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I will build a whatsapp lead qualification and CRM workflow with make
Kelvin
About this gig
Welcome! Do you want to capture, qualify, organize, and route leads from WhatsApp without handling every conversation manually?
I will build a WhatsApp lead qualification and CRM workflow with Make. Your automation can collect important lead details, filter prospects, assign lead status, and send qualified information to your CRM, Google Sheets, or another supported platform.
Depending on your requirements, I can help you set up:
- WhatsApp lead capture workflows
- Lead qualification questions
- Hot, warm, and cold lead scoring
- Lead filtering and routing
- CRM or Google Sheets integration
- Sales-team notifications
- Follow-up task creation
- Appointment-booking handoff
- Customer data organization
- Basic conditional logic
I can work with supported WhatsApp tools, Make, CRMs, Google Sheets, forms, email platforms, and other compatible applications.
I will build the workflow according to your process, test the main automation, and explain how it works after delivery.
Please message me before ordering so I can review your WhatsApp setup, qualification questions, CRM, and required integrations. I look forward to helping you turn conversations into organized sales opportunities.
Get to know Kelvin
Kelvin
Make com Automation Specialist, Lead And CRM Workflows
- FromUnited Kingdom
- Member sinceJun 2026
Languages
English, Spanish, French, German
Hello and welcome to my profile. I help businesses automate repetitive tasks, organize leads, and improve follow-up using Make.com and connected business tools. I can build appointment booking workflows, email reminders, WhatsApp lead qualification systems, Facebook and website lead follow-ups, CRM integrations, and Google Sheets automations. I focus on clear communication, reliable workflows, accurate field mapping, and practical solutions that match your business process. Please message me with your requirements before ordering so I can recommend the right automation approach.
FAQ
What can the WhatsApp automation do? .
The workflow can capture lead information, ask qualification questions, categorize prospects, assign lead status, send notifications, and transfer data to a CRM or Google Sheets
Can you score leads as hot, warm, or cold?
Yes. I can create basic lead-scoring rules based on the answers, budget, location, service interest, urgency, or other criteria that you provide.
Which WhatsApp tools can you integrate?
The exact options depend on your WhatsApp setup and available API or integration access. Please message me before ordering so I can confirm whether your WhatsApp platform is compatible with Make.
Can you connect WhatsApp to my CRM?
Yes. I can connect supported WhatsApp workflows to compatible CRMs, Google Sheets, Airtable, email tools, notification platforms, or other supported applications.
Do you provide WhatsApp API access or a WhatsApp number?
No. You must provide the required WhatsApp Business, API, CRM, or third-party platform access. I can configure the workflow after the required accounts and permissions are available.
