Production ReadySaaS CRMAI Automation
WhatsApp Automation Rules
Configure CRM-triggered WhatsApp automation for lead capture, follow-ups, proposals, missed calls and customer replies.
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Automation Rules
6
Active Rules
2
Planned Rules
4
Replies Received
0
Failed Messages
0
Automation Flow
How WhatsApp automation connects with lead management and calling.
1
Meta Lead
Lead comes from Meta, website or manual entry.
2
CRM Save
CRM stores complete customer details.
3
Assign Agent
Round-robin assigns salesperson.
4
WhatsApp Send
Template message is sent automatically.
5
Customer Reply
Webhook captures reply/read status.
6
Sales Follow-up
Sales team follows up from CRM.
Automation Rule Register
Rules available for WhatsApp CRM automation.
| Rule | Trigger | Action | Module | Status |
|---|---|---|---|---|
| New Lead Welcome Message | When a Meta/API lead is created | Send welcome WhatsApp message to customer | Lead Capture | ACTIVE |
| Salesperson Assignment Intro | When lead is assigned by round-robin | Send salesperson intro and expected callback time | Lead Assignment | PLANNED |
| Follow-up Reminder | When nextFollowUp date is due | Send reminder message to customer and alert salesperson | Follow-up | PLANNED |
| Proposal Reminder | When lead status becomes PROPOSAL_SENT | Send proposal follow-up WhatsApp message | Sales Pipeline | PLANNED |
| Missed Call Callback | When dialer status is NOT_ANSWERED or BUSY | Send callback request message to customer | Dialer | PLANNED |
| Customer Reply Alert | When WhatsApp webhook receives customer reply | Update campaign status and alert assigned salesperson | Webhook Inbox | ACTIVE |