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
Customerupon 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.googleSheetsnode - 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:
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
n8n Workflow: Basic Webhook Listener with Google Sheets and Email Integration
This n8n workflow demonstrates a fundamental setup for receiving data via a webhook, logging it to Google Sheets, and sending an email notification. It provides a foundational structure that can be extended for various automation tasks.
What it does
This workflow performs the following steps:
- Listens for incoming data: It starts by waiting for an HTTP POST request to a defined webhook URL.
- Logs data to Google Sheets: Upon receiving data, it appends a new row to a specified Google Sheet, storing the received information.
- Sends an Email Notification: After logging the data, it sends an email to a predefined recipient, potentially including details from the received webhook payload.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n Instance: A running instance of n8n.
- Google Sheets Account: Access to a Google Sheets document where data will be logged.
- Email Sending Service: An SMTP server or an email service configured in n8n for sending emails.
- Webhook Source: An external application or service that can send HTTP POST requests to the n8n webhook URL.
Setup/Usage
- Import the Workflow:
- Copy the provided JSON code.
- In your n8n instance, click on "Workflows" in the left sidebar.
- Click "New" or "Import from JSON" and paste the workflow JSON.
- Configure the Webhook Trigger:
- Locate the "Webhook" node (Node ID: 47).
- Set the "HTTP Method" to
POST. - Note down the "Webhook URL" provided by n8n. This is where your external service will send data.
- Configure Google Sheets Node:
- Locate the "Google Sheets" node (Node ID: 18).
- Credentials: Create or select your Google Sheets OAuth2 credentials. Follow the n8n documentation for setting up Google Sheets credentials if you haven't already.
- Spreadsheet: Specify the "Spreadsheet ID" and "Sheet Name" where you want to log the data.
- Operation: Set the operation to "Append Row".
- Value: Map the data you want to save from the webhook payload to the columns in your Google Sheet. For example, you might use expressions like
{{ $json.body.your_field_name }}to extract data from the incoming webhook.
- Configure Send Email Node:
- Locate the "Send Email" node (Node ID: 11).
- Credentials: Create or select your SMTP or email service credentials.
- To: Enter the email address(es) where you want to receive notifications.
- Subject: Define a subject for the email (e.g., "New Webhook Data Received").
- Body: Compose the email body, optionally including data from the webhook payload or the Google Sheets operation. For example,
New data received: {{ $json.body.message }}.
- Activate the Workflow:
- Once all nodes are configured, save the workflow.
- Toggle the workflow to "Active" to start listening for incoming webhooks.
Now, whenever data is sent to the webhook URL, it will be processed by this workflow, logged to your Google Sheet, and an email notification will be sent.
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