Contributed by Sabrina Ramonov 🍄. From the community directory at agents.sabrina.dev, republished with permission and full credit.
WhatsApp Automation Template
Designed & Developed by Infridet Solutions Private Limited
Objective:
Automate your lead nurturing and sales process from YouTube/Instagram Landing Page CRM Email WhatsApp Sales Deal Closure using tools like:
WordPress (Landing Page + Fluent Forms)
Google Sheets (Backup Log)
FluentCRM (Lead Tagging + Email Sequences)
Whinta.com (WhatsApp Messaging API)
N8N (Workflow Automation Engine)
System Flow Overview:Lead Source: YouTube or Instagram CTALanding Page: Built on WordPress with a story-driven designForm Capture: Fluent Forms with dynamic input fieldsData Sync:
- Backup to Google Sheets
- Push lead to FluentCRM and tag as New LeadEmail Sequence:
- Warm-up emails (1 to 5)
- Introduce offer or serviceWhatsApp Outreach:
Send personalized message via Whinta
Triggered 1 hour after form fill or last emailSales Follow-Up:
Sales team handles replies manually
CRM tag updated to Customer upon closing
Folder Structure (Optional Git/Zip File):
WhatsApp-Automation-Infridet/
whatsapp-automation-n8n.json # N8N Flowchart Import File
email-templates.docx # Warm-up Email Scripts
whinta-api-integration.pdf # API Documentation
crm-tagging-notes.txt # CRM Tag Setup Details
readme.md # This Instruction File
Required Integrations & Setup
Fluent Forms (WordPress)
Embed form with Name, Email, Phone
Enable webhook to N8N: /lead-capture
Google Sheets
Use n8n-nodes-base.googleSheets node
Capture name, email, phone, source, timestamp
FluentCRM
REST API enabled
Push contact and assign tag New Lead
Setup Email Automation via tag trigger
SMTP Email (Optional)
Use Gmail SMTP or Brevo
Trigger email on form submission
Whinta.com (WhatsApp API)
Send POST request
Payload includes phone, message, sender_id
Customize message with personalization
Sample WhatsApp Message:
Hey {{name}}, Gyan here from Account Craft
I saw your form submission, would you like help in starting your YouTube journey this week?
Let me know. I'm just one text away.
Sample Email (Warmup Day 1):Subject: Welcome to Account Craft Body:
Hi {{name}},
I’m Gyan from Account Craft. Thanks for joining us!
Here’s what’s coming next: exclusive videos, personalized tips, and real support to get your YouTube channel earning.
Let’s go!, Gyan
CRM Tag Updates:Action | Tag Assigned
On form fill | New Lead
After WhatsApp | Engaged
After sale closed | Customer
Final Output:
Once completed, the system will:
- Log all leads into a database
- Automatically send emails and WhatsApp messages
- Notify your sales team
- Update lead status without manual entryAutomation Template Designed & Deployed by
Infridet Solutions Private LimitedSmart Integrations. Seamless Business.
www.infridetsolutions.com | +91-8853354829
Tools used: WordPress, FluentCRM, Whinta
Download the workflow template (JSON)
Want this running in your business? KOBA42 builds and operates automations like this one.