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:**
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
---
# **📁 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
