The template captures information about the ad that generated the conversation and lets you use that information throughout the flow. You can record the lead source for your team, update the contact’s profile, organize the contact using labels and lists, and send conversion data to an external system. 
 

Example use case

Your marketing team runs a Facebook ad promoting a new product with a send WhatsApp message call-to-action.

When a potential customer clicks the ad and sends your business a WhatsApp message, SleekFlow can automatically:

1. Record which ad generated the lead
2. Save relevant ad information to the contact’s profile
3. Add a label to identify the contact as a Click-to-WhatsApp ad lead
4. Add the contact to a list for future follow-up
5. Send the conversion data to your CRM or analytics platform

This template scaffolds the entire workflow so you only need to fill in your specific channels, labels, lists, contact fields, and webhook URL.

 

How the flow works

When a customer sends a WhatsApp message after clicking your ad:

1. The Customer messages you from a Click-to-WhatsApp ad trigger starts the flow when it detects a customers message you via Click-to-WhatsApp ad
2. The Add internal note action allows you to leave a note for your team.
3. The Update contact action saves relevant ad information to the contact’s profile.
4. The Add label action categorizes the contact.
5. The Add to list action adds the contact to a selected contact list.
6. The Send HTTP request action can send the captured information to an external system.
7. The flow ends.

"Follow up on Click-to-WhatsApp ads" template

1. In Flow Builder, click “Create new flow”
   
2. In the template selection step, select “Follow up on Click-to-WhatsApp ads” flow template
   

Set up the "Customer messages you from a Click-to-WhatsApp ad" trigger node

1. Click on the “Customer messages you from a Click-to-WhatsApp ad” trigger node to open its node form, which will appear on the right side of the screen
2. The node form contains the following fields for you to set up the trigger:

• Setup tab
  • Channel: Select the WhatsApp Cloud API channel connected to your CTWA ads. Only WhatsApp Cloud API channels are available for this trigger. You must select at least one channel.
• Filter tab
  • Enrollment conditions: When toggled on, you can set specific conditions that the customer must meet in order to be enrolled into the flow
     

Set up "Add internal note" action node

The Add internal note action records information about the ad that generated the lead. The note is visible to your teammates but not to the customer.
 

1. Click on the “Add internal note” action node to open its node form
   
   1. Message: Enter the internal note content here
      • You can also tag a specific team member by typing “@” and the team member’s name. When the message is sent out, the tagged team member will receive a notification and see the message in their Inbox. 
         

Set up "Update contact" action node

Use the Update contact action to save ad information to the contact’s profile. This allows you to use the information later for segmentation or reporting.

1. Click on the “Update contact” action node to open its node form
   
2. The node form contains the following fields:

• Property: Select the contact property you want to update (e.g. a custom field called “Lead Source” or “Campaign”).
• Value: Enter a value or select one of the flow variables captured by the trigger (e.g. {{AdSourceURL}} or {{AdHeadline}}).
• Click “Add property” if you want to update more than one contact property.
   

Set up "Add label" action node

Use the Add label action to categorize Click-to-WhatsApp leads so your team can identify and filter them more easily.

1. Click on the “Add label” action node to open its node form
   
2. The node form contains the following fields:

• Labels: Select one or more labels to add to the contact (e.g. “CTWA Lead”, “Christmas campaign”.
   

Set up "Add to list" action node

Use the Add to list action to organize Click-to-WhatsApp leads into a contact list for future follow-up or broadcasts.

1. Click on the “Add to list” action node to open its node form
   
2. The node form contains the following fields:

• Lists: Select one or more contact lists to add the contact to 
   

Set up "Send HTTP request" action node

Use the Send HTTP request action if you want to send the captured lead or ad information to another system, such as your CRM or analytics platform.

1. Click on the “Send HTTP request” action node to open its node form
   
2. The node form contains the following fields:

• HTTP method: This is set to GET by default. You can change to POST, PUT, PATCH, or DELETE as needed.
• URL: Enter the endpoint URL of your external system (e.g. your CRM webhook URL, Meta Conversions API endpoint).
• Headers: Add any required request headers (e.g. authorization tokens, API keys).
• Query string: Add query parameters if needed. You can use flow variables like {{AdClickID}} as values.
• Body: Toggle on to include a request body (for POST/PUT/PATCH requests). Supports JSON format. You can include flow variables to pass ad data to your external system.
   

Publish the flow

Click Publish to activate the flow.

Once published, customers who message your business after clicking a WhatsApp ad will automatically be processed through the entire pipeline — their ad source is logged, contact profile is updated, they are tagged and added to a list, and conversion data is sent to your external system.