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Smart-Flow automations · WhatsApp & CRM

Smart-Flow workflow automation for WhatsApp and your CRM.

Lead capture from portals, forms and ads into WhatsApp and your CRM — with instant replies, routing to the right person and automatic follow-ups on quiet leads. Plus the field-side flows: driver reporting and cash custody.

Message us on WhatsApp
  • Property Finder, Bayut, Meta and website forms
  • Zoho, HubSpot, Salesforce or a sheet
  • Follow-ups stop the moment a person replies
  • Fixed price per project

What's included

Every lead answered, routed, logged and followed up.

Six flows we have built before. The first three are the standard sales set; the last three are for teams on the road.

Instant reply & lead qualification

An acknowledgement the moment a lead lands, then the qualifying questions — budget, area, timing — asked the way your best salesperson would, in the language the lead wrote in.

Follow-up sequences on quiet leads

Leads that go quiet get a polite nudge on a schedule you set. Sequences stop the moment someone replies, so nobody gets chased after they've answered.

Calendar booking & confirmations

Viewings, consultations and site visits booked against a live calendar, confirmed on WhatsApp and reminded before the slot.

How it works on your stack

Acknowledge first, qualify second, hand over cleanly.

The system's job is the first reply and the admin around it. The moment a person joins the conversation, the automation steps back.

The flow

  1. Portal / form / ad
  2. Instant reply
  3. Qualify
  4. Agent takes over
  5. Booked & logged
  6. Follow-up if quiet

Engineering decision. Acknowledge first, qualify second — the speed of the first reply is what saves a paid lead. Ambiguous intent escalates to a person instead of guessing, and every sequence halts the moment a human replies.

Connects to

  • Property Finder
  • Bayut
  • Meta lead forms
  • Website forms
  • WhatsApp Business API
  • Zoho
  • HubSpot
  • Salesforce
  • Google Sheets
  • Google Calendar

Through official APIs and webhooks. Nothing is replaced; your system of record stays the source of truth.

  1. 1Week 1

    We list every place a lead comes from

    Portals, forms, ads, walk-ins on WhatsApp — and who should get which, at what hours. You get a written scope and a fixed price.

    You get: Scope + fixed quote

  2. 2Weeks 2–3

    We wire the sources into WhatsApp and the CRM

    Official APIs and webhooks on the way in; Zoho, HubSpot, Salesforce or a sheet on the way out. Every lead carries its source.

    You get: Working flows on your stack

  3. 3Go-live

    Agents stay in control

    Routing rules, working hours and a clear handover point where the person takes the conversation. The system stops messaging when a human is in.

    You get: Routing + handover rules

  4. 4Ongoing

    Follow-ups and reporting run themselves

    Quiet-lead nudges, a daily summary of what came in and who answered, and logs you can audit.

    You get: Monitoring + full ownership

Want a rough scope before you talk to anyone? Try the estimatorFixed price per project, agreed after a free scoping conversation.

See it run

One lead, from WhatsApp to the CRM board.

A scripted walkthrough of the pattern: the assistant qualifies, drafts, and logs; the quote still waits for a person before it goes out.

Lead flow · walkthroughlive

WhatsApp assistant

AI assistant · online

Verified

The walkthrough starts when it scrolls into view.

AI Processing
CRM Boardzoho · live
New Leads
Lead #1039 · Ahmed K.Called

Pool Maintenance

Lead #1040 · Fatima R.Quoted

Villa Cleaning

Waiting…
Follow Up
Lead #1041 · Omar S.Pending

Landscaping Quote

Empty
Ready
Waiting

Questions

What owners ask about lead flows.

Short answers. If yours isn't here, send it on WhatsApp or use the contact form. You get a straight reply within one business day.

Yes — it is one of our most requested builds. We capture the lead emails or webhooks from Property Finder or Bayut, parse them the moment they land, acknowledge the lead on WhatsApp and route it to the right agent and your CRM board.

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