Automation · Sales
New lead → CRM + instant WhatsApp alert
This automation runs website form or ad lead, then create contact in crm, then auto-reply to the lead, then whatsapp alert to sales. The result: leads contacted in minutes, not hours.
Set this up for me- Steps
- 4
- Built with
- n8n
- Typical setup
- 1–2 wks
- Runs
- 24/7
How does this automation work?
Step 1 · Trigger
Website form or ad lead
Step 2 · System action
Create contact in CRM
Step 3 · System action
Auto-reply to the lead
Step 4 · System action
WhatsApp alert to sales
What is it worth to you?
Hours saved per year
312
Staff time value
AED 18,720
Your inputs × 52 weeks. Before running costs; see the automation ROI calculator for payback.
Frequently asked questions
What does the “New lead → CRM + instant WhatsApp alert” automation do?
Website form or ad lead → Create contact in CRM → Auto-reply to the lead → WhatsApp alert to sales. Result: leads contacted in minutes, not hours.
Which tool is it built with?
n8n. We can also build it in n8n, Make or custom code to match the tools you already pay for.
How long does it take to set up?
Most single automations go live within one to two weeks, including testing with your real data.
What if a step fails?
Every automation has error alerts and retries, and failed items wait in a queue for a person to review.
What starts the “New lead → CRM + instant WhatsApp alert” automation?
It runs when this happens: website form or ad lead. No one has to remember to start it.
How much time does it save?
Leads contacted in minutes, not hours. The exact saving depends on your volume; the automation ROI calculator gives an estimate for your numbers.
Which team benefits most from it?
Sales teams, because it removes repetitive sales admin and makes sure nothing is missed.
What access do you need to set it up?
Admin or API access to each app in the flow, ideally through a dedicated integration user with only the permissions the automation needs.
Can it be combined with an AI agent?
Yes. An AI agent can handle the free-form part — reading a message or document — and hand structured data to this automation.
What does it cost?
A one-off setup fee plus any platform subscription. We quote after reviewing your apps and volumes, and simple automations are often included in monthly plans.
Related automations
AI agents that pair with it
- AI agentWhatsApp Lead QualifierAnswers every WhatsApp enquiry in seconds, in Arabic or English, asks the right questions and hands hot leads to your team.
- AI agentWebsite Sales AssistantA chat assistant trained on your services, prices and FAQs that answers visitors and captures their details.
- AI agentAppointment Booking AgentFinds a free slot, books it, sends reminders and reschedules, so the front desk stops playing phone tag.
Ready when you are.
Tell us what you need. An engineer replies within one working day.