New-lead follow-up
Continue the conversation when a contact needs more information or stops responding.
Event-driven customer journeys
WhatsApp marketing automation connected to campaigns, CRM, and customer events
Create automated journeys triggered by conversations, campaign data, CRM updates, abandoned carts, orders, appointments, and other events—from first contact through post-sale.
Campaign and CRM triggers
Abandoned cart recovery
Lead follow-up and reactivation
APIs and webhooks
Automate the right moment
Use customer context to decide when the next WhatsApp action should happen
Hootspy combines conversation data, campaign source, CRM stages, and available external events so teams can automate relevant actions instead of relying only on isolated lists and one-off sends.
Abandoned cart recovery
Start a contextual recovery journey when a customer creates a cart but does not complete payment.
Order and payment updates
Confirm purchases, share compatible updates, and start post-sale actions after order changes.
Qualified-lead journeys
Advance the workflow when an AI agent or team member identifies a commercial opportunity.
Appointment automation
Send compatible confirmations, reminders, preparation details, and follow-up around scheduled meetings.
CRM and inactivity triggers
Use stages, owners, tags, fields, elapsed time, or inactivity to trigger the next action.
Keep source, behavior, CRM context, and outcomes connected
Campaign attribution and CRM data can help create more relevant segments and messages throughout the journey. Available integrations, APIs, and webhooks can bring events from ecommerce, checkout, scheduling, CRM, or internal systems into Hootspy.
Campaign, ad, creative, and offer source when available
Pipeline stage, owner, tags, and custom fields
Conversation, qualification, and configured conversion events
Segments for campaigns and automated follow-up
External events through available integrations, APIs, and webhooks
How automation works in Hootspy
01
An event is received
A conversation action, CRM change, or connected-platform event updates the contact.
02
A rule identifies the audience
Hootspy evaluates source, stage, tags, fields, timing, and conditions defined in the workflow.
03
The action runs
The contact receives the appropriate WhatsApp communication or moves to an AI or team step.
04
The outcome continues the journey
Replies, CRM changes, and new events can trigger the next actions and reporting.
WhatsApp marketing automation questions
What can trigger a WhatsApp automation?
Triggers can include conversation activity, campaign source, CRM changes, tags, fields, elapsed time, inactivity, and events from available integrations, APIs, or webhooks.
Can Hootspy recover abandoned carts?
Yes, when the cart or checkout event is available to Hootspy through a supported integration, API, or webhook. The exact integration availability should be confirmed with the Hootspy team.
Can AI participate in an automated journey?
Yes. An AI agent can answer questions, collect information, qualify a contact, update CRM context, and transfer the conversation to a person when needed.
Does automation use the Official WhatsApp API?
WhatsApp messages can be sent through the Official WhatsApp Business Platform and must follow the relevant template, consent, service-window, and policy requirements.
Automate WhatsApp journeys with data and context
See how campaigns, CRM updates, AI, and business events can create more relevant follow-up for leads and customers.