ClickFunnels Whatsapp Automation
Automatically send your lead magnet on WhatsApp the moment someone opts in, then follow up with a friendly upsell to keep engagement high.
Why This Workflow Matters
This workflow makes sure every new lead instantly receives the lead magnet they requested, right on WhatsApp, where they’re most active. No delays, no manual sending, and no lost opportunities.
By tagging contacts and delivering content automatically, you keep your audience engaged from the first touch. The built-in upsell follow-up then helps you smoothly guide new subscribers toward your next offer, increasing the chances they stay interested and take action.
How The Automation Works
- Trigger: Lead magnet opt-in
When someone submits their details on your ClickFunnels lead magnet page, the automation starts right away.
- ActiveCampaign Actions: Tag magnet, webhook
ActiveCampaign adds a specific tag to this new lead so you can identify them as having requested this magnet. At the same time, a webhook sends their information to the D7 WhatsApp API.
- WhatsApp Message Sent: “Here’s your guide: {{download_link}}.”
Using the D7 WhatsApp API, the lead instantly receives a WhatsApp message containing the download link to the guide or resource they requested.
- Follow-Up Steps: Upsell message
After delivering the magnet, a follow-up WhatsApp message presents a relevant upsell, such as a paid offer, call booking, or deeper training.
- Goal / KPI: Engagement
The main goal is to increase engagement getting new leads to open, click, and interact with your content and offers right from the start.
Automation Table
| Step | Why It Matters | Why It Matters |
|---|---|---|
| 1 | A visitor opts in for your lead magnet on ClickFunnels. | Captures a warm lead at the moment of highest interest. |
| 2 | ActiveCampaign is triggered by the lead magnet opt-in event. | Instantly starts automation without any manual work. |
| 3 | ActiveCampaign adds a “magnet” tag to the new contact. | Clearly labels leads who requested this resource for better segmentation. |
| 4 | ActiveCampaign fires a webhook to the D7 WhatsApp API. | Securely passes contact details so WhatsApp delivery happens automatically. |
| 5 | WhatsApp sends: “Here’s your guide: {{download_link}}.” | Delivers the promised content immediately, building trust and satisfaction. |
| 6 | The lead clicks and views the guide through the download link. | Increases content consumption and keeps the lead engaged with your brand. |
| 7 | A follow-up WhatsApp upsell message is sent after the delivery. | Gently introduces a next-step offer while interest is still high. |
| 8 | Engagement (opens, clicks, responses) is monitored as the key KPI. | Helps you measure how well the sequence holds attention and drives action. |
Whatsapp Message Variations
Original:
“Here’s your guide: {{download_link}}.”
Improved WhatsApp-template-friendly versions:
- “Thanks for signing up! Here’s your guide: {{download_link}}”
- “As promised, here is your guide download link: {{download_link}}”
- “Your guide is ready. Access it here: {{download_link}}”
WHO THIS WORKFLOW IS FOR
This workflow is ideal for:
- Coaches and consultants offering free guides, checklists, or PDFs to warm up leads before booking calls or selling programs.
- Online course creators sharing lead magnets like mini-lessons, eBooks, or templates to move people toward a full course.
- Agencies and service providers using ClickFunnels to capture leads with reports, audits, or case studies and then upselling strategy sessions or proposals.
- Ecommerce brands giving away style guides, buying guides, or product comparison PDFs and then promoting relevant products.
- SaaS and software companies offering feature guides or how-to manuals as lead magnets, followed by an offer for a trial or demo.
Any business that uses ClickFunnels to collect leads with a free resource and wants to boost engagement through fast, direct WhatsApp delivery will benefit from this automation.
Integrate Now
Activate this workflow today to instantly deliver your ClickFunnels lead magnets