AccountCraft WhatsApp Automation - Infridet

AccountCraft automates lead capture via WhatsApp, integrating Google Sheets for backup and sending warmup emails. It streamlines the onboarding process by adding contacts to your CRM and updating their status to "Customer," ensuring timely communication and efficient management of new leads.

7/8/2025
6 nodes
Simple
webhooksimplegooglesheetsemailsendintegrationapiemailnotification
Categories:
Simple WorkflowData Processing & AnalysisWebhook Triggered
Integrations:
GoogleSheetsEmailSend

Target Audience

Target Audience


- Small Business Owners: Who need to automate lead capture and follow-up processes to save time and improve efficiency.
- Marketing Professionals: Looking to streamline their customer engagement through automated emails and WhatsApp messages.
- CRM Users: Those who utilize FluentCRM and want to enhance their contact management with automated workflows.
- Entrepreneurs: Individuals starting new ventures who require an efficient way to nurture leads and convert them into customers.

Problem Solved

Problem Solved


This workflow addresses the challenge of managing leads effectively by automating the process of capturing leads via webhooks, logging them into Google Sheets, adding them to a CRM, sending welcome emails, and reaching out via WhatsApp. It minimizes manual effort, ensures timely follow-ups, and enhances customer engagement, ultimately leading to better conversion rates.

Workflow Steps

Workflow Steps


1. Lead Capture: The process starts when a lead submits their information through a webhook triggered by a form submission.
2. Backup Log: The captured data is logged into a Google Sheet for record-keeping and analysis.
3. Add Contact to CRM: The lead's information is sent to FluentCRM to add them as a new contact, tagging them as 'New Lead'.
4. Send Warmup Email: An automated welcome email is sent to the lead, introducing them to the service and encouraging engagement.
5. WhatsApp Notification: A personalized WhatsApp message is sent to the lead, offering assistance in starting their YouTube channel.
6. Update CRM Tag: Finally, the lead's status is updated in the CRM to 'Customer' after the interaction, allowing for better tracking and segmentation.

Customization Guide

Customization Guide


- Webhook Path: Change the path parameter in the Webhook node to match your form's submission endpoint.
- Google Sheets Integration: Replace your_google_sheet_id_here with your actual Google Sheets ID to log leads correctly.
- CRM URL and Credentials: Update the URL and authentication details in the FluentCRM nodes to connect with your specific CRM instance.
- Email Content: Modify the text and subject in the Send Warmup Email node to reflect your brand's voice and messaging.
- WhatsApp Message: Customize the message in the Send WhatsApp via Whinta node to suit your engagement strategy.
- Tagging: Adjust the tags in the Update CRM Tag to Customer node to fit your CRM's tagging system and customer lifecycle.