AccountCraft WhatsApp Automation - Infridet
This workflow automates the process of capturing and following up on potential customer information. It receives data in real-time, backs it up to Google Sheets, synchronizes it with FluentCRM, and sends welcome emails and personalized WhatsApp messages, ultimately updating the customer status to "Customer." It addresses issues such as information loss, reduces manual data entry, and improves response rates, making it suitable for marketing and sales teams that need to interact with potential customers through multiple channels, thereby enhancing customer management and conversion efficiency.
Workflow Name
AccountCraft WhatsApp Automation - Infridet
Key Features and Highlights
This workflow delivers a fully automated closed-loop process from lead capture to multi-channel follow-up. It receives lead data in real-time via Webhook, automatically backs it up to Google Sheets, quickly syncs contacts to FluentCRM with a “New Lead” tag, sends welcome emails and personalized WhatsApp messages, and finally updates the CRM tag to “Customer.” This ensures efficient lead management and conversion.
Core Problems Addressed
- Automated collection and storage of lead data to prevent information loss
- Cross-system data synchronization to reduce manual data entry
- Multi-channel outreach (email + WhatsApp) to improve customer response rates
- Automatic updating of customer status tags for precise sales follow-up and segmentation
Use Cases
Ideal for marketing and sales teams relying on web forms to gather lead information, especially small to medium-sized businesses or personal brands that engage customers via email and WhatsApp for nurturing and follow-up. This workflow helps businesses respond swiftly to customer needs and enhances lead conversion efficiency.
Main Process Steps
- Webhook - Lead Capture: Receive lead data from frontend forms in real-time via Webhook.
- Google Sheets - Backup Log: Backup received lead information to Google Sheets for easy access and data security.
- FluentCRM - Add Contact: Use FluentCRM API to add new contacts and automatically tag them as “New Lead.”
- Send Warmup Email: Send customized welcome emails to establish initial contact with new leads.
- Send WhatsApp via Whinta: Deliver personalized WhatsApp messages through the Whinta API to enhance customer engagement.
- Update CRM Tag to Customer: Update the contact’s tag in the CRM to “Customer,” marking the completion of lead conversion.
Involved Systems and Services
- Webhook: Real-time entry point for lead data capture
- Google Sheets: Data backup and log management
- FluentCRM: CRM system API for contact management and tag updates
- SMTP Email Service: For sending welcome emails
- Whinta API: For sending WhatsApp messages enabling instant communication
Target Users and Value
- Marketing automation managers and sales teams aiming to improve lead management and follow-up efficiency
- Small businesses and startups looking to save labor costs through automation
- Business scenarios requiring multi-channel customer outreach (email + WhatsApp)
- Enterprises seeking centralized customer data management and automated status tracking
This workflow enables seamless transition from lead to customer, enhancing user experience and conversion rates. It is an efficient and practical marketing automation solution.