{"id":23078,"date":"2026-08-30T14:48:32","date_gmt":"2026-08-30T12:48:32","guid":{"rendered":"https:\/\/www.agenciareinicia.com\/casos-exito\/lider-system-student-recruitment-and-qualification-using-the-whatsapp-business-api\/"},"modified":"2026-09-01T10:35:56","modified_gmt":"2026-09-01T08:35:56","slug":"lider-system-student-recruitment-and-qualification-using-the-whatsapp-business-api","status":"publish","type":"casos","link":"https:\/\/www.agenciareinicia.com\/en\/success-stories\/lider-system-student-recruitment-and-qualification-using-the-whatsapp-business-api\/","title":{"rendered":"Lider System: Student Recruitment and Qualification Using the WhatsApp Business API"},"content":{"rendered":"\n
\n

Starting challenges<\/h2>\n\n\n\n
\n
\n

Lider System is a company specializing in job training, offering free programs for employees, self-employed individuals, and the unemployed. Each call for applications must meet certain participation goals, so it\u2019s not enough to simply generate applications: we must identify which individuals meet the requirements, guide them toward the appropriate course, and support them through the enrollment process. <\/p>\n\n\n\n

They were already managing lead generation for their websites using Zoho CRM and Zoho Forms. When they added the WhatsApp Business API as a new channel, they needed >> <\/p>\n\n\n\n

\"Call<\/figure>\n<\/div>\n\n\n\n
\n
    \n
  1. Managing a Growing Volume of Conversations Without Relying on WhatsApp Business for Small Businesses<\/li>\n\n\n\n
  2. Automatically pre-qualify prospective students before referring them to the call center<\/li>\n\n\n\n
  3. Integrate WhatsApp with Zoho CRM to maintain an omnichannel view of each contact<\/li>\n\n\n\n
  4. Track attribution for digital campaigns and identify which channels drive conversions<\/li>\n\n\n\n
  5. Reach out to prospective and former students via WhatsApp when new courses are posted<\/li>\n\n\n\n
  6. Provide up-to-date information about course offerings even outside of business hours<\/li>\n<\/ol>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n
    <\/div>\n\n

    This is how we resolved it<\/h2>\n\n
    \n
    \n
      \n
    • End-to-end consulting.<\/strong> We define the lead generation and customer service journey: from the campaign and the visit to the website to the WhatsApp conversation, lead qualification, and enrollment.<\/li>\n\n\n\n
    • WhatsApp Business Platform with Woztell, connected to Zoho CRM.<\/strong> We set up the call center agents and integrate the platform with the CRM to ensure that every conversation is tracked within the sales process.<\/li>\n\n\n\n
    • WhatsApp access with attribution.<\/strong> From websites and other communication channels, using a solution that preserves the campaigns’ UTM parameters and logs the source of each conversation in Zoho CRM.<\/li>\n<\/ul>\n<\/div>\n\n\n\n
      \n
        \n
      • Different bots during and outside of business hours.<\/strong> They gather information, identify existing contacts, pre-qualify new requests, and classify records before forwarding them to the call center.<\/li>\n\n\n\n
      • Call Center Service Protocol.<\/strong> Developed in collaboration with Marketing and Sales, with criteria and templates for each phase of the process, and training for agents on Woztell and the protocol itself.<\/li>\n\n\n\n
      • ChatGPT and WhatsApp Marketing integrated with the CRM.<\/strong> We integrated ChatGPT with WhatsApp to provide information about available courses and launched targeted campaigns from Zoho CRM to re-engage prospective and former students.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n\n
        <\/div>\n\n
        \n

        We get together<\/h2>\n\n\n\n
        \n
        \n
          \n
        1. Over 4,000 new conversations per month<\/strong> on WhatsApp, which has established itself as a key component of Lider System’s lead generation system.<\/li>\n\n\n\n
        2. A 20% increase in student conversions<\/strong> from all inquiries received via WhatsApp, including contacts who were screened out during the early stages of qualification.<\/li>\n\n\n\n
        3. +14 hours saved per agent per month<\/strong> thanks to automatic prequalification; with a call center of more than 20 people, that amounts to more than 280 hours per month<\/strong>.<\/li>\n\n\n\n
        4. +700 conversations per month outside of business hours<\/strong>, handled by automated workflows and integration with ChatGPT.<\/li>\n\n\n\n
        5. Over 3,000 WhatsApp marketing messages per month<\/strong>, with an open rate of over 95%, a click-through rate of over 50%, and conversion rates above 20%.<\/li>\n\n\n\n
        6. Omnichannel management of prospective students<\/strong>: WhatsApp conversations coexist in Zoho CRM alongside forms, email, phone calls, and automations.<\/li>\n<\/ol>\n<\/div>\n\n\n\n
          \n
          \"An<\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n
          <\/div>\n\n

          Team involved<\/h3>\n\n
          \n\n\t\n\t\t
          \n\n\t\t\t\n\t\t\t\t
          \n\t\t\t\t\t
          <\/div>\n\t\t\t\t\t\n\t\t\t\t\t
          \n\t\t\t\t\t\t

          Elena Rojo<\/h4>\n\t\t\t\t\t\t

          Responsable de Comunicaci\u00f3n, Eventos y Formaciones<\/h5>\n\t\t\t\t\t\t

          Product Owner y Scrum M\u00e1ster a ratitos<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t

          \n\t\t\t\t\t
          <\/div>\n\t\t\t\t\t\n\t\t\t\t\t
          \n\t\t\t\t\t\t

          Paolo Bergamelli<\/h4>\n\t\t\t\t\t\t

          Full Stack Developer y Consultor Zoho<\/h5>\n\t\t\t\t\t\t

          Se encarga de que nunca falte Taleggio en la agencia. Un maestro reponiendo siempre a tiempo.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t

          \n\t\t\t\t\t
          <\/div>\n\t\t\t\t\t\n\t\t\t\t\t
          \n\t\t\t\t\t\t

          \u00c1lvaro O’Donnell<\/h4>\n\t\t\t\t\t\t

          Estrategia Digital & Growth<\/h5>\n\t\t\t\t\t\t

          Habilidad de transformar ideas abstractas y complejas en conceptos sencillos.<\/p>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\t\n<\/div>\n\n