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.