WhatsApp automation for business: chatbots, CRM integration and updates

Your customers are already on WhatsApp. We build automation on the official WhatsApp Business Platform that answers enquiries, captures leads into your CRM and sends updates, with your team stepping in when needed.

  • Free strategy call
  • Custom quotation, never a fixed package
whatsapp/webhook.ts
1// Every WhatsApp enquiry becomes a lead2export async function onMessage(msg) {3  const contact = await crm.upsertContact(msg.from);4  const reply = await assistant.answer(msg.text, contact);5  if (reply.needsHuman) return assignToAgent(contact, msg);6  await whatsapp.send(msg.from, reply.text);7  await crm.logActivity(contact, msg, reply);8}
  • Official Business Platform
  • CRM sync
  • Human hand-off
  • Approved templates

Worked with

Problems we solve

Is your business drowning in WhatsApp messages?

For many Indian businesses, WhatsApp is the main sales and support channel. Run from personal phones, it quickly becomes chaos.

  1. 01

    Messages on personal phones

    Enquiries sit on staff phones, and leave with them when they change jobs.

  2. 02

    Slow replies

    Customers wait hours for answers to simple questions about price, stock or status.

  3. 03

    Leads never reach the CRM

    WhatsApp enquiries aren't recorded, assigned or followed up.

  4. 04

    Updates sent by hand

    Order confirmations, reminders and dues are typed and sent one by one.

Our solution

WhatsApp as a proper business channel, connected to your systems

We move your WhatsApp onto the official Business Platform, automate the repetitive parts, and connect it to your CRM and operations.

  • Official and compliant

    Built on the WhatsApp Business Platform with approved message templates and opt-in, so your number stays in good standing.

  • Automated where it helps

    Instant answers, lead capture and updates automated; complex conversations handed to your team with context.

  • Connected to your data

    Conversations, leads and orders synced with your CRM, ERP or booking system.

WhatsApp automation services

What we build

WhatsApp automation for sales, support and operations.

01

WhatsApp chatbots

Chatbots that answer common questions, show menus, collect details and route conversations, with AI answers from your approved content where useful.

  • Instant answers
  • Menus and quick replies
  • AI answers from your content
  • Multi-language
  • Business-hours rules
  • Hand-off to a person
02

Lead capture and CRM integration

Every WhatsApp enquiry becomes a CRM lead with its source, assigned to the right person and followed up automatically.

  • Lead capture
  • CRM sync
  • Auto-assignment
  • Follow-up reminders
  • Conversation history
  • Source tracking
03

Notifications and reminders

Order confirmations, dispatch updates, appointment reminders, payment links and dues reminders sent with approved templates.

  • Order and dispatch updates
  • Appointment reminders
  • Payment links
  • Dues reminders
  • Approved templates
  • Opt-in management
04

Shared team inbox

One WhatsApp number used by your whole team through a shared inbox, with assignment, notes and history, instead of personal phones.

  • Shared inbox
  • Assignment
  • Internal notes
  • Conversation history
  • Role-based access
  • Performance reports
05

Orders and bookings on WhatsApp

Customers browse, order or book through guided WhatsApp flows, connected to your catalogue, stock and calendar.

  • Catalogue browsing
  • Guided ordering
  • Booking flows
  • Stock checks
  • Calendar sync
  • Payment links
06

Set-up and migration

Business verification guidance, number set-up on the WhatsApp Business Platform, template approval and migration from the WhatsApp Business app.

  • Platform set-up
  • Number migration
  • Template approval
  • Opt-in flows
  • Compliance guidance
  • Team training

What you get

What WhatsApp automation changes

Faster replies, fewer lost leads and less manual messaging.

  • Instant replies

    Common questions answered any time.

  • No lost leads

    Every enquiry recorded and assigned.

  • One business number

    The team works from a shared inbox.

  • Automatic updates

    Confirmations and reminders sent for you.

  • Compliant

    Approved templates and opt-in.

  • Clear reporting

    See volumes, response times and outcomes.

Why us

Why businesses choose Zero One Creation

  • Built, not just configured

    Custom flows and integrations, not only a third-party dashboard.

  • CRM and ERP experience

    We build the systems WhatsApp connects to.

  • AI where it helps

    AI answers grounded in your content, with human hand-off.

  • Clear written scope

    A proposal with scope and a customised quotation.

Tell us what your team does on WhatsApp every day, and we'll show you what to automate first.

A free strategy call, then a written proposal with a customised quotation.

Our approach

How we set up WhatsApp automation

Open each step to see what it covers.

  1. 01.Conversation audit

    What customers ask, who answers and what happens after.

  2. 02.Flow design

    Automated flows, templates and hand-off rules agreed in writing.

  3. 03.Platform set-up

    Business Platform set-up, number migration and template approvals.

  4. 04.Integration

    CRM, ERP, booking or payment connections.

  5. 05.Pilot

    A limited launch, then refinements based on real conversations.

  6. 06.Support

    Monitoring, new flows and template updates.

Common situations

Where businesses usually start

Most WhatsApp automation projects begin with one of these situations.

  • One phone, many staff

    What you notice
    The business number lives on one phone that staff pass around, and nobody knows who replied to whom.
    How we fix it
    A shared inbox on the WhatsApp Business Platform with assignment, notes and history.
  • The same questions all day

    What you notice
    Staff answer timings, location, prices and order status again and again.
    How we fix it
    A chatbot that answers common questions instantly and hands over the rest.
  • Leads go cold

    What you notice
    Enquiries from ads and the website arrive on WhatsApp but aren't followed up in time.
    How we fix it
    Every enquiry captured as a CRM lead, assigned and followed up with reminders.
  • Reminders sent one by one

    What you notice
    Payment, appointment and renewal reminders are typed manually each day.
    How we fix it
    Approved template messages sent automatically from your CRM, ERP or booking system.

Options

WhatsApp Business app, a chatbot tool or custom automation?

How the main options compare.

WhatsApp Business app, a chatbot tool or custom automation?
CriteriaCustom automationChatbot builder toolsWhatsApp Business app
Team useShared inbox and rolesUsually includedLimited devices
Integration with your systemsBuilt for your CRM or ERPCommon connectorsNone
AutomationCustom flows and AITemplate-based flowsBasic quick replies
Running costBuild plus WhatsApp usageSubscription plus usageFree app
Best forWhatsApp at the heart of sales and supportStandard use casesVery small businesses

WhatsApp Business Platform conversations have usage charges set by Meta, separate from development.

Use cases

WhatsApp automation across industries

Common WhatsApp automations we design for.

  • Education

    Admission enquiries, fee reminders and class updates.

    See the work
  • Manufacturing and distribution

    Dealer orders, dispatch updates and dues.

    See the work
  • Real estate

    Property enquiries and site-visit booking.

    See the work
  • Clinics and services

    Appointment booking and reminders.

  • E-commerce

    Order confirmations, delivery updates and support.

    See the work
  • Agencies

    Client approvals and updates.

    See the work

How we work together

Three ways to work with us

Every engagement starts with a written proposal and a customised quotation.

  • Set-up and core flows

    Platform set-up, shared inbox and the first automated flows.

    Best for: Businesses moving off the app

  • WhatsApp plus CRM

    Automation connected to a CRM we build or your existing one.

    Best for: Sales-led businesses

  • Ongoing improvements

    New flows, templates and AI answers each month.

    Best for: High-volume WhatsApp teams

Guide

WhatsApp automation for business: a practical guide

WhatsApp Business app vs WhatsApp Business Platform

The WhatsApp Business app is free and works on a phone, which suits very small businesses. The WhatsApp Business Platform (API) is for businesses that need automation, a shared team inbox and integration with their systems.

The Platform has usage-based charges set by Meta and requires approved templates for messages you start.

What to automate first

Start with the questions you answer most often and the updates you send most often: price and availability questions, order confirmations, appointment reminders and payment reminders.

Keep a clear path to a person for anything complex.

Templates, opt-in and staying compliant

Messages your business starts must use pre-approved templates, and customers should opt in to receive them. Respect opt-outs and avoid promotional spam, or your number's quality rating can fall.

Good automation is helpful, timely and expected.

Connecting WhatsApp to your CRM

When WhatsApp conversations create and update CRM records, every enquiry is tracked, assigned and followed up, and you can see which campaigns bring real business.

Integration also lets automated replies use real data, such as order status.

Chatbot or shared inbox: what most businesses need

A chatbot answers predictable questions instantly: timings, prices you choose to share, order status, location and simple bookings. A shared inbox lets several team members handle conversations from one business number, with assignment and history.

Most businesses need both. The chatbot handles the first response and collects details, and a person takes over for anything that needs judgement. The hand-off should pass the conversation history, so customers never have to repeat themselves.

Designing conversation flows that customers finish

Good flows are short. Ask only what you need, offer quick-reply buttons instead of free text where possible, and confirm what will happen next. Every flow should have a clear way to reach a person.

Test flows with real customer messages before launch. Common questions are often phrased in ways you didn't expect, including in Hinglish or regional languages, and flows should handle them gracefully.

Using AI in WhatsApp conversations

AI can answer questions in natural language using your approved content, such as product information, policies and FAQs. It works best when its answers are grounded in that content and it knows when to hand over to your team.

Avoid letting AI make commitments it shouldn't, such as discounts, delivery promises or medical and legal advice. Review conversations regularly and improve the content it draws on.

Measuring whether automation is working

Track the number of conversations, how many were resolved automatically, how many were handed to the team, response times, and how many enquiries became leads or orders. Your CRM ties WhatsApp conversations to real outcomes.

Review the questions the chatbot couldn't answer each month. They show which flows or content to add next.

Protecting customer data

WhatsApp conversations often include names, phone numbers, addresses and order details. Limit who can see them, keep them in systems with proper access control, and don't copy them into spreadsheets or personal phones.

Follow your privacy policy and India's data protection rules, and keep a record of customer opt-ins for business-initiated messages.

WhatsApp automation for different teams

Sales teams use WhatsApp automation to capture and qualify leads, share brochures and book meetings. Support teams use it to answer common questions and track issues. Operations and accounts teams use it for order updates, dispatch notifications and payment reminders.

Starting with one team and one goal keeps the project focused, and the same Platform set-up can serve other teams later.

Connecting ads to WhatsApp

Click-to-WhatsApp ads send interested people straight into a conversation. Automation can greet them, ask a few qualifying questions and create a CRM lead tagged with the campaign, so you can see which ads bring real enquiries.

Respond quickly: people who click an ad expect an immediate reply, which is exactly where automation helps most.

What affects the cost of WhatsApp automation

Costs depend on the number of flows, AI answers, integrations, shared inbox needs and support, plus WhatsApp usage charges set by Meta.

We don't publish fixed prices or packages. After a strategy call, we send a written proposal with a customised quotation.

Before you talk to us

Frequently asked questions

What is WhatsApp automation?

Using the WhatsApp Business Platform to answer messages, capture leads and send updates automatically, connected to your business systems.

Is WhatsApp automation allowed?

Yes, on the official WhatsApp Business Platform, with approved templates for business-initiated messages and customer opt-in.

Can WhatsApp connect to our CRM?

Yes. Conversations and leads can be created and updated in your CRM automatically.

Can multiple team members use one WhatsApp number?

Yes, through a shared inbox with assignment and history.

Can the chatbot use AI?

Yes. AI answers can be grounded in your approved content, with hand-off to your team when needed.

Can we keep our existing number?

Usually yes. A number used on the WhatsApp Business app can be migrated to the Business Platform.

Are there WhatsApp charges?

Yes. The WhatsApp Business Platform has usage-based charges set by Meta, separate from development.

Do you set up the WhatsApp Business Platform for us?

Yes. We guide business verification, set up your number on the Platform, create message templates and submit them for approval.

Can the chatbot reply in Hindi?

Yes. Flows and templates can be in Hindi, English or other languages your customers use.

Will automation replace our sales team?

No. It handles repetitive questions and updates, so your team spends time on conversations that need them.

Can we send promotional messages?

Yes, to customers who have opted in, using approved templates. Sending too many or irrelevant messages can lower your number's quality rating, so we plan these carefully.

Can WhatsApp orders go into our ERP?

Yes, where your ERP supports integration. Orders captured on WhatsApp can be created in your ERP or order system automatically.

Can WhatsApp ads leads go straight into our CRM?

Yes. Leads from click-to-WhatsApp ads can be captured in your CRM with the campaign recorded.

How much does WhatsApp automation cost?

It depends on flows, AI, integrations and support, plus Meta's usage charges. We do not publish fixed prices; share your needs for a customised quotation.

Contact us

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