How Imagnify Automation Workflows
Capture, Qualify, Route, and Follow Up With Leads
Imagnify workflows connect inquiry capture, lead qualification, CRM updates, team notifications, and follow-up actions into one repeatable system.
Inquiry captured
Inquiry captured
What Happens
A prospect sends a message on WhatsApp, fills out a form, or clicks a Facebook Lead Ad.
Why It Matters
Fast response times are critical. If you don't answer instantly, leads move to competitors.
When a Facebook Lead Ad form is submitted, a webhook instantly fires to our routing engine.
Lead qualified
Lead qualified
What Happens
The automation responds immediately and asks 3-4 qualifying questions based on your criteria.
Why It Matters
Saves sales reps from wasting hours talking to unqualified or low-budget tire-kickers.
A WhatsApp bot asks: 'What is your timeline for this project? a) ASAP b) 1-3 months c) Just researching'.
CRM updated
CRM updated
What Happens
The lead's contact info, source, and answers are pushed into your CRM or Google Sheet.
Why It Matters
Eliminates manual data entry and ensures no lead details are lost in personal chat histories.
A new Deal record is created in HubSpot with the status 'Qualified Lead'.
Team notified
Team notified
What Happens
Your sales or support team receives a real-time notification with full context.
Why It Matters
Enables your team to jump into the conversation fully prepared without asking repetitive questions.
A Slack message is posted to #sales-alerts: 'Hot lead captured. Budget: $5k+. Click here to claim'.
Follow-up triggered
Follow-up triggered
What Happens
If the lead goes quiet or misses a step, a sequence of automated reminders is initiated.
Why It Matters
Recovers lost revenue by persistently following up without requiring human memory.
A follow-up email is sent 24 hours later: 'Hi John, did you have any questions about the brochure?'
Payment or booking next step
Payment or booking next step
What Happens
The lead is prompted to book a call via Calendly or complete an invoice payment.
Why It Matters
Removes friction from the conversion process by making the next step completely self-serve.
A secure Stripe payment link is generated and sent via WhatsApp to finalize the order.
Gap found: Follow-up gaps found in inquiry handling.
Fix: Implement an automated routing and response sequence.
Human Handoff Rules
Automation isn't meant to replace your team—it's meant to protect their time. We configure precise rules that immediately pause automation and alert a human agent when:
Seamless Integrations
Our workflows connect your existing tech stack so you don't have to rip and replace your current software.
Common Questions About AI Automation
What is WhatsApp automation?
WhatsApp automation is a system that replies to customers, asks questions, collects details, sends follow-ups, and updates your team or CRM without manual work.
Can automation qualify leads?
Yes. A lead qualification system can ask questions about budget, requirement, timeline, location, and intent to identify hot, warm, and low-priority leads.
Can you connect automation with my CRM?
Yes. We can connect automation workflows with CRMs, dashboards, Google Sheets, forms, databases, or custom internal systems.
Which businesses need automation?
Automation is useful for real estate, clinics, education businesses, ecommerce brands, agencies, and service companies that receive regular customer inquiries.
Ready to stop losing leads to slow follow-up?
Book a technical audit. We'll map out exactly which parts of your sales and support workflows can be automated to recapture lost revenue.