Automate Your Lead Management with AccountCraft WhatsApp Automation
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Streamline your lead engagement by instantly capturing leads, enriching your CRM, and initiating personalized WhatsApp and email outreach. This n8n workflow ensures no lead is missed and every prospect receives prompt attention.
About This Workflow
The AccountCraft WhatsApp Automation workflow is designed to revolutionize how you manage and engage with new leads. Upon receiving lead information via a webhook, this automation instantly logs the data into Google Sheets for backup. It then seamlessly adds the lead to your FluentCRM, assigns them a 'New Lead' tag, and sends a warm welcome email. To further enhance engagement, a personalized WhatsApp message is dispatched, followed by updating the lead's tag to 'Customer' within your CRM. This end-to-end automation ensures efficient lead nurturing, timely follow-ups, and improved customer relationship management, all without manual intervention.
Key Features
- Instant Lead Capture: Automatically capture leads from any source via a webhook.
- CRM Integration: Seamlessly add new leads to FluentCRM with automatic tagging.
- Dual Outreach: Send personalized welcome emails and immediate WhatsApp messages.
- Data Backup: Maintain a secure log of all incoming leads in Google Sheets.
- Automated Status Update: Automatically update lead status in your CRM upon engagement.
How To Use
- Webhook - Lead Capture: Configure this node to receive lead data from your desired source. Ensure the
pathis set tolead-captureor your preferred endpoint. - Google Sheets - Backup Log: Connect your Google Account and provide your
sheetIdand therange(e.g.,Leads!A1) to log all incoming lead data. - FluentCRM - Add Contact: Input your FluentCRM API endpoint in the
urlfield. Use youryour_crm_api_userandyour_crm_api_keyfor authentication. Map incoming JSON fields foremail,first_name, andtags. - Send Warmup Email: Configure your SMTP credentials. Customize the
textandsubjectof the welcome email, ensuringtoEmailis mapped correctly from the incoming lead data. - Send WhatsApp via Whinta: Provide your Whinta API
urland map thephonenumber andmessagecontent from the incoming lead data. - Update CRM Tag to Customer: Configure your FluentCRM API endpoint and credentials. Set the
emailto map from incoming data and specify thetagsto be updated (e.g.,["Customer"]).
Apps Used
Workflow JSON
{
"id": "58d4fc11-d21d-4c9b-9a48-f44f2ccba28a",
"name": "Automate Your Lead Management with AccountCraft WhatsApp Automation",
"nodes": 16,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 58d4fc11-d21d...
About the Author
DevOps_Master_X
Infrastructure Expert
Specializing in CI/CD pipelines, Docker, and Kubernetes automations.
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