LEAD CAPTURE & ROUTING

Nepali businesses receiving leads on Facebook, Instagram, WhatsApp, and the website are losing a third of them because no system connects all those channels to one place

When enquiries arrive across five different channels and none of them connect to a CRM, the business is not running a lead system. It is running a memory game - and the leads that come in while someone is unavailable, asleep, or on another call simply disappear.

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This is for you if

This service is built for Nepali businesses that:

Receive enquiries on WhatsApp, Facebook Messenger, Instagram DMs, and website forms simultaneously, with no single system holding all of them

Operate with a small team where one person - often the owner - manages all incoming enquiries from a personal WhatsApp number

Run Facebook or Instagram ads that generate direct messages rather than form submissions, with no automatic CRM entry

Have a website contact form sending to Gmail with no automation, no assignment, and no follow-up reminder

Cannot answer the question "how many leads did we receive this month, and where did they come from?" because there is no tracking

What's broken

SECTION 3: WHAT'S BROKEN (4 PROBLEMS)

WhatsApp enquiries managed from the owner's personal phone with no team routing

All business WhatsApp messages go to one number on one person's phone. When that person is in a meeting, travelling, or unavailable for any reason, enquiries wait with no response. There is no system that assigns an incoming WhatsApp conversation to a team member, no CRM log of who enquired and what they asked, and no record that can be reviewed, reported on, or followed up. When the owner eventually responds, the lead is hours or days old. High-value enquiries - a trekking group, an export order, a bulk product purchase - are lost in this gap.

Facebook and Instagram DMs not connected to a CRM

Nepali businesses often receive their highest volume of enquiries via Facebook and Instagram DMs, particularly from paid campaigns. Those messages stay inside Meta's platforms. There is no automatic contact creation in any CRM, no assignment to a sales team member, and no follow-up sequence triggered. The business relies on a team member checking Meta Business Suite manually - often hours after a message arrives. Leads that message multiple businesses at once go with whoever responds first. Without CRM connectivity, that is never this business.

Website contact form sending to Gmail with no automation

The contact form on the website sends submissions to a Gmail inbox. Someone reads the email, sometimes replies, sometimes forgets. There is no automatic CRM contact creation at the moment of submission, no assignment to the team member responsible for that type of enquiry, and no follow-up reminder if the lead is not contacted within a set window. A lead who submits a form on a Tuesday evening may not hear back until Wednesday afternoon. If the Gmail inbox is shared, two people may both reply - or neither may.

No lead source tracking

The business receives 40 to 60 enquiries per month with no way to know how many came from Facebook ads, how many from Google search, how many from Instagram organic content, and how many from referrals. Marketing budget decisions are made on instinct. When the Facebook ad spend is increased, there is no data to confirm whether lead volume actually increased. When Google Ads is paused, no one can quantify the drop. A lead capture system that does not track source is not a system - it is a collection point with no analytical value.

What we engineer

Ignited Nepal designs and builds lead capture and routing infrastructure that connects every channel a Nepali business uses to a single CRM pipeline.

WhatsApp Business API setup

We configure the WhatsApp Business API through a compliant provider, replacing the personal phone number or free WhatsApp Business App with a system that supports multiple users, conversation routing, automatic CRM contact creation, and team assignment. Every WhatsApp lead is logged, assigned, and followed up.

Facebook and Instagram DM integration

We connect Meta's messaging channels to the CRM using native integrations or middleware (Make or Zapier). When a prospect messages on Facebook or Instagram, a CRM contact is created, the conversation is logged, and the lead is assigned to the right team member based on rules we configure together.

Website form-to-CRM connection

We connect WordPress, Shopify, or custom website contact forms directly to GoHighLevel or HubSpot. Contact creation is automatic, assignment rules apply immediately, and a follow-up sequence triggers without manual intervention.

Lead source tracking

We implement UTM parameter tracking across all paid and organic channels, configure source attribution in the CRM, and build a reporting view that shows lead volume by source, conversion by source, and cost per lead by channel.

Round-robin and rules-based routing

We configure lead assignment logic - by service type, territory, team capacity, or round-robin - so that every incoming lead is assigned to a specific team member, not dropped into a shared inbox.

Lead acknowledgement automation

We build the immediate auto-response that goes to every new lead within seconds of enquiry, across all channels, so the lead knows their message was received while the human follow-up is being prepared.

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What changes

SECTION 5: WHAT CHANGES

Before
After
Before A prospective trekking client messages on WhatsApp at 7pm. The owner sees it the next morning. By then, the client has booked with a competitor who replied that evening.
After The WhatsApp message arrives, creates a CRM contact automatically, sends an immediate acknowledgement to the client, and assigns the conversation to the first available team member. The client receives a response within minutes regardless of the time of day.
Before The marketing team runs Facebook ads for an export product. Leads message on Instagram. Those messages are checked manually every day or two. The quality and volume of those leads is unknown.
After Every Instagram DM from an ad campaign creates a CRM contact with source attribution. Lead volume by campaign is visible in the CRM dashboard. Follow-up sequences run automatically for leads that do not receive a reply within a set window.
Before The website contact form sends to Gmail. The inbox has 200 unread messages. Nobody knows which ones are leads.
After Form submissions create CRM contacts instantly, trigger an assignment notification to the responsible team member, and start a follow-up reminder sequence if the lead is not contacted within 2 hours.
How it works

SECTION 7: PROCESS

  1. 01

    Lead Systems Audit

    Week 1

    We map every channel currently receiving enquiries, identify which ones have no CRM connection, and document the current volume and response time for each. We review the existing CRM setup if one is in place, or recommend the right platform if not.

  2. 02

    System Design

    Week 1-2

    We design the routing logic: which lead type goes to which team member, what the assignment rules are, what the auto-response messages say, and what the follow-up sequence looks like for each channel. We present this as a documented workflow before building anything.

  3. 03

    Integration Build

    Week 2-3

    We build the connections: WhatsApp Business API configuration, Meta channel integrations, website form-to-CRM connections, UTM tracking setup, and CRM pipeline configuration. Each integration is tested with live leads before handover.

  4. 04

    Routing and Automation Configuration

    Week 3-4

    We configure the assignment rules, auto-response messages, and follow-up sequences inside the CRM. We test every routing path with real test leads to confirm correct behaviour.

  5. 05

    Team Training and Handover

    We train the team on the new system, document every integration and automation, and hand over ownership. We remain available for adjustments during a 30-day support period after launch.

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Common questions

SECTION 8: FAQ

How do I connect WhatsApp Business to a CRM so all leads are automatically captured?

The WhatsApp Business API - not the free WhatsApp Business App - is required for CRM integration. The API version allows multiple users, supports webhook connections to CRM platforms like GoHighLevel and HubSpot, and enables automatic contact creation when a new conversation starts. Implementation involves registering a phone number with a WhatsApp Business Solution Provider (BSP), connecting that number to your CRM via the BSP's native integration or a middleware tool like Make, and configuring the contact creation and assignment rules inside the CRM. The free WhatsApp Business App does not support this - it runs on a single device with no API access.

How do I sync Facebook and Instagram DMs to a CRM for a Nepal-based business?

Meta's Messenger and Instagram DM channels can be connected to CRM platforms using Meta's native lead integration or through middleware tools like Make or Zapier. The connection requires a verified Meta Business Suite account linked to your Facebook Page and Instagram profile. Once connected, each new DM conversation triggers a CRM contact creation with the sender's name, the message content, and the channel source. For businesses running Meta ad campaigns with click-to-message objectives, the same connection captures ad-sourced leads automatically with campaign attribution. GoHighLevel and HubSpot both support direct Meta channel integrations.

How do I connect a WordPress or Shopify contact form directly to HubSpot or GoHighLevel?

WordPress forms built with Contact Form 7, Gravity Forms, or WPForms can be connected to HubSpot or GoHighLevel using the platform's native WordPress plugin or a webhook connection through Make. Shopify contact forms connect via Shopify's webhook system or through Make's Shopify module. In both cases, a form submission triggers a CRM contact creation, applies a source tag, fires the assignment rules, and optionally triggers an automated email or SMS acknowledgement to the submitter. The connection is tested by submitting a test form and confirming the CRM contact appears with the correct field mapping and assignment.

How do I track which marketing channel each lead came from for a Nepali business?

UTM parameter tracking is the standard method. Each marketing channel - Facebook ads, Google Ads, Instagram organic, email newsletters - is tagged with UTM parameters (utm_source, utm_medium, utm_campaign) in every link that drives traffic to the website or landing page. The CRM captures these parameters at the moment of form submission or contact creation and stores them against the contact record. For channels that do not use website links (WhatsApp, Instagram DMs), source attribution is applied at the CRM integration level - a contact created from a WhatsApp conversation is tagged with "WhatsApp" as the lead source automatically. A CRM dashboard then shows lead volume and conversion rate by source.

What is the simplest lead capture and routing setup for a small Nepali business with limited tech resources?

The minimum viable setup for a small Nepali business has three components: a WhatsApp Business API number connected to GoHighLevel, a website contact form with a direct GoHighLevel integration, and UTM tracking on all paid ad links. This captures the two highest-volume channels (WhatsApp and website forms), creates CRM contacts automatically from both, and gives basic lead source data. GoHighLevel's entry-level plan includes both channel integrations and basic automation. The entire setup can be operational in one to two weeks and does not require ongoing technical management once configured.

Our team

The people behind the work

Not a black box. Real specialists you can call, with their names on the work.

Niraj Raut

Niraj Raut

Founder — Ecommerce SEO
Keshab Joshi

Keshab Joshi

PPC Expert
Hawrry Bhattarai

Hawrry Bhattarai

Google Ads Expert
Arogya Rijal

Arogya Rijal

SaaS SEO Expert
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Find out how many leads your current setup is missing

Every Nepali business we audit finds at least one channel receiving enquiries that has no CRM connection and no follow-up automation. Most find three or four. A Lead Systems Audit takes one conversation and a review of your current setup. It produces a documented map of every lead channel, the gaps in your current capture, and the specific integrations needed to close them.

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