From form to profile: what happens when a lead arrives

This is one of the moments when the platform works on its own. When someone fills in a form on the website or in an ad, a sequence happens in seconds.

The lead's path

1. The lead arrives through the website, a landing page, the WhatsApp button or a Meta lead ad form.
2. It becomes a customer in the Customers app, with name, contact, source and tags. If the person is already registered, the lead is recorded on their profile.
3. It enters the history as "lead received", with the campaign and pages that brought the person.
4. It appears in the pipeline, in the entry stage.
5. It gets the first contact on WhatsApp, when the tripaulx AI agent is set up for that.
6. The team is notified by email, according to the recipients defined for each form.

Why this matters

No lead gets lost in an inbox, nobody needs to copy data into a spreadsheet and every customer's source is recorded for good. When the sale happens, you know exactly which campaign paid for the investment.

Recipients

In Recipients, choose who on the team gets the notifications for each form. Dr. Maria's practice, for example, sends assessment requests to the front desk and questions about procedures to the coordinator.

tripaulx AI agents

Along this path, tripaulx AI agents handle the part that depends most on speed: they reply to the lead on WhatsApp, understand what they need, book the meeting on the calendar and keep the pipeline stage and tags up to date. tripaulx works as an AI operating system for companies: the agents use the same tools as your team, such as Missus, Customers and Scheduling, and they work together.