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.

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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.

The challenge

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.

With Meteor

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 or, if you charge in Colombia, the Wompi one with PSE, Nequi, Bancolombia and card, and checks the payment status before moving on. 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. And to write to many contacts at once there is Broadcasts: a template approved by Meta, a segment built from tags or contact fields, sent now or scheduled, with a messages per minute cap that protects the line.

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 tools

It 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 sheet

Alegra

18 tools

It 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 sheet

Mercado Pago

11 tools

It 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 sheet

Wompi

4 tools

The gateway for charging in Colombia: PSE, Nequi, Bancolombia and card, the methods Mercado Pago does not process. Same journey, a link inside the chat and the transaction checked by its number, in Colombian pesos only. It neither voids nor refunds a charge.

See the Wompi spec sheet

Shopify

17 tools

It 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 sheet

WooCommerce

16 tools

It 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 sheet

Meta Ads

12 tools

It 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 sheet

Each 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. The CRM does not write to a list from the conversation; sends to a segment are done from Broadcasts, with an approved template and a messages per minute cap that protects the line.
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. In Alegra, the Met creates the PDF quote from the chat; the invoice draft is created from the web platform, not from the channel chat, and you issue it to the DIAN from Alegra. It does not reserve stock.

Step by step

The day-to-day tasks in whatsapp sales, handled end to end

Each automation shows what triggers it, which Met runs it, which tool runs at each step and what it does NOT solve.

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

Sales and quoting

Quote over WhatsApp against live Alegra inventory

How do I quote over WhatsApp without having to open Alegra?

Finance and operations

Starts:: when the customer writes
Steps:: 5, with 12 real tools
Needs:: Alegra · Meteor CRM

Collections and receivables

Charge inside the conversation with a Mercado Pago link

How do I charge over WhatsApp without sending people to another app or asking for card details?

Sales

Starts:: when the customer writes
Steps:: 6, with 11 real tools
Needs:: Mercado Pago · Meteor CRM

Collections and receivables

Collect by PSE and Nequi from WhatsApp with Wompi

How do I collect by PSE or Nequi from WhatsApp with Wompi?

Sales

Starts:: when the customer writes
Steps:: 5, with 10 real tools
Needs:: Wompi · Meteor CRM

Collections and receivables

Recover the WooCommerce orders that were left unpaid

How do I recover the orders in my store that were left pending payment?

Sales

Starts:: at a set time
Steps:: 6, with 12 real tools
Needs:: WooCommerce · Mercado Pago · Meteor CRM

See all automations

The right team

The Mets that work best in whatsapp sales

Combine these Mets to cover the full cycle of your operation.

Prioritize real buyers

Lead qualification

Filters and scores every prospect automatically so your team only talks to the ones ready to buy.

View Met Close in the chat

Closing sales

Walks the customer to the purchase: handles objections, recommends products and closes the sale inside the chat.

View Met 24/7 on your channels

Customer support

Answers questions, resolves issues and looks after your customers on WhatsApp, Instagram, Messenger and web chat, at any hour.

View Met

AI chatbot cluster

See where this solution fits in the AI chatbot map

Each page answers a distinct intent and keeps its own operational limits visible.

AI chatbot for business

The main guide to channels, capabilities, integrations, limits and human handoff.

View solution

Customer-service chatbot

Context-aware support, connected systems and escalation for exceptions.

View solution

Restaurant chatbot

Orders, Rappi, sold-out items, payment and table reservations.

View solution

E-commerce chatbot

Catalog, stock, orders, payment, marketplaces and shipping connected.

View solution

Operational Company Brain

Collections, CRM, conversations and connected systems with governed access and actions from WhatsApp.

View solution

FAQ

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 or, if you charge in Colombia, a Wompi link with PSE, Nequi, Bancolombia and card, whose transaction it checks by its number before moving on. Money and card data are processed in the gateway, 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. If what you need is to reach many contacts at once, that is done from Broadcasts: a template approved by Meta, a segment built from tags or contact fields, sent now or scheduled, with a messages per minute cap that protects the line.

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.

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