B2B WhatsApp Automation Flow Design
Budget: ₹1,500 – ₹12,500 INR
I’m building an end-to-end automation that takes a B2B lead from(on website) the moment a visitor submits our website form, through demo scheduling, all the way to every follow-up touchpoint. Everything will run on Pabbly Connect paired with WhatsApp Business.
Pls note we have our Internal CRM.
Here’s what I need from you:
• Map the entire funnel: capture via website forms → instant qualification message → demo scheduling sequence → reminder nudges → post-demo follow-ups → long-term nurture.
• Define every trigger in Pabbly (new form submission, button clicks, time delays, status updates, reply keywords, etc.) and show where webhooks, filters, and routers fit in.
• Draft each WhatsApp template message (opt-in confirmation, demo booking link, reminders, “no-show” reschedule prompt, success stories, offer closure). I will submit them for Meta approval, so keep variables and character limits in mind.
• Build or document the actual Pabbly workflows, step by step, with screenshots and field-level guidance so my team can replicate or edit later.
• Add conditional logic—e.g., if the prospect doesn’t book within 24 h, send an escalation message; if they reply “not now,” move them to a 30-day drip.
Acceptance criteria
1. A lucid flowchart (PDF or Lucidchart link) visualising every stage and trigger.
2. A spreadsheet or doc listing all WhatsApp templates, variables, and suggested approval categories.
3. Create All the live work flows once lucidchart get approved.
4. On Pabbly with whats App business integration that pulls a live website-form lead to all triggers.
4. Clear next steps for scaling to other capture channels (LinkedIn or email) when required.
If you’ve already integrated Pabbly with WhatsApp Cloud API for B2B funnels, that’s a bonus—share a quick reference or sample run when you apply so I can see your approach.
Pls note we have our Internal CRM.
Here’s what I need from you:
• Map the entire funnel: capture via website forms → instant qualification message → demo scheduling sequence → reminder nudges → post-demo follow-ups → long-term nurture.
• Define every trigger in Pabbly (new form submission, button clicks, time delays, status updates, reply keywords, etc.) and show where webhooks, filters, and routers fit in.
• Draft each WhatsApp template message (opt-in confirmation, demo booking link, reminders, “no-show” reschedule prompt, success stories, offer closure). I will submit them for Meta approval, so keep variables and character limits in mind.
• Build or document the actual Pabbly workflows, step by step, with screenshots and field-level guidance so my team can replicate or edit later.
• Add conditional logic—e.g., if the prospect doesn’t book within 24 h, send an escalation message; if they reply “not now,” move them to a 30-day drip.
Acceptance criteria
1. A lucid flowchart (PDF or Lucidchart link) visualising every stage and trigger.
2. A spreadsheet or doc listing all WhatsApp templates, variables, and suggested approval categories.
3. Create All the live work flows once lucidchart get approved.
4. On Pabbly with whats App business integration that pulls a live website-form lead to all triggers.
4. Clear next steps for scaling to other capture channels (LinkedIn or email) when required.
If you’ve already integrated Pabbly with WhatsApp Cloud API for B2B funnels, that’s a bonus—share a quick reference or sample run when you apply so I can see your approach.