πŸ’¬ YouTube to WhatsApp sales automation with WordPress, FluentCRM and Whinta

⚑ 1,036 views Β· πŸ’¬ Lead Nurturing & AI Sales Agents

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Description

πŸš€ WhatsApp Automation Template

Designed & Developed by Infridet Solutions Private Limited


πŸ”§ 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:


🧩 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

πŸ“ Folder Structure (Optional Git/Zip File):

πŸ“¦ WhatsApp-Automation-Infridet/
β”‚
β”œβ”€β”€ whatsapp-automation-n8n.json      # N8N Flowchart Import File
β”œβ”€β”€ email-templates.docx              # Warm-up Email Scripts
β”œβ”€β”€ whinta-api-integration.pdf        # API Documentation
β”œβ”€β”€ crm-tagging-notes.txt             # CRM Tag Setup Details
└── readme.md                         # This Instruction File

πŸ› οΈ Required Integrations & Setup

βœ… Fluent Forms (WordPress)

βœ… Google Sheets

βœ… FluentCRM

βœ… SMTP Email (Optional)

βœ… Whinta.com (WhatsApp API)


πŸ’¬ Sample WhatsApp Message:

Hey {{name}}, Gyan here from Account Craft πŸ‘‹  
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. βœ…  

πŸ“§ Sample Email (Warmup Day 1):

> Subject: Welcome to Account Craft πŸš€
> 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


πŸ” CRM Tag Updates:

ActionTag Assigned
On form fillNew Lead
After WhatsAppEngaged
After sale closedCustomer

πŸ“Œ Final Output:

Once completed, the system will:


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

πŸ”— Nodes Used

Send Email, Google Sheets, HTTP Request, Webhook

πŸ“₯ Import

Download workflow.json and import into n8n: Workflow menu β†’ Import from File

πŸ“– Importing guide Β· πŸ”‘ Credential setup