Turn landing page leads into WhatsApp messages and CRM records

Captures leads from your landing page, adds them to your CRM, sends warm-up emails, then follows up automatically over WhatsApp.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues.

Pattern: Parallel Split (2) ยท Synchronisation (3)

flowchart TD trig>"landing page form submitted"]:::trig s0["Capture lead details"]:::task s1["Send warm-up emails"]:::svc s2["Send WhatsApp follow-up"]:::task s3(("Sales team closes deal")):::human trig --> s0 s1 --> s2 s2 --> s3 gx{"+ where to save lead"}:::gate s0 --> gx p00["Save lead row"]:::task gx -->|"Google Sheets"| p00 p10["Add CRM contact"]:::task gx -->|"CRM"| p10 jn{"+ lead saved everywhere"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"lead followed up automatically"/]:::out pay{{"faster follow-up before lead cools"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personEvery pathWaits for allResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Voice & PhoneCRM & Sales PipelineSocial Media ManagementEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
WordPressGoogle SheetsFluentCRMWhinta

The problem it solves

You post about your offer on YouTube or Instagram, but the leads that come in through your landing page get lost between spreadsheets, your inbox, and your phone. By the time you remember to follow up, the lead has gone cold or bought from someone else.

Who it fits

Coaches, course creators, or small service businesses generating leads from video content.

How it works

  1. A visitor fills out the form on your landing page
  2. Their details are saved to Google Sheets and added to your CRM as a new lead
  3. A warm-up email sequence introduces your offer over the next few days
  4. About an hour after the form or last email, a personalized WhatsApp message goes out
  5. Your sales team takes over the conversation and updates the CRM once the deal closes
What you get

Every lead nurtured automatically after they sign up

You get every landing page lead added to your CRM automatically and followed up with a personal WhatsApp message soon after.

What you get

A tagged CRM contact with a logged email and WhatsApp follow-up ready for your sales team to close.

What you need

A WordPress site, a Google Workspace account, a FluentCRM account, and a Whinta WhatsApp API account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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