YouTube to WhatsApp Sales Automation with WordPress, FluentCRM and Whinta

Description

🚀 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:
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