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: 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