Autopilot and WhatsApp Business Cloud automations

Ready-made scenarios where Autopilot and WhatsApp Business Cloud work for you: pick one — a copy appears in your account and runs on its own.

30 scenarios

Email validation for new CRM contacts
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
New deals routed automatically — to the team, table, and slides
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
New-lead handling: CRM entry, team alert and reminder
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Business card into your address book with one photo
Smart lead routing to reps — instant, with no manual assignment
Capture and route leads from every channel
Client renewal reminders — ahead of time
Re-engage stalled leads with a ready-made email
Score event RSVPs and route them to sales
Website leads — enrichment, scoring and routing to CRM
Shipping quotes delivered right in the customer chat
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Lead verification, enrichment and sorting — automatically
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger