Automation playbooks worth stealing.
Filter by platform, category, or industry — every workflow is a working blueprint.
Meeting Booking Workflow
Book more meetings: WhatsApp calendar invite from HubSpot forms, smart nudges until Calendly books, reminders that cut no-shows.
HubSpot
Calendly
Donation Campaigns
Raise more from supporters: video-led WhatsApp donation campaigns from HubSpot, exit on first donation, never ask twice.
HubSpot
Stripe
Web Contact Follow-up
Convert more web traffic: two-field form, then a 5-day WhatsApp drip that enriches the CRM and qualifies the lead before the SDR ever calls.
HubSpot
Membership Renewals
Renew more memberships with a 30-day WhatsApp cadence, value recap, one-tap renew, human handover, and win-back exit.
HubSpot
Stripe
KYC Onboarding
Complete KYC faster with WhatsApp document requests, missing-file nudges, verification branches, and manual review only for exceptions.
HubSpot
Authentication / OTP
Verify users faster with WhatsApp OTP, single-use codes, retry branching, fail-closed support, and audit logging.
HubSpot
Hospitality Feedback
Catch bad nights before they hit Google with WhatsApp NPS, promoter review CTAs, detractor recovery, and cohort tagging.
HubSpot
Lead Capture & Qualify
Qualify captured leads with WhatsApp questions, scoring, high-fit sales routing, and nurture for low-urgency contacts.
HubSpot
Contact Data Refresh
Refresh stale CRM records with WhatsApp confirmations, structured corrections, one reminder, and a clear freshness flag.
HubSpot
Abandoned Cart Recovery
Recover abandoned carts with WhatsApp reminders, purchase-status exits, support-first rescue, and controlled incentives.
HubSpot
Stripe
Event & Webinar Reminders
Increase event and webinar attendance with WhatsApp confirmations, timed reminders, attendance branching, replay follow-up, and HubSpot scoring.
HubSpot
Calendly
Trial-to-Paid SaaS
Convert SaaS trials with WhatsApp activation nudges, usage-based branching, support rescue, upgrade CTAs, and Stripe-paid exits.
HubSpot
Stripe
Customer Onboarding
Guide new customers to first value with milestone WhatsApp prompts, setup nudges, support rescue, and HubSpot onboarding status updates.
HubSpot
NPS / CSAT
Collect one-tap NPS or CSAT scores on WhatsApp, branch promoters, passives, and detractors, then route reviews or recovery in HubSpot.
HubSpot
Re-engagement
Wake dormant contacts with a WhatsApp preference prompt, branch interest, snooze, and opt-out paths, and clean HubSpot automatically.
HubSpot
Order & Shipping Updates
Reduce WISMO tickets with WhatsApp order confirmations, dispatch updates, delivery branches, delay recovery, and review prompts.
HubSpot
Stripe
Appointment Reminders
Cut no-shows with WhatsApp appointment confirmations, timed reminders, prep requests, self-serve reschedule, and attendance follow-up.
HubSpot
Calendly
Smart Review Triage
Route review requests intelligently with a WhatsApp temperature check, public review links for happy customers, and private recovery for unhappy ones.
HubSpot
Job Applicant Status
Improve candidate experience with WhatsApp application confirmations, stage updates, interview booking, offer or regret messages, and hiring outcome tracking.
HubSpot
Refer-a-Friend
Turn happy customers into tracked referrals with WhatsApp invites, unique links, friend signup checks, thank-you messages, and two-sided rewards.
HubSpot