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Automation & Workflows

WhatsApp is the main channel for most customers in the Gulf, and many businesses lose leads because replies are slow or data gets lost between spreadsheets and chats. We build workflows that capture every lead and follow it through to your sales team.

What you get

  • An instant reply to every new customer, even after hours
  • No leads lost between chats and spreadsheets
  • Reports sent automatically instead of built by hand
  • WhatsApp, website forms, ads and your CRM connected in one place

What we deliver

  • Mapping your current process and where time is lost
  • WhatsApp Business API setup and approved templates
  • Building the automations and connecting your tools
  • Testing and documenting every workflow
  • Team training and performance follow-up

Who it’s for

  • Businesses getting leads from ads and WhatsApp
  • Sales teams following up by hand
  • Departments that spend hours on reports and moving data around

Example use cases

  • A customer fills in an ad form, gets a WhatsApp reply, is logged in the CRM and a sales rep is notified
  • Automatic appointment reminders and confirmations on WhatsApp
  • A weekly sales and ads report sent to management
  • Automatic follow-up on quotes the customer hasn’t answered

How the project runs

  1. 1

    Free consultation

    We start by listening. Tell us what you're trying to achieve.

  2. 2

    Clear proposal

    A plain-language scope, timeline and fixed price. No surprises.

  3. 3

    Design & build

    You see progress throughout. We work in short, reviewable cycles.

  4. 4

    Launch & grow

    We hand over everything and stay on hand as you scale.

Automation & Workflows: common questions

What is the difference between WhatsApp Business and the WhatsApp API?
The WhatsApp Business app suits one or two devices and manual replies. The WhatsApp Business API lets you connect the number to your systems, add multiple agents, and send automated and approved template messages — which is what automation needs.
Do I need to change the tools I use?
Usually not. We start by connecting the tools you already have, and only suggest a new one when it clearly saves time or money.
What happens if an automation breaks?
We add alerts that notify us and your team when any step fails, and document every workflow so it is easy to fix or change later.
Business Automation, WhatsApp API & CRM Workflows | Vantrix