Webinars

How to Use WhatsApp to Automate and Drive Business Results [Webinar recording]

3 minutes
June 24, 2025

In an increasingly fast-paced digital world, businesses are under pressure to respond to customer needs instantly and meaningfully. This week’s webinar, “How to Use WhatsApp to Automate and Drive Business Results,” delivered by Bianca Coscia, Marketing Manager at SendPulse, unpacked how WhatsApp is becoming a pivotal platform in achieving just that.

If you missed the session or just want a deeper look at what was covered, here’s a comprehensive recap of the key insights, strategic guidance, and practical takeaways that can help you turn WhatsApp into a powerhouse for engagement, sales, and long-term customer relationships.

💬 Why WhatsApp is a Strategic Channel for Communication and Sales

WhatsApp isn’t just the app people use to chat with friends and family anymore. Bianca opened the session by outlining the evolution of WhatsApp into a business communication channel, and why it deserves a front-row seat in your marketing and sales strategy.

  • Global Reach: With over 2 billion monthly active users across 180+ countries, WhatsApp is already where your customers are.
  • Engagement Powerhouse: WhatsApp messages boast open rates as high as 98%, significantly outperforming email and SMS.
  • Customer Expectation: Consumers now expect instant, personalized, and conversational communication—and WhatsApp delivers just that.

For businesses, WhatsApp combines the familiarity of messaging with the versatility of automation, making it ideal for delivering customer service, order updates, appointment reminders, and even product promotions in a way that feels personal.

🤖 Building Genuine Connections Through Smart Automation

A central theme of Bianca’s talk was humanizing automation. The old-school idea that automation equals robotic communication no longer applies—if you do it right.

Bianca highlighted how smart automation enables businesses to:

  • Initiate conversations based on specific triggers (like form submissions or abandoned carts)
  • Respond instantly to FAQs using predefined answers
  • Route complex inquiries to live agents when needed

The magic, she noted, lies in building systems that mimic natural conversation patterns. Automations should feel helpful and human, not like you’re talking to a machine. With the right approach, even automated responses can build trust, loyalty, and engagement.

🔄 Crafting Coherent and Personalized Conversation Flows

Another important insight was around designing effective conversation flows—structured yet flexible message sequences that guide users through specific interactions, like onboarding, purchases, or support queries.

Bianca shared tips for creating flows that work:

  • Start with user intent: What is the person trying to do? Your flow should make achieving that goal intuitive.
  • Use variables and user data to personalize messages (e.g., “Hi Sarah, your order is on the way!”)
  • Keep flows modular so they can adapt based on responses

By personalizing these flows, businesses create a customer experience that is consistent, scalable, and above all, relevantto each individual user.

📈 Scaling Without Sacrificing the Human Touch

Scaling communication is one of the biggest challenges for growing businesses. More customers means more interactions—often too many for a human team to manage manually.

Bianca emphasized how WhatsApp automation helps scale without losing the human element:

  • Automate repetitive and predictable interactions
  • Escalate sensitive or complex conversations to live agents
  • Use tone and language that reflects your brand voice, even in automated messages

Bianca shared a compelling case study of a mid-sized eCommerce brand using SendPulse to automate over 70% of its customer service conversations, freeing up live agents to focus on issues that truly need a human touch—all while keeping customer satisfaction scores high.

🔗 Integrating WhatsApp with Your Broader Marketing Ecosystem

Perhaps the most strategic takeaway was that WhatsApp is most powerful when integrated with your broader marketing and CRM stack.

Bianca showcased how WhatsApp can:

  • Work alongside email campaigns to nurture leads
  • Reactivate dormant customers with time-sensitive offers
  • Deliver personalized product recommendations using CRM data
  • Integrate with sales tools to drive deals forward in real-time

To keep those deal-focused conversations moving, a WhatsApp chatbot for sales can qualify leads, answer repeat questions, and trigger follow-ups automatically before a rep steps in.

When connected with platforms like SendPulse, WhatsApp becomes a fully synchronized channel within a multichannel marketing strategy—allowing for rich automation, advanced segmentation, and seamless follow-up across touchpoints.

🧠 Final Thoughts: WhatsApp as a Growth Engine

This webinar wasn’t just about the “how” of WhatsApp automation—it was about the why. Bianca made a powerful case that WhatsApp is not a temporary trend or a secondary support channel—it’s quickly becoming a primary communication hub for leading digital businesses.

Key takeaways:

  • WhatsApp is where your customers already are—make it work for you.
  • Automation can drive efficiency and scale—but only when rooted in empathy and relevance.
  • Conversation flows, when done right, convert better than broadcast marketing.
  • Integration is critical—WhatsApp should work with, not outside of, your core strategy.
Olena Prokhoda

Event marketing manager at SendPulse

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