IDB2B | WhatsApp AI Agents
Overview
DB2B helps you qualify WhatsApp leads before they reach your sales pipeline in Notion.
When someone messages your business on WhatsApp, IDB2B’s AI agent asks basic questions like what they need, their budget range, and how soon they want to buy. Only serious leads are then sent to your Notion database.
You can use Notion to manage your sales pipeline, track deal stages, and keep notes and documents, while IDB2B handles the first conversation and filtering.
This setup helps sales teams spend less time replying to unqualified chats and more time closing real opportunities.
How to use
How to use
Connect IDB2B to your WhatsApp Business number.
Set the questions you want the AI agent to ask (for example: budget, intent, timeline).
Visit this page https://app.idb2b.com/integrations/notion
Select a Notion template or create new database for your sales pipeline.
Sync qualified leads from WhatsApp into Notion automatically.
Manage deals, notes, and follow-ups in Notion.
Continue chatting with customers in WhatsApp when needed.
Best for
Teams that receive many WhatsApp inquiries
Sales teams that want a cleaner pipeline in Notion
Businesses that want to filter leads before sales follow-up
- 製作者:
- IDB2B
- 類別
- 銷售人員
- 自動化
- 功能
- Workflow automation
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