Triggers
Start a flow from customer messages, tags, statuses, or business events.
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WhatsApp flow builder for sales, support and customer journeys
Visual WhatsApp Automation Flows for Follow-Ups, Routing and Customer Journeys
Design automated WhatsApp CRM workflows for follow-ups, reminders, routing, approved template messages, customer nurturing, and support handoffs without repetitive manual work.
Visual BuilderIf/Else BranchingApproved TemplatesRun HistoryTeam Routing
Visual Flow Builder
Build Flows by Connecting Triggers, Conditions and Actions
Create customer journeys visually by connecting blocks on a canvas. A business can decide what starts a flow, when it should branch, and which customer action should happen next.
Conditions
Branch customer journeys with if/else logic based on tags, fields, or behavior.
Actions
Send messages, assign conversations, update contacts, create deals, and call webhooks.
Wait steps
Delay follow-ups and reminders so teams can build realistic customer journeys.
Automate customer conversations
Follow-Ups, Reminders, Routing and Lead Nurturing in One Workflow
Flows help teams reduce repeated manual work while keeping every customer journey connected to contacts, conversations, templates, and CRM history.
Follow up with new leads after a customer asks for details.
Remind customers about appointments, bookings, renewals, or next steps.
Route support requests to the right team or agent.
Nurture prospects based on tags, stages, and conversation status.
Send approved WhatsApp templates inside repeatable customer journeys.
Create or update deals when a customer reaches a sales-ready stage.
Notify external tools with webhook actions when a workflow reaches a milestone.
Pause, review, and improve flows using run history and outcomes.
WhatsApp Template Integration
Create Templates, Submit to Meta and Use Approved Messages in Flows
Teams can create WhatsApp message templates inside the CRM, submit them to Meta/Facebook for approval, sync approved templates back into the workspace, and connect those templates to flow actions.
Create templates inside CRM
Submit to Meta/Facebook for approval
Sync approved templates back
Use approved templates in flows
Smart conditions and branching
Segment Customers and Route Journeys Based on What They Do
Branch flows with clear if/else style logic, then route customers by behavior, tags, contact data, support status, or sales pipeline stage.
Choose a trigger
Start with a customer message, tag, contact update, status change, or another workspace event.
Add conditions
Split journeys by customer type, tag, response, pipeline stage, or support status.
Connect actions
Send approved templates, wait, assign work, create deals, update records, or send a webhook.
Monitor every run
See what happened, where a journey paused, and which steps should be improved.
Flow Runs / History
Monitor What Happened and Improve Automation Over Time
Flow history helps teams understand which steps completed, which actions paused, where a journey failed, and how customer follow-ups can be improved.
Successful steps
Waiting branches
Failed actions
Customer journey timeline
Business use cases
General-Purpose Automation for Many Business Types
Flows are not built for one industry. They help any business turn repeated WhatsApp customer steps into consistent, trackable workflows.
Agencies
Ecommerce teams
Clinics
Local services
Real estate teams
Education and course providers
Support teams
Sales teams
FAQ
Flows FAQ
What is a WhatsApp automation flow?
A WhatsApp automation flow is a visual CRM workflow that connects triggers, conditions, waits, messages, approved templates, assignments, contact updates, deals, and webhooks into a repeatable customer journey.
Can I build WhatsApp customer journeys without coding?
Yes. Talk Wagon provides a visual WhatsApp flow builder so teams can connect workflow steps and manage customer journeys without writing code.
Can WhatsApp automation Flows send approved templates?
Yes. Approved WhatsApp templates can be connected to Flow actions for structured follow-ups, reminders, and business messages.
Can I submit WhatsApp templates to Meta from the CRM?
Yes. The CRM supports creating WhatsApp templates, submitting them to Meta/Facebook for approval, and syncing approved templates back into the workspace.
Can WhatsApp Flows route conversations to team members?
Yes. Flows can help route conversations, assign work, update contact data, and support sales or support handoff workflows based on workspace permissions.
Can Flows automate WhatsApp follow-ups and reminders?
Yes. Teams can combine message actions, approved templates, wait steps, conditions, and assignments to automate follow-ups, reminders, nurturing, and support handoffs.
Can I monitor WhatsApp Flow runs and failures?
Yes. Flow run history shows completed, waiting, and failed steps so teams can understand what happened and improve their customer journeys.
Are Flows only for one type of business?
No. Flows are general-purpose and can support agencies, ecommerce stores, clinics, local service businesses, course providers, real estate teams, sales teams, and support teams.
Visual automation for customer journeys
Ready to Build WhatsApp Flows for Your Team?
Design follow-ups, reminders, routing, approved templates, and customer journeys from one secure Talk Wagon CRM workspace.