Daylite Whatsapp Automation
The moment a new contact or opportunity is created in Daylite, this workflow updates the record, tags the lead, starts sales automation, and sends a helpful WhatsApp introduction so your team can follow up faster.
Why This Workflow Matters
New leads are highest-intent right after they come in. This workflow helps you act immediately by standardizing the first touch on WhatsApp while keeping Daylite clean and organized. You get quicker outreach, consistent messaging, and a clear handoff to sales improving customer experience and supporting faster conversions through better lead response time.
How the Automation Works
- Trigger: Daylite: New contact or opportunity created
- Actions: Create/Update contact; add CRM-lead tag; start sales automation
- WhatsApp message:
Hi {{first_name}}, thanks for connecting with us. Our team will reach out shortly. Reply HELP for support.
- Follow-up: Assign sales task; if reply → move deal stage
- Goal KPI: Lead response time
Workflow Table
| Step | What happens | Outcome |
|---|---|---|
| 1 | Daylite: New contact or opportunity created | Workflow starts automatically |
| 2 | Create/Update contact | Lead record stays accurate |
| 3 | Add CRM-lead tag | Lead is categorized for reporting and routing |
| 4 | Start sales automation | Sales process begins consistently |
| 5 | Send WhatsApp introduction message | Lead gets immediate confirmation and guidance |
| 6 | Assign sales task | Clear ownership and next action for sales |
| 7 | If reply → move deal stage | Engagement is reflected in the pipeline |
| 8 | Track Lead response time | Measure and optimize speed to first response |
WhatsApp Message Variants
Variant 1 (simple + clear):
Hi {{first_name}}, thanks for connecting with us. Our team will reach out shortly. Reply HELP for support.
Variant 2 (more direct next step):
Hi {{first_name}}, thanks for connecting with us. Our team will reach out shortly. If you need support, reply HELP.
Variant 3 (more service-oriented):
Hi {{first_name}}, thanks for connecting with us. Our team will reach out shortly. Reply HELP for support anytime.
Who Should Use This Workflow
- Sales teams managing inbound leads in Daylite
- Service businesses that rely on fast follow-up (consulting, agencies, home services)
- B2B teams handling new opportunities and pipeline stages
- Any team using WhatsApp as a primary first-touch channel
Integrate Now
Activate Daylite WhatsApp CRM for instant lead confirmation and faster sales response.