SALES & LEAD NURTURE

From the click on a Meta ad to the closed deal — one thread, full history.

Capture leads from click-to-WhatsApp ads, qualify them with a flow before an agent picks up, keep cold leads warm with a scheduled follow-up sequence, and route hot leads to the right rep with full context — one WhatsApp thread, full history, at 0% markup.

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Free plan — No card requiredOne number. Business App + API
app.whatsmark.io/automation/flows/new

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Click-to-WhatsApp Ad

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Start on WhatsApp, expand when you are ready

Built for WhatsApp first — Messenger and Instagram when you need them.

WhatsMark runs your marketing, sales, and support on WhatsApp today. Add Messenger and Instagram to the same shared inbox and automations whenever you want — no new tool, no re-platforming.

WhatsApp
WhatsApp

Broadcasts, chatbots, templates, and a shared team inbox — on the official Cloud API.

Live
Facebook Messenger
Messenger

Campaigns, instant templates, and automation straight from your Facebook Page.

Live
Instagram
Instagram

DM automation and campaigns for Instagram — landing soon.

Coming soon

Sound familiar?

Three things every D2C team already lives with

Hot leads from Meta ads die in agents' personal DMs

A click-to-WhatsApp ad spends ₹400 to deliver a buyer to one of eight agents' phones. Agent #5 is on lunch, sees the message at 4 PM, replies at 5. The buyer's already messaging your competitor. The lead is cold by Tuesday.

Qualifier conversations chew up the senior agent's afternoon

Every "what's your budget?" / "what timeline?" / "owned or rented?" question burns 4 minutes per lead × 60 leads/day = 4 hours of an agent who should be closing, not screening.

The ad, the DM, and the CRM never line up

The ad delivered the lead, the WhatsApp DM has the actual conversation, and the CRM has the deal — three places, none complete. When a deal closes, nobody can see the thread that started it, so marketing and sales argue about follow-up every quarter.

The four pieces

What you actually need to run WhatsApp marketing at scale

Click-to-WhatsApp ads into a qualifier

Run click-to-WhatsApp ads on Facebook and Instagram; the click drops the buyer into a WhatsApp chat with your number, where a qualifier flow starts on the first message. Measure cost-per-lead in Meta Ads Manager — WhatsMark routes and qualifies the conversation, it doesn't yet stamp per-ad attribution on the contact.

Qualifier flows that filter before an agent calls

A flow asks budget, timeline, location, and intent, and saves the answers as contact fields. By the time an agent picks up, you know whether it's a serious buyer — and the cold ones drop into a nurture sequence automatically.

Nurture that lasts the whole buying cycle

Most high-ticket purchases don't decide in week one. A scheduled follow-up Sequence sends industry insights, case studies, and check-ins over weeks, stopping on any reply or a hot-lead trigger. For a genuine multi-month cadence you chain several scheduled steps, configured once.

Every conversation in one logged thread

The ad click, the qualifier answers, the nurture, and the sales handoff all live on one WhatsApp thread against the contact — pushed to your CRM via API. When a rep picks up, the full history is there; when a deal closes, you can see the conversation that started it.

Scenario 01 / Site visit funnel (real estate)

From inquiry to confirmed site visit in 90 seconds, on one chat.

A click-to-WhatsApp ad lands the buyer in a qualifier: budget, location, BHK, timeline. Pre-qualified leads book a real open site-visit slot on WhatsMark's built-in appointment system; the assigned agent gets a notification with full context, and you can turn on a reminder before the visit. Every step is logged on one thread against the contact.

  • Click-to-WhatsApp ad starts the qualifier on the first message
  • Tags the lead with budget, location, BHK, and timeline
  • Real open site-visit slots — native booking, no phone tag
  • Turn on pre-visit reminders to reduce no-shows
9:41
WhatsMark
WhatsMark.io

online

Saw the Powai 2BHK ad — is it still available?

10:41 AM

Yes! Quick question to match you fast — what budget range?

Under ₹1Cr
₹1–2Cr
₹2Cr+

10:41 AM ✓✓

₹1–2Cr

10:42 AM

🏠 Lake View 2BHK, 1,050 sq ft · ₹1.7 Cr fits perfectly. Want to book a site visit? Real open slots below:

Sat 10 AM
Sun 11 AM

10:42 AM ✓✓

Sat 10 AM

10:43 AM

✅ Booked — Sat 10 AM. Agent Rahul has your budget, location and BHK ready. Reminder goes out the evening before.

10:43 AM ✓✓

Scenario 02 / Demo class funnel (EdTech)

Convert ad clicks into demo classes booked before the buyer compares competitors.

EdTech and coaching institutes run a tight funnel: ad click → 4-question qualifier → demo class booked → fee link sent. Hot leads (high-budget, near-decision) route to a senior counsellor; warm leads enter a 21-day scheduled Sequence with instructor profiles, alumni outcomes, and a final last-day-to-apply nudge. You track delivery and clicks at each step.

  • 4-question qualifier (course interest, batch timing, budget, timeline)
  • Counsellor round-robin with skill-based routing for premium courses
  • 21-day scheduled Sequence for warm leads who didn't book on day one
  • A fee-payment link from your own gateway, in-thread after the demo
9:41
WhatsMark
WhatsMark.io

online

Interested in the Data Science course from your ad

6:20 PM

Great choice! When are you looking to start?

This month
Next 3 months
Just exploring

6:20 PM ✓✓

This month

6:21 PM

🎓 You qualify for a free demo class with a senior counsellor. Pick a slot:

Tomorrow 5 PM
Sat 11 AM

6:21 PM ✓✓

Sat 11 AM

6:22 PM

✅ Demo booked for Sat 11 AM. Your fee-payment link will arrive right here after the class.

6:22 PM ✓✓

Scenario 03 / Discovery call funnel (professional services)

Capture intake details before the discovery call so the partner walks in prepared.

A consulting / legal / accounting firm runs intake-led nurture. The qualifier captures business type, scope, fiscal year, and prior advisor, and Ask Media collects the documents in-chat. The discovery call is booked on WhatsMark's built-in appointment system, and the partner sees the full intake before the meeting starts — no first call wasted on basic context.

  • Structured intake flow collects documents (PAN, GST, prior filings) via Ask Media
  • Discovery call booked on the native appointment system
  • Push qualified leads to your CRM (HubSpot, Zoho) via API / webhook
  • Intake and notes pre-loaded for the partner before the call
9:41
WhatsMark
WhatsMark.io

online

Need help with FY 25-26 tax filing for my SaaS

4:18 PM

Quick 90-second intake first. Entity type?

Pvt Ltd
LLP
Proprietorship

4:18 PM ✓✓

Pvt Ltd

4:19 PM

Got it. Please share PAN + Form 16 + bank statements + prior ITR. You can attach right here.

4:19 PM ✓✓

[Sent 4 files]

4:24 PM

✅ Adv. Mehta has these slots open this week:

Wed 11 AM
Thu 4 PM
Fri 10 AM

4:25 PM ✓✓

What your customers see

Sample messages for WhatsApp lead nurture

Real WhatsApp threads — drop them straight into your account or use them as starting templates.

Click-to-WhatsApp ad → site visit (real estate)
9:41
WhatsMark
WhatsMark.io

online

Looking at the Andheri 2BHK ad

3:14 PM

Hi! Quick question — budget range?

Under ₹1Cr
₹1–2Cr
₹2Cr+

3:14 PM ✓✓

₹1–2Cr

3:15 PM

🏠 We have 3 matches in Andheri West. 📎 Brochures attached. Want to visit one this weekend?

Sat 11 AM
Sun 10 AM
Send Details

3:15 PM ✓✓

Sat 11 AM

3:16 PM

✅ Sat 17 May, 11 AM at the Lake View tower. Agent Rahul (+91 98xxx xx456) will meet you at the gate.

3:16 PM ✓✓

Sequence step 4 — alumni outcomes (EdTech)
9:41
WhatsMark
WhatsMark.io

online

Hi Aarav — quick update on your Data Science course shortlist.

11:00 AM ✓✓

📊 Alumni from our last 3 cohorts: • 87% placed within 90 days of completion • Median CTC: ₹14.5 LPA • Top hires: Razorpay, Swiggy, Zerodha Want to chat with an alumnus from your background?

Connect Me
Send Brochure
Pause Updates

11:00 AM ✓✓

Connect Me

4:23 PM

Junior associate → partner handoff (prof services)
9:41
WhatsMark
WhatsMark.io

online

Thanks for the documents, Anjali. Let me set up a 30-min discovery call with our senior partner.

5:14 PM ✓✓

Adv. Mehta has these slots open this week:

Wed 11 AM
Thu 4 PM
Fri 10 AM

5:16 PM ✓✓

Wed 11 AM

5:18 PM

✅ Confirmed. Calendar invite sent. Adv. Mehta will have your full intake ready.

5:18 PM ✓✓

Integrations

Plays well with what you already use

Connect natively where we have direct adapters. Use webhooks or our REST API for everything else. Honest status flags — we don't pretend an integration ships when it doesn't.

Hu

HubSpot

CRM — via API / webhook

Via API / Webhook
Zo

Zoho CRM

CRM — via API / webhook

Via API / Webhook
Go

Google Calendar

Scheduling & availability

Available
Go

Google Sheets

Log leads & qualification

Available
An

Any CRM

via REST API / webhook

Via API / Webhook

By the numbers

Specific, defensible, no fabricated stats.

WhatsApp open rate

~98%

vs ~18% for cold-outreach email

Read within 3 minutes

95%

of WhatsApp messages — reach a hot lead while intent is high

0% Meta markup

Always

Direct billing to your Meta Business Account

FAQ

Common questions, honest answers

Don't see your question? Email me at mailto:[email protected] — I read and answer every one personally.

Inside Meta Ads Manager, choose "Messages" (or lead generation) with WhatsApp as the destination and a "Send WhatsApp Message" CTA on the creative. The user taps, WhatsApp opens with your business pre-loaded, and WhatsMark runs your qualifier flow on that first inbound message. Measure cost-per-lead in Meta Ads Manager itself — WhatsMark routes and qualifies the conversation but does not currently stamp per-ad source/campaign attribution onto the contact.

Yes — that's the qualifier flow. Build it once with WhatsMark's drag-and-drop editor: a sequence of buttons, free-text questions, and conditional branches. Each answer saves as a contact tag. By the time an agent sees the conversation, the lead has budget, location, timeline, and intent already structured. Senior agents handle pre-qualified hot leads; everyone else routes to an automated follow-up sequence.

Native connectors for all three are on the roadmap; today the pattern is webhooks both ways. WhatsMark fires a webhook to your CRM on every qualified lead, every drip-step interaction, and every conversion event. Your CRM fires a webhook back on deal-stage changes, so WhatsMark can stop drip sequences once a lead is marked won or lost. Most modern CRMs accept this without custom code.

It depends entirely on the buyer's stage and the qualifier rigor. Industry-rough numbers: cold leads from broad-targeting Meta ads convert at 3–6%; warm leads from retargeting campaigns convert at 10–15%; hot leads who explicitly requested a demo convert at 25–40%. WhatsMark doesn't manufacture conversions — but it does keep more of your hot leads from going cold by getting them to a human within minutes instead of hours.

Each scheduled sequence step has stop conditions — the defaults are stop on any reply, stop on a hot-lead tag, and stop on opt-out; if your CRM calls the WhatsMark API on a deal-won event, that can stop it too. The sequence never sends to someone who's already bought — that's the rule it enforces by default. For a true multi-month cadence you chain several scheduled steps.

You can connect up to 2 WhatsApp numbers on Free, 10 on Professional, and unlimited on Reseller — one per client — and keep each client's leads in its own Groups and team inbox. Being straight: these run in one workspace with shared reporting, not fully isolated white-label sub-accounts per client; that broader reseller capability is on the roadmap, not shipped.

Because the whole journey lives on one WhatsApp thread against the contact — the ad click, the qualifier answers, the nurture, and the sales handoff — and it's pushed to your CRM via API. Both sides see the same conversation instead of arguing across three systems. One honest limit: WhatsMark doesn't yet stamp per-ad source attribution on the contact, so closed-deal-to-ad attribution is measured in Meta Ads Manager and your CRM, not inside WhatsMark.

Marketing campaigns are outbound, broad, scheduled — a Diwali sale to 8,000 segmented customers all at once. Lead nurture is inbound, individual, triggered — one prospect's qualifier flow, drip sequence, and handoff, fired by their own action. Same platform, very different orchestration. Lead nurture also costs more per conversation (Meta classifies follow-ups as marketing-class once the 24-hour service window closes), so qualifier rigor matters — you don't want to drip to unqualified leads.

That's the whole design. The expensive thing in sales is a rep spending time on a lead who was never going to buy — and the costly mistake is a hot lead going cold because nobody replied fast enough. Automation fixes both ends. The instant a click-to-WhatsApp lead lands, an AI flow engages, asks the qualifying questions (budget, need, timeline, authority), and scores the lead from the answers — at any hour, in seconds, which is exactly when intent is highest. Qualified-hot leads get routed straight to a rep with the answers attached; everyone else drops into an automated follow-up sequence that keeps them warm for weeks or months and pauses the moment they re-engage. Your reps stop chasing and start closing — they only pick up conversations the system has already confirmed are worth their time.

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