Integration · Meritto (NoPaperForms)
FlowXperia + Meritto (NoPaperForms)
If your admissions team runs on Meritto (NoPaperForms), FlowXperia's AI agent works on top of it. The agent answers and qualifies enquiries on WhatsApp, then writes the lead and conversation context into Meritto — including the assigned counsellor — so your CRM stays the single source of truth without manual data entry.
Lead messages
AI replies in seconds
Qualifies the lead
Books the meeting
Syncs to your CRM
✦ How the sync works
- 1A lead messages your WhatsApp number; the AI agent answers and qualifies them
- 2FlowXperia looks up the lead in Meritto by phone number
- 3If new, it creates the lead in Meritto; if existing, it updates the record
- 4Counsellor ownership is resolved from Meritto so notifications reach the right person
- 5Conversation status (Engaged, Qualified, Meeting Booked) flows back to the CRM
✦ Field mapping
| From the conversation | Meritto (NoPaperForms) |
|---|---|
| Lead phone number | Mobile number |
| Name captured in chat | Lead name |
| Course / programme interest | Course of interest |
| Qualification status | Lead stage / status |
| Assigned counsellor | Owner / counsellor |
✦ FAQ
Questions, answered
Will it create duplicate leads in Meritto?+
No — it looks up the lead by phone first and updates the existing record, creating a new one only if none exists.
Does it respect counsellor assignment?+
Yes — counsellor ownership is resolved from Meritto so the right person is notified and credited.
What if a lead replies weeks later?+
The agent re-fetches the lead from Meritto on each conversation, so updates always land on the current record.
✦ More integrations
Connect FlowXperia to Meritto (NoPaperForms)
Put an AI agent on your WhatsApp this week. Live in hours, not weeks.