AccountCraft WhatsApp Automation: Seamless Lead Nurturing
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This n8n workflow automates lead nurturing for AccountCraft, instantly capturing leads, backing them up, enriching your CRM, and engaging prospects with personalized emails and WhatsApp messages. It ensures no lead falls through the cracks, driving faster conversions.
About This Workflow
The AccountCraft WhatsApp Automation workflow is designed to streamline your lead management process and enhance customer engagement. Upon receiving a new lead via a webhook, this automation meticulously logs the information into Google Sheets for safekeeping. It then seamlessly integrates with FluentCRM, adding the new contact and tagging them appropriately. To foster immediate connection, a warm welcome email is dispatched, followed by a personalized WhatsApp message to further engage the prospect. Finally, as the lead progresses, their CRM tag is updated to 'Customer,' ensuring your sales pipeline remains accurate and actionable. This comprehensive approach ensures efficient lead follow-up and a superior customer experience.
Key Features
- Automated Lead Capture: Instantly capture new leads from any source via a webhook.
- Data Backup & Sync: Securely log all lead data in Google Sheets for easy access and backup.
- CRM Integration: Automatically add and update contacts in FluentCRM, maintaining a clean database.
- Personalized Communication: Engage leads with custom welcome emails and timely WhatsApp messages.
- Workflow Visualization: Built with n8n for intuitive setup and easy modification.
How To Use
- Webhook Setup: Configure the
Webhook - Lead Capturenode with your desired webhook path (e.g.,lead-capture) and setresponseModetoonReceived. - Google Sheets Integration: In the
Google Sheets - Backup Lognode, replaceyour_google_sheet_id_herewith your actual Google Sheet ID and ensure your Google Account credentials are set up. - FluentCRM Configuration: In the
FluentCRM - Add ContactandUpdate CRM Tag to Customernodes, updatehttps://your-crm-domain.comto your CRM's domain, and input youryour_crm_api_userandyour_crm_api_keyfor authentication. Ensure theemailandnamefields in the JSON body are correctly mapped from your webhook data. - Email Sending: In the
Send Warmup Emailnode, replaceyour@email.comwith your sender email address and configure your SMTP credentials in theSMTP Account. - WhatsApp Integration: In the
Send WhatsApp via Whintanode, ensure the API endpoint and your message format are correctly set up. Thephoneandnamefields should be mapped from your incoming webhook data. - Connection and Activation: Connect the nodes in the order specified in the
connectionsobject and activate the workflow.
Apps Used
Workflow JSON
{
"id": "82873f23-2829-4191-80ef-d7d8bfb61e2d",
"name": "AccountCraft WhatsApp Automation: Seamless Lead Nurturing",
"nodes": 21,
"category": "Marketing",
"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: 82873f23-2829...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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