GYANENDRA DWIVEDI

YouTube to WhatsApp sales automation with WordPress, FluentCRM and Whinta

🚀 WhatsApp Automation Template Designed & Developed by Infridet Solutions Private Limited --- 🔧 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) --- 🧩 System Flow Overview: Lead Source: YouTube or Instagram CTA Landing Page: Built on WordPress with a story-driven design Form Capture: Fluent Forms with dynamic input fields Data Sync: Backup to Google Sheets Push lead to FluentCRM and tag as New Lead Email Sequence: Warm-up emails (1 to 5) Introduce offer or service WhatsApp Outreach: Send personalized message via Whinta Triggered 1 hour after form fill or last email Sales Follow-Up: Sales team handles replies manually CRM tag updated to Customer upon closing --- 📁 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 --- 🛠️ 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 --- 💬 Sample WhatsApp Message: plaintext 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. ✅ --- 📧 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 --- 🔁 CRM Tag Updates: | Action | Tag Assigned | |-------------------|------------------| | On form fill | New Lead | | After WhatsApp | Engaged | | After sale closed | Customer | --- 📌 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 --- > Automation Template Designed & Deployed by > Infridet Solutions Private Limited > Smart Integrations. Seamless Business. > 🌐 www.infridetsolutions.com | 📞 +91-8853354829

By GYANENDRA DWIVEDI

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