🚀 WhatsApp Automation Template

Designed & Developed by Infridet Solutions Private Limited

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🔧 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)

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🧩 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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📁 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

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🛠️ 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

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💬 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. ✅  

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📧 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

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🔁 CRM Tag Updates:

| Action | Tag Assigned | |-------------------|------------------| | On form fill | New Lead | | After WhatsApp | Engaged | | After sale closed | Customer |

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📌 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 entry

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Automation Template Designed & Deployed by
Infridet Solutions Private Limited
Smart Integrations. Seamless Business.
🌐 www.infridetsolutions.com | 📞 +91-8853354829