Solution · WhatsApp Sales
WhatsApp sales automation: from the first message to the next step
Mets turn a WhatsApp conversation into a traceable sales process: they capture context, qualify, quote or collect through your systems, and hand the case to sales ready to continue.
How do you automate WhatsApp sales without losing context?
Meteor turns a WhatsApp conversation into a traceable sales process: the Met finds or creates the CRM contact, captures the details your team defines, qualifies the opportunity and sets the next step. Depending on the systems you connect, it can create a quote, send a payment link and verify its status before sales or operations continue. The conversation does not replace your systems: CRM keeps the context, the store calculates catalog and order, and the payment gateway processes the charge.
Do sales move in WhatsApp but get lost when they leave the chat?
These are the bottlenecks costing your whatsapp sales operation the most sales and time.
One conversation that leaves context, next step and owner
Mets turn a WhatsApp conversation into a traceable sales process: they capture context, qualify, quote or collect through your systems, and hand the case to sales ready to continue.
Before and after
From the same old bottlenecks to a real advantage
A lead writes, receives an answer and nobody knows who should continue or what they need.
The contact stays in CRM with their data, stage and owner; the Met hands over the conversation with context when needed.
The quote takes too long while someone gathers products, price and customer details.
The Met checks the connected system or creates the Alegra quote with its PDF in the same sales journey.
The customer agreed, but sales does not know whether payment landed or what comes next.
It sends the payment link and checks the result by signed webhook before moving the order or escalating the case.
Follow-up turns into messages without context or outside WhatsApp rules.
The next step is scheduled in CRM and, outside the window, goes out as an approved template one at a time.
The solution
How Meteor automates your whatsapp sales operation
Every lead with context and an owner
The Met finds or creates the contact, records the details your process needs, qualifies the opportunity and hands the conversation over with a summary so sales can continue when a person is needed.
Quote from the source that matters
It can check your store catalog or create a PDF quote in Alegra. Price, order and availability remain those exposed by the connected system.
Collect without touching money or card data
It creates the Mercado Pago payment link and checks its status through the signed notification. The charge and card details pass through the gateway, never through Meteor or the chat.
Follow-up that respects WhatsApp rules
Reminders go out one at a time and with an approved template when the conversation is outside its window. The next step is scheduled without turning CRM into bulk messaging.
A human joins a prepared case
When the sale needs judgment, negotiation or an exception, the Met hands it to the owner with data and history. Automation prepares the work; it does not pretend to replace the seller.
Demand enters the same sales process
The Social Media Met creates assets, publishes to Facebook and Instagram and prepares Meta or Google ads with approval. The lead enters the same conversation and CRM flow sales uses.
Integrations
The systems your whatsapp sales operation already runs
The conversation opens the sale; CRM, catalog, quote and payment make it move. Each integration keeps its source of truth and the Met coordinates the journey.
Meteor CRM
24 toolsIt finds or creates the contact, records the details you define, updates the stage and hands the conversation to a person with the summary when the sale needs human intervention.
See the Meteor CRM spec sheetAlegra
18 toolsIt finds products, prices and stock, identifies the customer and creates a PDF quote from WhatsApp. A quote does not invoice or touch the Colombian tax authority.
See the Alegra spec sheetMercado Pago
7 toolsIt creates a payment link and checks its status through the signed notification. Money and card data are processed by Mercado Pago, not Meteor.
See the Mercado Pago spec sheetShopify
15 toolsIt checks store products, variants and availability and sends the customer to Shopify checkout. It does not connect Shopify to Mercado Pago without a Flow configured for that operation.
See the Shopify spec sheetWooCommerce
16 toolsIt checks the catalog and operates orders that already exist, including those pending payment. A checkout that never created an order is outside this operation.
See the WooCommerce spec sheetMeta Ads
12 toolsIt prepares Meta campaigns that can open a WhatsApp chat and leaves them paused for approval. The lead enters the same CRM and sales process.
See the Meta Ads spec sheetEach spec sheet lists the tools the connector really exposes, the credential you need and what it does NOT do. They are published in Spanish. See the full catalog .
The limits
What Meteor does NOT do in whatsapp sales
We would rather say it here than have you find out during implementation.
-
Your team defines qualifying questions, business rules and who decides an exception. CRM keeps the context and can transfer it; it does not replace the seller.
-
Outside the WhatsApp conversation window, reminders go out as approved templates and one at a time; Meteor does not send bulk messages.
-
Mercado Pago creates the link and returns its status; it does not process or store card details. It requires its access token and notification secret to be configured.
-
Shopify uses its own checkout. There is no preconfigured bridge from Shopify to Mercado Pago; any Flow between them is configured for the operation you need.
-
WooCommerce operates unpaid orders, not abandoned carts. Alegra creates PDF quotes but does not issue or void electronic invoices on its own or reserve stock.
The right team
The Mets that work best in whatsapp sales
Combine these Mets to cover the full cycle of your operation.
Lead qualification
Filters and scores every prospect automatically so your team only talks to the ones ready to buy.
View Met Close in the chatClosing sales
Walks the customer to the purchase: handles objections, recommends products and closes the sale inside the chat.
View Met 24/7 on your channelsCustomer support
Answers questions, resolves issues and looks after your customers on WhatsApp, Instagram, Messenger and web chat, at any hour.
View MetFAQ
Questions about Meteor in whatsapp sales
It can serve, qualify and run the steps you enable in your systems. When a sale needs negotiation, an exception or commercial judgment, it hands the conversation to the owner with context. The goal is for the team to join prepared, not to hide work that still needs a person.
It can create a Mercado Pago link and confirm its status through the signed webhook. Money and card data are processed in Mercado Pago, not inside Meteor or WhatsApp.
No. Meteor works with orders that already exist and are pending payment: it can list those orders, write to the customer and send a fresh link for the same total. A checkout that did not create an order is not part of that flow.
With an approved WhatsApp template sent one at a time. That channel rule protects the customer and keeps a commercial reminder from becoming uncontrolled bulk messaging.
When the sale must check ERP data such as stock, price by list, receivables or credit before moving forward. That solution focuses on B2B operations; this page covers the cross-functional sales flow of conversation, CRM, quote and payment.
Other industries
Meteor also fits…
Ready to automate your business?
Book a live demo and watch the Mets of Meteor working on your own operation.