Freshsales Whatsapp Automation
Automatically spot hot leads in Freshsales, reach out on WhatsApp at the perfect moment, and hand them to your sales team to boost demo conversions.
Why This Workflow Matters
This workflow helps you act the moment a lead is most interested. Instead of waiting for emails to be opened or for a rep to notice a high score, your system instantly reaches out on WhatsApp with a helpful demo offer.
Your team spends less time chasing cold leads and more time talking to people who are genuinely ready to see your product. The result: faster responses, warmer conversations, and more demos booked without extra manual work.
How The Automation Works
- Trigger: Score threshold reached
When a contact’s lead score in Freshsales passes your chosen threshold, it signals they’re highly engaged and ready for a next step.
- ActiveCampaign Actions: Tag `hot_lead`, webhook
ActiveCampaign automatically tags this contact as a `hot_lead` and sends their details via webhook to your D7 WhatsApp API connection.
- WhatsApp Message Sent:
`Looks like you're exploring {{product}}. Want a demo?`
The contact immediately receives a friendly WhatsApp message tailored with the product they’ve been exploring.
- Follow-Up Steps: Assign SDR
As soon as the message goes out, the lead is assigned to an SDR so a sales rep can quickly follow up, answer questions, and secure the demo.
- Goal / KPI: Demo conversion
The main success metric for this automation is how many of these hot leads convert into booked demos.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A contact’s behavior in Freshsales pushes their score above your set threshold. | Identifies the right moment when a lead is most likely to say “yes” to a demo. |
| 2 | The automation in ActiveCampaign is triggered by the score threshold reached. | Ensures no hot lead slips through the cracks or gets overlooked. |
| 3 | ActiveCampaign applies the `hot_lead` tag to the contact. | Clearly flags priority leads for your sales and marketing teams. |
| 4 | ActiveCampaign sends a webhook with lead details to the D7 WhatsApp API. | Seamlessly connects your CRM data to WhatsApp outreach without manual work. |
| 5 | D7 WhatsApp API sends: “Looks like you're exploring {{product}}. Want a demo?” | Reaches the lead instantly on a channel they actively use, while interest is still high. |
| 6 | The workflow assigns the lead to an SDR for follow-up. | Gives a clear owner to each hot lead so responses are fast and personalized. |
| 7 | The SDR continues the conversation and confirms a demo time. | Moves the lead smoothly from interest to a scheduled demo. |
| 8 | You track how many leads who received this flow book a demo (demo conversion). | Measures the real impact of this automation on your pipeline and revenue. |
WHATSAPP MESSAGE VARIATIONS
- “Hi {{first_name}}, it looks like you’ve been exploring {{product}}. Would you like a quick live demo to see how it works for you?”
- “You’ve shown strong interest in {{product}}. Can I set up a short demo to walk you through the key features?”
- “Thanks for checking out {{product}}. Want a fast, no-pressure demo so you can see if it’s a good fit?”
(All are WhatsApp-template friendly and can be adjusted to your tone.)
Who This Workflow is For
This workflow is ideal for:
- B2B SaaS companies that score leads based on trials, logins, or feature usage and want to push hot users into demos.
- Software and tech vendors offering product tours, discovery calls, or live demos as a key sales step.
- CRM and sales-led organizations using Freshsales lead scoring to prioritize outreach.
- High-consideration products and services (e.g., marketing platforms, CRMs, ERP, HR software) where a live walkthrough greatly improves conversion.
- Revenue and growth teams seeking to align marketing automation, WhatsApp outreach, and SDRs around a single goal: more demo conversions.
Integrate Now
Activate this Freshsales – High Lead Score WhatsApp workflow today