1.Detects new lead
Integrate Converflow, lead capture tools, and contact databases to trigger the workflow to process the new lead.
Send templated welcome to new leads and record them
Automatically monitor new lead arrivals across Converflow and Wati. Send templated WhatsApp welcomes and log transfer attempts when new lead arrives, phone normalizes to valid E.164, or language detection completes—so you can speed up follow-up, prevent duplicate sends, and keep audit-ready context without manual follow-up.
How this automation sends welcome messages reliably
When new leads arrive in Converflow, slow follow-up and duplicate outreach can hurt conversion. This automation delays and normalizes leads, sends localized welcomes, and creates transfer records—so your team can respond with confidence.
Converflowor swap with your favorite app
2.Pauses for 5 minutes
Integrate Delay by Zapier and scheduling tools to wait 5 minutes to control send timing.
Delay by Zapieror swap with your favorite app
3.Normalizes lead details
Integrate Code by Zapier and data transformation tools to normalize lead fields to fetch complete lead context.
Code by Zapieror swap with your favorite app
4.Cleans notes for templates
Integrate Formatter by Zapier and text cleaning tools to clean free-text notes to prepare safe template insertion.
Formatter by Zapieror swap with your favorite app
5.Sends templated WhatsApp welcome
Integrate Wati and messaging tools to send a templated message to deliver the localized welcome.
Watior swap with your favorite app
6.Creates transfer table record
Integrate Zapier Tables and reporting tools to create a new row to prevent duplicate sends and support audit.
Zapier Tablesor swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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