WhatsApp Automation

WhatsApp Business Platform Automation for Sales, Support and Operations

Connect official WhatsApp messaging with forms, CRM workflows, e-commerce events, support teams and the business applications that run your operation.

Connected Business Messaging

Move from isolated chats to governed business workflows.

DATA OVEN implements the WhatsApp Business Platform around real sales, service and operational processes. A message can collect structured details, update a CRM, create an AppSheet record, request a document, alert a team or return an approved status update.

Discuss WhatsApp automation Explore workflow integrations

Customer message or business event

Template, form or routing logic

API and webhook automation

CRM, AppSheet or operations team

Capabilities

One WhatsApp Business API layer across customer and operational work.

The implementation can begin with a focused notification workflow or extend into guided journeys, campaigns, shared support and connected business applications.

WhatsApp Business Platform setup

Establish the official business messaging foundation and connect it to the systems that own customer and operational data.

WABA onboarding and configuration
Phone number and business setup guidance
Message templates
API and webhook integration
CRM, AppSheet, Google Sheets, Apps Script and external API connections

WhatsApp Forms and guided workflows

Turn conversations into structured journeys that collect the right information and move it into the right business system.

Lead capture and customer registration
Appointment booking and product enquiries
Feedback, review and service-request forms
Document collection
Multi-step WhatsApp journeys
Data sent automatically to CRM, Sheets or business applications

E-commerce WhatsApp automation

Keep buyers informed from enquiry to delivery while giving support teams the context required to resolve exceptions.

Product and catalogue enquiries
Order and COD confirmations
Payment reminders
Shipping, delivery and order-status updates
Customer support workflows
Repeat-purchase follow-ups

CRM and operational automation

Trigger timely messages from real events in sales, inventory, finance, property and service operations.

New-lead alerts and lead assignment
Status-change and follow-up reminders
Task and approval alerts
Inventory and property-management notifications
Invoice, renewal and expiry reminders
Daily and scheduled operational reports

Opt-in WhatsApp campaigns

Run controlled, consent-based communication using approved templates and auditable recipient data.

Personalised template messages
CRM, CSV or Google Sheets recipient lists
Audience segmentation
Scheduled delivery
Delivery and failure tracking
Consent and opt-out management

Shared inbox and support workflows

Coordinate automated handling and human service without losing ownership or conversation context.

Multi-agent handling and department routing
Automated replies
Human handover
Conversation history
Support ticket creation
Reporting and response tracking

Operational fit

Use WhatsApp where people already respond, without making it the system of record.

WhatsApp can be the conversational entry point. The CRM, AppSheet application, database or commerce platform should still hold structured records, ownership and reporting.

Sales and CRM

Qualify enquiries, assign owners, send follow-ups and record status movement.

Retail and e-commerce

Confirm orders, collect COD decisions, send delivery updates and support repeat purchases.

Property management

Coordinate tenant requests, inspections, renewals, payment reminders and owner updates.

Field and service teams

Create service requests, collect documents, route work and notify customers when status changes.

Inventory and manufacturing

Share stock, dispatch, exception and approval alerts from operational applications.

Finance and administration

Send invoice, payment, renewal and expiry reminders from verified business records.

Consent and platform governance

Opt-in communication, approved templates and visible opt-out controls.

DATA OVEN designs WhatsApp automation around recipient consent, appropriate message templates, delivery tracking, data minimisation and human escalation. We do not offer unrestricted message blasting, and we do not guarantee WABA verification, account approval, message-template approval, messaging limits or an official business badge.

DATA OVEN is an independent technology services company. It is not Meta or WhatsApp and does not claim affiliation with either company.

Connected systems

Designed to work with the rest of your operating stack.

Choose the system that owns the record, then connect WhatsApp for collection, notification, support and action.

Questions

Plan the workflow before choosing the message.

Account ownership, consent, templates, integration responsibilities, handover rules and reporting should be clear before production messaging begins.

The WhatsApp Business Platform is Meta's business messaging infrastructure for approved business use cases. It supports APIs, webhooks, message templates and integrations that can connect WhatsApp conversations with business systems. It is different from relying only on the consumer WhatsApp or WhatsApp Business mobile apps.

WhatsApp Business Platform

Connect the conversation to the work that follows it.

Start a WhatsApp automation brief