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Alper Tayfur

Automate Website Lead Research, CRM Updates, and WhatsApp Alerts

I created a website lead workflow that researches each company, scores the opportunity, updates my CRM, drafts a personalized reply, and notifies me on WhatsApp. I had previously built similar workflows with Claude Code, but connecting external applications was often the hardest part. I had to manage OAuth setup, credentials, APIs, and different integration requirements for every app. I also found it difficult to monitor and control completed automations from WhatsApp without building additional infrastructure. To solve this, I created Awish, a tool focused on AI-powered automation. Instead of manually designing every workflow, I describe the result I want in chat. Awish’s agents understand the request, plan the automation in the background, determine which applications and steps are required, and prepare the complete workflow for me. When a new lead submits my website form, the workflow researches the company, evaluates the lead against my criteria, assigns a score, and adds the contact and research results to my CRM. It then drafts a personalized response based on the lead’s company and needs before sending me a WhatsApp notification for review. The application connections are handled through a simple sign-in flow. I connect my personal accounts with a click instead of manually working with OAuth code, API keys, or custom authentication logic. Once the workflow is active, I can monitor it, receive updates, and manage its actions directly from WhatsApp without opening the Awish application. Step-by-step: 1. I open the Awish chat and describe the workflow I want: when someone submits my website form, research the company, score the lead, add it to my CRM, draft a personalized response, and notify me on WhatsApp. 2. Awish’s agents analyze the request and create the application and automation plan on my behalf, including the trigger, research steps, lead-scoring logic, CRM fields, response draft, and notification. 3. I review the proposed plan and sign in to the required applications with my personal accounts to connect them to the workflow. 4. Awish builds the automation so each new website submission triggers company research and collects the information needed to evaluate the opportunity. 5. The workflow scores the lead, creates or updates the CRM record, and stores the contact details, company research, and lead score in the appropriate fields. 6. It drafts a personalized response using the information submitted by the lead and the additional company research. 7. I connect WhatsApp from the Awish chat, and the workflow sends me the lead details, score, CRM update, and response draft there. 8. I review and manage the automation directly from WhatsApp without needing to open Awish or build a separate messaging integration. The result is a lead-management workflow I can create through a conversation, connect to my existing applications without manually implementing OAuth, and control from WhatsApp while the agents handle the planning and execution in the background.

Industry
#aiagents#crm#leadgeneration#salesautomation#whatsappautomation

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