WhatsApp automation
WhatsApp automation that follows up while your team sells
Set up WhatsApp automation once and let it run. Welcome every new lead, answer common questions with a chatbot, send follow-ups over days, remind customers about renewals and collect payments by UPI, all connected to your CRM.
- 20 ready-made journeys
- 10 ready-made chatbots
- UPI payments inside WhatsApp
In the app: WhatsApp → Automatic messages · Tools
What you can do
WhatsApp Automation, feature by feature.
Message sequences (automatic journeys)
Drag-and-drop journeys that start when a lead arrives, a stage changes, a keyword is sent or a customer replies. Send messages, wait, branch on replies, assign and create reminders.
Automatic replies (chatbots)
Keyword bots, a first-time welcome and a fallback reply, with buttons. Start from 10 ready-made bots like Price List, Book Appointment and Agent Connect.
Scheduled follow-ups (drip campaigns)
A drip campaign is a timed series of messages. Send up to 20 steps over days or weeks. People leave automatically when they reply STOP.
Reminders (scheduled messages)
Send messages once, daily, weekly, monthly, yearly or on a custom schedule. Ideal for renewals, fees, EMIs, appointments and service due dates.
Forms inside WhatsApp
Customers fill a form of up to 5 screens without leaving WhatsApp. Answers are saved on the customer. Use them for bookings, qualification and surveys.
Payments on WhatsApp
Request payment by Razorpay via WhatsApp Pay (UPI, card, netbanking) or a Cashfree payment link. Track Pending, Paid, Failed and Expired, from ₹1 to ₹5,00,000.
Connect your own system
Add contacts to a follow-up series from your own software with an API key, or send data to your system from a message sequence step.
Hand over to a person
Any journey can hand the chat to a teammate, notify the team or assign the customer when a real conversation is needed.
How it works
Up and running in a few steps.
- 01
Pick a ready-made journey
Start from New lead welcome, Ad lead speed-to-lead, Book a demo or visit, Payment reminder or any of 20 journeys. Or build your own.
- 02
Choose the trigger
A new lead, a stage change, a keyword or a customer reply starts the journey.
- 03
Add your steps
Send a message, wait, branch on button taps, collect answers, change the stage or create a reminder for a salesperson.
- 04
Switch it on
The journey runs for every matching customer. Replies, form answers and payments appear in SalesCord.
One loop, not five tools
Works with the rest of SalesCord.
Every module shares the same customer record, so each one hands the customer to the next.
Lead Management
Journeys change stages, set tags, assign customers and create reminders inside your CRM.
Learn moreWhatsApp AI Agent
When a question goes beyond your bots, the AI chat helper can answer from your own knowledge.
Learn moreGoogle Business Profile
The Feedback & Google review journey asks converted customers for a Google review.
Learn more
FAQ
Questions we often hear.
Good to know
- Messages that start a conversation use Meta-approved templates. Free replies, forms and payment requests work within 24 hours of the customer's last message.
- Replies, bots, keyword drips, form answers and payment updates need the WhatsApp webhook (the link that brings messages into SalesCord) connected.
- WhatsApp payments are in INR only, from ₹1 to ₹5,00,000 per request.
- Meta's WhatsApp message charges apply and are billed by Meta.
- There is no Shopify or WooCommerce store sync. Order and checkout journeys start from CSV, segments or the API.
What is a WhatsApp chatbot in SalesCord?
It is an Automatic reply: a ready answer sent to incoming messages, based on keywords, a first-time welcome or a fallback. Start from 10 ready-made bots, such as Price List, Timings & Location and Lead Qualification.
What is the difference between a message sequence and a scheduled follow-up?
A message sequence is a journey started by an event, such as a new lead or a reply, and it can branch and update your CRM. A scheduled follow-up is a simple timed series of up to 20 messages over days or weeks.
Can customers pay inside WhatsApp?
Yes. Send a payment request from Customer chats. Customers pay by UPI, card or netbanking through Razorpay via WhatsApp Pay, or by a Cashfree payment link. The status updates when they pay.
Can I send renewal or fee reminders?
Yes. Reminders send messages once, daily, weekly, monthly, yearly or on a custom schedule, for renewals, fees, EMIs, appointments and service due dates.
Can the automation start from my own software?
Yes. Your own system can add contacts to a scheduled follow-up through an API key, and a message sequence can send data to your system as a step.
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