YouTube to WhatsApp sales automation with WordPress, FluentCRM and Whinta
π WhatsApp Automation Template Designed & Developed by Infridet Solutions Private Limited --- π§ Objective: Automate your lead nurturing and sales process from YouTube/Instagram β Landing Page β CRM β Email β WhatsAp...
Template notes
π WhatsApp Automation Template Designed & Developed by Infridet Solutions Private Limited
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π§ Objective: Automate your lead nurturing and sales process from YouTube/Instagram β Landing Page β CRM β Email β WhatsApp β Sales β Deal Closure using tools like:
- π WordPress (Landing Page + Fluent Forms) - π§Ύ Google Sheets (Backup Log) - π© FluentCRM (Lead Tagging + Email Sequences) - π¬ Whinta.com (WhatsApp Messaging API) - βοΈ N8N (Workflow Automation Engine)
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π§© System Flow Overview:
1. Lead Source: YouTube or Instagram CTA 2. Landing Page: Built on WordPress with a story-driven design 3. Form Capture: Fluent Forms with dynamic input fields 4. Data Sync: - Backup to Google Sheets - Push lead to FluentCRM and tag as New Lead 5. Email Sequence: - Warm-up emails (1 to 5) - Introduce offer or service 6. WhatsApp Outreach: - Send personalized message via Whinta - Triggered 1 hour after form fill or last email 7. Sales Follow-Up: - Sales team handles replies manually - CRM tag updated to Customer upon closing
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