WhatsApp Automation and Workflows
Trigger the right WhatsApp message at the right moment. Welcome new leads, follow up automatically, and connect WhatsApp to the tools you already use.
Trigger based sending
Fire a message when a lead is created, a tag changes, or a form is filled.
Follow ups and reminders
Keep leads warm with automatic, well timed follow up messages.
Connect your tools
Link WhatsApp to your CRM, website, and other apps through integrations.
Save hours every week
Let routine messaging run on its own so your team can focus on selling.
Right message, right moment
Automation removes the manual work from messaging. New leads get an instant welcome, abandoned enquiries get a nudge, and customers get reminders, all without anyone lifting a finger.
- Triggers from CRM events and webhooks
- Welcome series and follow up sequences
- Reminders and confirmations
Works with your existing stack
Connect WhatsApp to Zoho CRM, website forms, Zapier style tools, and custom systems through webhooks. When something happens in those tools, the right WhatsApp message goes out.
- Zoho CRM workflows
- Inbound webhooks for any source
- Pairs with broadcasts and chatbots
Frequently asked questions
What can I automate on WhatsApp?
You can automate welcome messages, follow ups, reminders, confirmations, and any template message triggered by an event in your CRM or website.
Do I need developers to set this up?
Basic automations are no code. Advanced triggers can use webhooks or a simple CRM workflow, which most admins can set up by following a guide.
Can automation use my CRM data?
Yes. Automations can be triggered by CRM events and can pull contact fields into the message.
Put your WhatsApp messaging on autopilot
Set up triggers once and let the right messages send themselves.