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Automation · Sales and quoting

Verify and save in Hunter the B2B prospect who writes on WhatsApp, with their company's decision maker

An AI agent uses Hunter to verify the email of a WhatsApp prospect, complete their company, find the decision maker and save the lead.

How do I verify the email of a prospect writing on WhatsApp and find who decides at their company?

A Met connected to Hunter verifies the work email the prospect leaves on WhatsApp and, if it is not deliverable, asks for another one in the same conversation. Then it completes their company details from the domain and lists the executive level contacts in the department you care about, to know who decides. It checks whether the prospect was already a lead and, if not, saves them in the list your team uses without overwriting data you already had. Verifying, completing the company and searching the domain spend credits from your Hunter plan; checking and saving leads do not.

What starts it

When the customer writes

It starts when someone from a company writes on WhatsApp asking for a quote or a demo and leaves their work email. There is no trigger to set up: 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

Met that receives and qualifies B2B prospects

Sales team

It has no seeded name: it is the Met that answers the sales line of a company that sells to other companies, with Hunter connected. Its work ends when the prospect is saved as a lead, with a deliverable email and their company's decision maker identified.

Run by the lead qualification Met

Channels: WhatsApp

What you need connected

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. 1

    Verify the email they gave

    The Met verifies the prospect's work email. If Hunter says it is not deliverable, it asks for another one in the chat before going on. It charges 1 verification credit per email with a result.

  2. 2

    Complete their company details

    With the email domain, the Met completes the company details, to know its size and what it does before recommending a plan. It charges 1 or 2 credits depending on your plan, only if data is found.

  3. 3

    Find who decides

    The Met lists the domain's contacts at the executive level and in the department its instructions set, for example sales or finance. It charges 1 credit per 10 emails returned.

  4. 4

    Check whether they were already a lead

    Before saving, the Met checks whether the prospect's email is already a lead in your Hunter account, to avoid a duplicate. This step spends no credits.

  5. 5

    Pick the leads list

    The Met lists your leads lists and picks the one its instructions point to, for example the one for prospects arriving on WhatsApp, to save the prospect there.

  6. 6

    Save the lead without overwriting data

    The Met saves the prospect in that list with the action that only creates when missing, so it does not overwrite data your team already had. This step needs that action on and 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.

The limits

What this automation does NOT solve

Better said here than discovered halfway through the rollout.

FAQ

Questions about this automation

One verification, 1 or 2 credits for the company details and 1 credit per 10 emails from the domain search. Checking and saving the lead spends nothing.

Yes. The Hunter page includes the action to find an email from a name and domain, which charges 1 credit only if it finds it.

If you have a CRM connected in Hunter, the page includes the action to send leads to that CRM. This automation ends when the lead is saved in Hunter.

The Met sees it in the fourth step and does not create another one. If it saves anyway, the action it uses does not overwrite the existing lead's data.

Keep going

Other automations built on the same tools

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