- Go to the CRM and create a custom field named “lead stage.”
- In the Automations Builder, create a workflow triggered by the update of the “lead stage” custom field.
- Capture the incoming webhook data by updating the “lead stage” custom field in the CRM.
- Add a basic router to create different branches for hot and cold leads based on the updated value of the “lead stage” custom field.
- Send WhatsApp template messages with personalized variables and buttons for each branch.
- Add delays between messages to create a drip campaign.
- Save and enable the workflow to start the drip campaign.
- You can create multiple drip campaign automation flows for different custom fields or triggers in the CRM.