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    WhatsApp Messaging

    WhatsApp Automation

    Whatsapp Messaging

    WhatsApp Automation

    Lead Fuel CRM allows you to automate WhatsApp messaging through workflows. You can trigger WhatsApp messages based on events like form submissions, appointment bookings, pipeline changes, and more.

    Triggering Whatsapp Messages From Workflows

    Step 1:Navigate to Automation > Workflows and create a new workflow or edit an existing one.
    Step 2:Set up your trigger event (e.g., form submitted, appointment booked, opportunity stage changed).
    Step 3:Add a "Send WhatsApp Message" action step to your workflow.
    Step 4:Select an approved WhatsApp message template for the action.
    Step 5:Map the template variables to contact fields or custom values.
    Step 6:Save and activate the workflow.

    Common Whatsapp Automations

    Here are practical automations you can set up with WhatsApp:

    • Appointment Confirmation: Automatically send a WhatsApp confirmation when an appointment is booked, including the date, time, and location.
    • Appointment Reminder: Send a reminder 24 hours and 1 hour before an appointment.
    • New Lead Follow-Up: Send a welcome WhatsApp message when a new lead submits a form on your website.
    • Payment Confirmation: Send a receipt or thank-you message via WhatsApp after a payment is received.
    • Pipeline Stage Notification: Notify the contact when their project moves to a new stage.

    Auto-replies

    Set up automatic replies for incoming WhatsApp messages:

    • Welcome Message: Send an automatic greeting when a contact messages you for the first time.
    • After-Hours Reply: Send a message letting contacts know you received their message and will respond during business hours.
    • Keyword-Based Replies: Trigger specific responses based on keywords in the contact's message (e.g., replying with pricing information when someone sends "pricing").

    Chatbot Integration

    Connect your AI Chat Assistant to WhatsApp for automated conversations:

    • The AI assistant can respond to WhatsApp messages using your knowledge base.
    • Qualify leads by asking questions through the WhatsApp conversation.
    • Book appointments through natural language conversation on WhatsApp.
    • Hand off to a human team member when the AI cannot resolve the inquiry.

    Tip: Start with simple automations like appointment confirmations and reminders on WhatsApp. These have the highest impact and lowest risk. Once you see the results, expand to more complex automated sequences.

    Need more help? Contact Lead Fuel CRM support for personalized assistance.

    Have a question or want to connect with other Lead Fuel users? Join the Lead Fuel VIP Facebook Group

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