WhatsApp Lead Capture Automation
AccountCraft automates lead capture via WhatsApp, integrating Google Sheets for backup and sending warmup emails. It streamlines the onboarding process by adding contacts to your CRM and updating their status to "Customer," ensuring timely communication and efficient management of new leads.
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Workflow Overview
AccountCraft automates lead capture via WhatsApp, integrating Google Sheets for backup and sending warmup emails. It streamlines the onboarding process by adding contacts to your CRM and updating their status to "Customer," ensuring timely communication and efficient management of new leads.
Target Audience
- Small Business Owners: Who need to automate lead capture and follow-up processes to save time and improve efficiency.
- Marketing Professionals: Looking to streamline their customer engagement through automated emails and WhatsApp messages.
- CRM Users: Those who utilize FluentCRM and want to enhance their contact management with automated workflows.
- Entrepreneurs: Individuals starting new ventures who require an efficient way to nurture leads and convert them into customers.
Problem Solved
This workflow addresses the challenge of managing leads effectively by automating the process of capturing leads via webhooks, logging them into Google Sheets, adding them to a CRM, sending welcome emails, and reaching out via WhatsApp. It minimizes manual effort, ensures timely follow-ups, and enhances customer engagement, ultimately leading to better conversion rates.
Workflow Steps
- Lead Capture: The process starts when a lead submits their information through a webhook triggered by a form submission.
- Backup Log: The captured data is logged into a Google Sheet for record-keeping and analysis.
- Add Contact to CRM: The lead's information is sent to FluentCRM to add them as a new contact, tagging them as 'New Lead'.
- Send Warmup Email: An automated welcome email is sent to the lead, introducing them to the service and encouraging engagement.
- WhatsApp Notification: A personalized WhatsApp message is sent to the lead, offering assistance in starting their YouTube channel.
- Update CRM Tag: Finally, the lead's status is updated in the CRM to 'Customer' after the interaction, allowing for better tracking and segmentation.