WhatsApp Marketing Automation

Reply on WhatsApp in seconds, and keep the conversation going automatically.

Customers in many markets prefer WhatsApp to email or forms. NetPurl sets up the WhatsApp Business Platform with instant lead replies, qualification flows, opt-in broadcasts and a clear handover to your team, built to follow WhatsApp's messaging policies.

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Conceptual diagram: a sample business chat layout, a four step flow of opt-in captured, instant first reply, qualifying questions and handover to a person, and four ground rules, consent recorded, approved templates only, easy opt-out and replies that reach a person.
Overview

What is WhatsApp Marketing Automation?

WhatsApp marketing automation uses the WhatsApp Business Platform to answer enquiries, ask qualifying questions, send approved message templates and pass conversations to a person. It connects to your forms, ads and CRM so the chat is part of your lead process, not a separate inbox.

WhatsApp has strict rules on opt-in, template approval and the 24-hour customer service window. We design flows inside those rules, so your number stays in good standing, and we keep automation helpful and brief so customers can reach a person when they want to.

At a glance

  • Best forBusinesses whose customers already message on WhatsApp
  • RequiresA WhatsApp Business Platform account and approved templates
  • Main deliverableLive flows, templates and CRM connection
  • PolicyBuilt to follow WhatsApp opt-in and template rules
Problems we solve

WhatsApp problems
we fix.

Slow replies to chats

Messages wait until someone is free.

Instant greeting and routing to the right person.

Leads lost between chat and CRM

Conversations never reach your sales system.

Chats and contact details logged in the CRM.

Unqualified conversations

Staff spend time on enquiries that were never a fit.

Short qualification questions before handover.

Broadcasts without consent

Messages go to people who never agreed.

Opt-in capture and consent records.

Template rejections

Message templates are refused or misused.

Templates written to meet WhatsApp guidelines.

One shared phone

Team members cannot see who is handling a chat.

Shared inbox with assignment and notes.

Our process

How our WhatsApp
process works.

  1. 01

    Review

    Current chats, numbers and customer questions.

  2. 02

    Set up

    WhatsApp Business Platform account and number configured.

  3. 03

    Design flows

    Greeting, qualification and handover mapped.

  4. 04

    Connect

    Forms, ads and CRM linked to WhatsApp.

  5. 05

    Launch and refine

    Flows tested, launched and improved from real chats.

What's included

Your WhatsApp automation, fully covered.

  • WhatsApp Business Platform setup
  • Click-to-WhatsApp entry points
  • Instant reply and greeting flow
  • Lead qualification questions
  • Message template submission
  • Opt-in capture and consent tracking
  • Opt-in broadcast set-up
  • CRM and shared inbox connection
  • Team guidance on policy

Tools we use

WhatsApp Business Platform Click-to-WhatsApp ads CRM integration Message templates Shared inbox Opt-in forms

Who it is for

Built for businesses that sell through conversation.

  • Service businesses taking enquiries by chat
  • Stores handling order questions
  • Education and healthcare providers booking appointments
  • Teams running click-to-WhatsApp campaigns
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Part of CRM, Lifecycle & Marketing Automation

Related
services.

Lead Generation Funnels

A funnel is more than a landing page.

Learn more

CRM Setup & Automation

Leads in inboxes, deals in spreadsheets and follow-ups in someone's memory cost you sales.

Learn more

Lead Nurturing

Most leads are not ready to buy on the day they enquire.

Learn more

Customer Retention Automation

Winning a customer is only the start.

Learn more
Works well alongside

Connected
services.

Meta Ads Management

Click-to-WhatsApp style campaigns that start the conversation.

Learn more

Conversion Tracking

Count chat starts as conversions you can measure.

Learn more

Customer Retention Optimization

Consent-based reminders and service messages after a purchase.

Learn more
FAQ

WhatsApp Marketing Automation
questions.

Yes, when it uses the WhatsApp Business Platform and follows WhatsApp's policies on opt-in, approved templates and the customer service window. We build within those rules.

Yes. Flows are kept short and always include a route to a team member.

For automation at scale, yes. We help you apply for and set up the platform, or work with an approved provider.

Yes. We connect chats and contact details to your CRM so conversations appear against the lead record.

Only to contacts who have opted in, using approved templates. We set up opt-in capture and keep the records.

Free WhatsApp automation review

Ready to answer every chat instantly?

+92 300 366 7444

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