Intercom Whatsapp Automation
Automatically tag qualified leads, send a WhatsApp demo invite, and route them to your SDR team so you can book more demos with less manual work.
Why This Workflow Matters
This workflow makes it easy to move qualified interest into real sales conversations. As soon as a lead is marked qualified, they get a friendly WhatsApp message inviting them to book a demo, while your team gets a clear signal to follow up.
You stay fast, consistent, and personal with every hot lead without copying, pasting, or chasing manually. The result is more demos booked and a smoother experience for both your prospects and your sales team.
How The Automation Works
- Trigger: Qualified lead
When a lead in your system becomes “qualified,” the automation starts automatically.
- ActiveCampaign Actions: Tag qualified, webhook
ActiveCampaign first adds a “qualified” tag to clearly mark this contact.
Then it sends the lead details via webhook to D7 WhatsApp API.
- WhatsApp Message Sent: You’re eligible for a demo. Want to book one?
D7 WhatsApp sends a direct WhatsApp message to the lead, inviting them to book a demo while their interest is high.
- Follow-Up Steps: Assign SDR
The lead is assigned to an SDR, so someone on your team is clearly responsible for next steps and follow-up.
- Goal / KPI: Demo bookings
Everything is focused on one clear outcome: increasing the number of demos booked from your qualified leads.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Lead is marked as a Qualified lead in your system | Ensures only high-intent contacts enter the workflow, keeping your team focused. |
| 2 | ActiveCampaign automatically tags the contact as “qualified” | Creates clear segmentation for reporting, nurturing, and future campaigns. | |
| 3 | ActiveCampaign fires a webhook to D7 WhatsApp API | Seamlessly connects your CRM data to WhatsApp without manual effort. |
| 4 | D7 WhatsApp sends: “You’re eligible for a demo. Want to book one?” | Reaches the lead instantly on WhatsApp, where they are more likely to respond. |
| 5 | Lead can reply or click through to book a demo | Converts qualification into an actual calendar booking in fewer steps. |
| 6 | The contact is assigned to an SDR for follow-up | Gives clear ownership so no qualified lead is left unattended. |
| 7 | SDR follows up with interested leads via WhatsApp, email, or calls | Strengthens relationships and moves leads closer to closing. |
| 8 | You track demo bookings as the main KPI | Provides a simple, measurable metric to optimize and report on. |
Whatsapp Message Variations
- “You’re now eligible for a product demo. Would you like to book a time this week?”
- “Great news you qualify for a personalized demo. Can I send you a link to schedule it?”
- “You’re eligible for a live demo of our solution. Are you interested in booking a session?”
Who This Workflow is For
This workflow is ideal for:
- B2B SaaS companies that qualify leads in Intercom and want to instantly invite them to product demos.
- Agencies and consultancies that run discovery or strategy calls and need a smoother handoff from lead qualification to scheduled meetings.
- EdTech, training, or coaching businesses offering demo classes or intro sessions to qualified prospects.
- Fintech and service providers that rely on demos to explain complex offerings to high-intent leads.
- Any business using Intercom or similar qualification logic and wanting to reach hot leads quickly via WhatsApp while assigning them to an SDR.
