AI & Workflow Automation Agency in India
Automate Your Sales Pipeline, Lead Routing, and Customer Follow-Ups.
Manual lead management loses deals. ConvertX builds smart AI workflows and webhook automations connecting your Meta Ads, WhatsApp Business API, CRM, and sales team into a cohesive, zero-latency revenue engine.
Why Typical Campaigns Fail vs. How ConvertX Scales.
✕ Where Manual Operations Fail
- •Leads sitting unattended in ad accounts for 4–12 hours before a salesperson calls.
- •Manual copy-pasting of customer data between Google Sheets, WhatsApp, and CRM.
- •Inconsistent follow-up schedules causing high-intent prospects to go cold.
- •Zero visibility into which ad creatives actually generate closed revenue.
The ConvertX Automation Blueprint
- Instant automated WhatsApp greeting and pre-qualification within 15 seconds.
- Real-time webhook routing pushing lead data directly to CRM, Slack, and sales phones.
- Automated multi-day drip sequences via WhatsApp and email that nurture cold leads.
- End-to-end attribution loops connecting closed CRM deals back to Meta CAPI.
What We Build & Deliver.
No vague promises. Here is the exact technical & marketing execution you receive.
Instant Lead Routing & Alerts
Connect incoming leads from Meta Ads, web forms, and WhatsApp directly to your sales team's mobile phones and Slack channels within seconds.
AI-Powered Qualification Chatbots
Deploy intelligent conversational agents that understand customer inquiries, check availability, and schedule meetings automatically.
Automated WhatsApp Nurture Drips
Keep prospects engaged with timed value broadcasts, case study drops, and payment reminders that maintain 90%+ open rates.
CRM Sync & Pipeline Automation
Keep HubSpot, Zoho, LeadSquared, Salesforce, and Google Sheets synchronized with zero manual data entry.
Offline Conversion Loop to Meta (CAPI)
Automatically send closed deal data from your CRM back to Meta's algorithm to train the AI on high-paying buyers, not just form fills.
Custom Dashboard & Reporting Bot
Receive automated daily performance summaries directly in your WhatsApp or Telegram channel every morning.
From Discovery To Scale.
Workflow & Tech Stack Audit
We analyze your current lead handling process, software tools, and identify operational bottlenecks.
Webhook & Bot Development
We configure API endpoints, write custom logic, and test conversational flows in staging.
CRM & Ad Account Sync
We connect the automation to your Meta Ad account, WhatsApp API, and sales database.
Stress Testing & Live Handoff
We test high-volume edge cases, verify error notifications, and train your team on pipeline management.
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