https://www.canva.com/design/DAG7NGB1S9E/rS8dkkez-9RIiOyuqTTO3w/view?utm_content=DAG7NGB1S9E&utm_campaign=designshare&utm_medium=link2&utm_source=uniquelinks&utlId=hdd187f7873

WhatsApp Automation Engine for Lead Conversion & Customer Retention

Category: Marketing Tech • Automation • CRM Engineering

Tools Used: Zoho CRM · Aisensy API · Deluge Scripting · Workflow Automation

1. Overview

I built a complete WhatsApp automation engine inside Zoho CRM to:

• Convert more leads
• Guide new customers through onboarding
• Reduce support tickets
• Improve ARC (Annual Renewal Cost) renewal rates

This system now runs 24/7 without depending on sales or support teams.

2. Problem

Before automation:

• Follow-ups were inconsistent
• Sales team missed hot leads
• New customers struggled with onboarding
• Support team got too many repetitive issues
• ARC reminders were not sent on time