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Lead management

Lead management in Tripdocks captures trip enquiries from any channel into one queue, assigns them across your team, and keeps every follow-up attached to the traveller — so enquiries are not lost across WhatsApp threads, spreadsheets, and inboxes.

Capturing leads

Enquiries reach Tripdocks through its integrations rather than manual copy-paste:

  • Webhooks — pipe leads from Google Ads, WordPress forms, or custom landing pages with a single HTTP POST. See the Webhooks guide.
  • Meta Ads — Facebook and Instagram lead-ad forms land in your queue in real time. See the Meta Ads guide.
  • WhatsApp Business — chat with leads over WhatsApp from inside Tripdocks. See the WhatsApp guide.

Assigning and collaborating

  • Assign leads round-robin so enquiries are picked up promptly and fairly.
  • Leave internal notes on a quote so context travels with the enquiry.
  • Hand off cleanly from sales to reservations without leaving the enquiry view.
  • Track team performance from the same place.

Access control

Roles and permissions let you control who sees pricing, supplier rates, and client contacts — useful as soon as more than one person touches a booking.