Automation is where WhatsApp starts saving real time. Instead of sending the same messages by hand, you set a trigger once and let the right message go out on its own.
Start with the high value triggers
- A welcome message the moment a lead is created
- A follow up when a quote goes unanswered
- A reminder before an appointment
- A thank you after a purchase
You can build these with automation and workflows.
Connect your sources
Leads come from many places. Use webhooks to bring contacts in from your website, Zapier, Make, or custom code, then trigger the right WhatsApp message automatically.
Use your CRM as a trigger
If you use Zoho, a Workflow can fire a template on a stage change. See the Zoho CRM integration guide.
Add a bot and AI
Combine automation with a chatbot and AI so the system can both send and respond, escalating to a person when needed.
Measure the impact
Track what these flows produce with analytics, then expand the ones that work.
Related reading
See the channel plan in our WhatsApp marketing strategy.
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