🚀 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 CTALanding Page: Built on WordPress with a story-driven designForm Capture: Fluent Forms with dynamic input fieldsData Sync:
– Backup to Google Sheets
– Push lead to FluentCRM and tag as New LeadEmail Sequence:
– Warm-up emails (1 to 5)
– Introduce offer or serviceWhatsApp Outreach:
Send personalized message via Whinta
Triggered 1 hour after form fill or last emailSales 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:
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 entryAutomation Template Designed & Deployed by
Infridet Solutions Private LimitedSmart Integrations. Seamless Business.
🌐 www.infridetsolutions.com | 📞 +91-8853354829