Automation · Sales and quoting
Qualify the B2B prospect who writes on WhatsApp with RocketReach
An AI agent finds the WhatsApp prospect's company and title in RocketReach, verifies their email and fills in their contact.
How do I know who the B2B prospect writing on WhatsApp is, and their title, before handing them to sales?
A Met connected to RocketReach first checks your plan's credits. With the work email the prospect gives in the chat, it finds their company by domain and their professional profile, two searches that spend no credits, so it learns their title and company size. It verifies that the email can receive mail and, if your team needs the phone, gets the full contact and leaves it in your RocketReach My Contacts list with a tag. Verifying and getting the contact spend credits from your plan.
What starts it
When the customer writes
It starts when someone writes on WhatsApp on behalf of a company to ask for a quote or a meeting. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
B2B prospect qualification Met
Sales team
This is not a named, seeded Met. It is the Met that answers the sales WhatsApp, with RocketReach connected. Its work ends when sales gets the prospect with their company, title and a verified email.
Run by the lead qualification Met
Channels: WhatsApp
What you need connected
- RocketReach Sell and serve
6 steps · 6 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Check credits before spending
The Met checks your RocketReach plan and credit balances. If verification or lookup credits ran out, it continues only with the searches that spend nothing and lets your team know.
- 2
Find the company by its domain
With the domain of the work email the prospect gave, the Met finds the company and gets its industry and employee count. This search spends no credits.
- 3
Find the profile and title
The Met searches for the person by name and company domain and confirms their current title. It spends no credits either, and returns no emails or phones: only the profile.
- 4
Verify the email they typed
Before sales sends a quote, the Met checks that the email can receive mail. If it comes back invalid, it asks for another one in the chat. It spends 1 verification credit, unless the result is unknown.
- 5
Get the full contact if needed
If your team asks for the phone, the Met gets the contact with the profile ID and adds the tag you use for WhatsApp prospects. It spends 1 lookup credit and 1 export credit, and the person lands in My Contacts.
- 6
Wait for the result if it is pending
The contact lookup can stay pending for a few seconds. The Met checks its status once a few seconds have passed and delivers the result; checking the status spends no credits.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
RocketReach connected in Met
In Met, open Connections → RocketReach → Connect and sign in with a RocketReach account that has API access. Credits come from your plan.
-
A WhatsApp line with the Met assigned
Your company connects its WhatsApp Business API line in Met and assigns the qualification Met. In the skill you tell it which tag to use and when getting the phone is worth it.
-
Decide which lookups can spend
The workspace admin chooses which actions stay on. Verifying emails and getting contacts arrive turned on and spend credits; turning them off leaves only the free searches.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
-
It does not save the prospect to your CRM. The details stay in the conversation and, if the contact is fetched, in RocketReach My Contacts; moving them to your CRM is another step.
-
It does not find everyone. If the person is not in the RocketReach database or the contact lookup finishes with no data, the Met continues with what the prospect said in the chat.
-
It does not ask for confirmation before spending a credit. The control is which actions the workspace admin keeps on.
FAQ
Questions about this automation
With the full path, 1 verification credit plus 1 lookup credit and 1 export credit for the contact. If the Met does not need the phone, only the verification one.
Without a company domain, the Met cannot find the company that way. It asks for the company name and searches with that, or continues without RocketReach.
Not in a single call. RocketReach has no bulk verification: each email is one call and one verification credit.
Yes. If the admin turns off verifying emails and getting contacts, the Met only runs the company and profile searches, which spend nothing.
Keep going
Other automations built on the same tools
Sales and quoting
Update a HubSpot deal from WhatsApp without opening the CRM
How do I update a HubSpot deal from WhatsApp without opening the CRM after every visit?
Sales
- Starts:
- when someone asks for it
- Steps:
- 5, with 7 real tools
- Needs:
- HubSpot
Sales and quoting
Build a prospect list on WhatsApp from a PhantomBuster Phantom's results
How do I build a prospect list from WhatsApp with what my LinkedIn Phantom found?
Sales
- Starts:
- when someone asks for it
- Steps:
- 6, with 8 real tools
- Needs:
- PhantomBuster
Sales and quoting
Alert shoppers when a sold out product returns with Klaviyo
How do I alert a WhatsApp customer when the size or color they wanted is back in stock?
Social
- Starts:
- when the customer writes
- Steps:
- 5, with 6 real tools
- Needs:
- Klaviyo
Sales and quoting
Qualify a new lead and hand it to the right rep
How do I get every new lead to the right rep already qualified?
Sales
- Starts:
- when the customer writes
- Steps:
- 6, with 14 real tools
- Needs:
- Meteor CRM
Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.