Cookiebees for lead generation
Never lose a lead between
the form and the follow-up.
Every lead arrives with the ad that earned it - campaign, click id, first touch. Follow up on WhatsApp and email from one inbox, and send the leads that actually qualified back to the ad platforms to bid on.
Your reports
This is what you open every morning
The lead workbench, the follow-up inbox, and the signals you send back.
Source attribution
Every lead names its ad, with the evidence shown
Meta or Google, campaign and form, click ids and confidence - resolved per lead, not guessed per channel. The lead drawer shows the acquisition evidence so your team never argues about where a lead came from.
- Resolved source with confidence and evidence (_fbc, gclid, gad_source aware)
- Instant-form leads land in the right workspace, routed per form and per channel
- The phone number verified by OTP at the button they meant to press, before the lead is worth anything
- Signal quality score per lead: what is missing and how to fix it
New lead
Contact form · pricing page
Deals, quotes and the catalogue
A person is one row. A sale is another. Both live here.
The lead board is one card per person. Deals is one row per sale, with stages, a products and services catalogue, and quotes built from it, so a customer’s second purchase has somewhere to be and the deal value is what goes back to the ad platform.
- Sales stages, so a deal has somewhere to be
- Products and services, and quotes built from them
- Razorpay payment links from the lead, paid status on the deal
- Deal value on the wire, deferred so it never races the event
₹42,000
Meta₹18,500
Google₹64,000
ReferralWhatsApp + email follow-up
The follow-up machine: one inbox, sequences, flows
A shared WhatsApp inbox tied to the CRM record, timed multi-step cadences that exit on reply, a visual flow builder for the bot, and email nurture from your own sending domain.
- Shared inbox with per-line tabs and agent assignment
- Sequences: timed WhatsApp + email steps, exit the moment they reply
- Broadcasts, rich media templates, and a stateful flow builder
Template → publish to Meta
Hi {{1}}, your call is booked for {{2}}. Reply here if you need to reschedule.
Website WhatsApp chats
Even WhatsApp chats from your website, perfectly attributed
When a visitor taps "Chat on WhatsApp", their cookies and click ids are captured at that moment and stitched to the conversation - so a WhatsApp lead carries its campaign like any form fill.
- ctwa_clid ties click-to-WhatsApp ads to the exact campaign
- Organic website chats attributed via the session
- The WhatsApp lead is a full CRM record, not an anonymous number
What came in
the shopper typed it
phone
from checkout
address
city, zip, country
click id
captured on landing
What we sent
em
a1f4…9c02
ph
7be1…44d8
ct / zp / country
3d90…b7e1
fbc / gclid
passed through raw
external_id
stable per customer
Match quality
0/10
Engagement signals
Every open, click and reply, taught back to the ad platforms
You have been sending emails and WhatsApps for years, and none of it ever reached Meta. Now each real interaction goes back server-side, so bidding learns who engages and your audiences stay warm between purchases.
- Email opened, email link clicked, WhatsApp replied, tracked link tapped
- Each with the right action_source - email, business_messaging or website
- Real actions only, never a fabricated page view, and never a fake value
You sent
Opened the email
→EmailOpened
Clicked a link inside it
→EmailLinkClicked
Replied on WhatsApp
→WhatsAppReplied
business_messaging
Tapped a tracked link
→LinkClicked
website
Four more reasons for Meta to keep this person in your audience - and four more things its bidding now knows about who actually engages.
Signals back
Send qualified - not just submitted - back to the ad platforms
A form fill is not a customer. Pick which pipeline stages count as Qualified and Converted, and Cookiebees fires enriched conversions to the platform that sourced each lead - so bidding optimizes for revenue, not volume.
- Per-lead routing: the signal goes to the platform that earned the lead
- Value-based signals with deal value, deferred until the value settles
- Lead scoring: rules, grades and score-change triggers drive the timing
Lead marked Qualified
Moved by a rep, or by a scoring rule
Match keys attached
QualifiedLead posted to Meta and Google Ads, deduplicated on your own lead id.
New lead
Contact form · pricing page
₹42,000
Meta₹18,500
Google₹64,000
ReferralTemplate → publish to Meta
Hi {{1}}, your call is booked for {{2}}. Reply here if you need to reschedule.
What came in
the shopper typed it
phone
from checkout
address
city, zip, country
click id
captured on landing
What we sent
em
a1f4…9c02
ph
7be1…44d8
ct / zp / country
3d90…b7e1
fbc / gclid
passed through raw
external_id
stable per customer
Match quality
0/10
You sent
Opened the email
→EmailOpened
Clicked a link inside it
→EmailLinkClicked
Replied on WhatsApp
→WhatsAppReplied
business_messaging
Tapped a tracked link
→LinkClicked
website
Four more reasons for Meta to keep this person in your audience - and four more things its bidding now knows about who actually engages.
Lead marked Qualified
Moved by a rep, or by a scoring rule
Match keys attached
QualifiedLead posted to Meta and Google Ads, deduplicated on your own lead id.
And the rest of the day
The rest of the lead-gen toolkit
Capture, qualify, book, follow up - every channel through one pipeline.
Lead capture
- Forms with country-aware phone capture
- Popups, partner API and CSV import
- Website live chat with automations
- Meta Lead Ads: one-click connect
Booking & meetings
- Per-rep availability and pooled round-robin
- Google, Zoom and Teams meetings
- Live Google free/busy in slot picking
- Reminder cascades that cut no-shows
Pipeline & scoring
- Kanban with scores, grades and tags
- Rule-based scoring with score-change triggers
- Custom fields, branching conditions
- Comms pause on disqualified/lost
Automation
- Workflow builder with your stage labels
- Sequences with exit conditions re-checked at send time
- Tasks, My Day, and per-lead task panels
- AI qualification calls before meetings
Team & isolation
- Departments: each team sees only its pipelines
- Per-user scope, read-only enforced server-side
- Money hidden per user when needed
- Bulk assignment and routing
Calling
- Click-to-call with recording (7 providers)
- Call outcomes fire workflows
- AI voice pre-qualification before the meeting
- Recordings on the lead timeline
Verification and routing
- OTP at the form over WhatsApp or SMS, failing open with no channel
- Decide where leads land, per channel
- Dedup within 24 hours on the last ten digits
- Cold captures: typed an email, never submitted
Money
- Deals board, one row per sale
- Products, services and quotes
- Razorpay links and paid status
- Cost per qualified lead, per conversion
One-click connects
- Meta Lead Ads through the platform app
- WhatsApp Cloud API via Embedded Signup
- Google Ads conversions with no API token
- Nothing pasted, tokens never shown
For agencies
One agency, many client workspaces
A parent account over every client: one WhatsApp Business Account with numbers assigned per client, one Facebook page fanning leads out to the right workspace per form, and a switcher that keeps every client's data walled off.
- One WABA at the agency - each number lives in its client's workspace
- Instant-form routing: one page, many clients, zero mixups
- Clients pay for their own workspace; you manage without owning billing
- Per-client revenue shown per currency - never silently mixed
Close the loop on your next lead
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