What should happen after an enquiry arrives?
Start with one source, such as a website form. Define required fields, the destination record, task ownership and how follow-up is confirmed. WhatsApp, email and CRM connections require suitable provider integrations and eligibility; a WhatsApp button alone does not save a CRM lead.
The interactive example below uses browser-local sample data to explain the workflow. It sends no messages, creates no real lead and makes no client-result claim.
See the Ain’s Little Cells project note for verified booking and notification-handling work. Enquiry-to-CRM workflows require their own agreed integration scope.
Scope to agree before building.
- Enquiry sources, fields and validation rules.
- Destination records, access rights and account ownership.
- Assignment, notifications and your chosen follow-up timing.
- Human approval for actions that require it.
- Handling unavailable tools and repeated submissions.
Exceptions belong in the scope.
Missing required information should go to review. Repeated submissions should be recognised so they do not create duplicate tasks. If a notification fails, preserve the record and give the owner a way to retry or take over manually.
These are design decisions to agree before the build. Actual systems, API availability and plan limits are checked during scoping.
Price and ownership after launch.
LH’s automation package starts at a standard RM5,000 build fee, or from RM3,500 under the first-five-customer 30% offer across six packages, subject to availability confirmation. This is a starting price, not a fixed fee for every integration.
APIs, CRM subscriptions, message charges, hosting and ongoing care are separate. The quotation defines the workflow, acceptance scenarios, handover, monitoring and responsibility when connected tools change.
SAMPLE-DATA DEMO
Explore an enquiry with exception paths.
A browser-local example. It creates no real booking, client record, message or payment.