent to Zenvia automatically.

  • More questions about Zenvia Conversion? The Connector page answers them. See everything the Zenvia Conversion Connector can do

Connect Zenvia Conversion to Claude, Cursor, ChatGPT & more