How to Use WhatsApp for Automating Biziverse CRM (Step-by-Step Guide)

Automating Biziverse CRM with WhatsApp is one of the smartest ways to improve your lead follow-ups, conversions, and customer experience. Biziverse is a powerful CRM, but when paired with WhatsApp automation, it becomes a fully hands-free system where every lead gets instant responses, reminders, and personalized follow-ups — without your team needing to lift a finger.

If you're using Biziverse actively for sales and customer management, integrating WhatsApp automation through Whatsboost can completely transform your workflow. This guide breaks down exactly how to automate Biziverse CRM using WhatsApp step-by-step, even if you’re not technical.

You’ll also learn the benefits, best practices, automation ideas, and FAQs.

Why Automate Biziverse CRM With WhatsApp?

Biziverse CRM is widely used for lead and order management, but one major limitation is manual follow-up. Most businesses struggle with:

• Delayed responses

• Missed leads

• Poor follow-up consistency

• Difficulty sending personalized reminders

• No way to run auto-sequences

WhatsApp solves all of these. It has a 98% open rate and far higher engagement than SMS or email. When connected with Biziverse, it enables:

• Automated lead responses

• Instant WhatsApp follow-up sequences

• Auto reminders for quotations, payments, meetings

• Lead nurturing without manual effort

• Broadcast and drip campaigns based on lead stage

Using a tool like Whatsboost makes this automation simple, scalable, and fully integrated with your Biziverse workflows.

How WhatsApp Automation Works With Biziverse CRM

Biziverse CRM doesn’t offer built-in WhatsApp automation on its own. But with Whatsboost’s WhatsApp automation engine, you can connect Biziverse easily and trigger WhatsApp actions whenever:

• A new lead is added

• A lead stage changes

• A quotation is created

• A deal moves to follow-up stage

• A customer requests support

• Payment is pending

• Appointment is booked

• Order is placed or shipped

This creates a smooth, automated communication pipeline without manual messaging.

Step-by-Step Guide: How to Use WhatsApp for Automating Biziverse CRM

Below is the simplest, cleanest way to set it up using Whatsboost.

1. Connect Biziverse CRM With Whatsboost Webhooks

Biziverse allows sending data using automation hooks. Whatsboost receives this data and converts it into WhatsApp actions.

You simply:

• Copy your Whatsboost webhook URL

• Paste it inside Biziverse’s automation or stage settings

• Map fields such as name, phone number, product, enquiry, deal value, etc.

Now Biziverse can communicate with Whatsboost instantly.

2. Create WhatsApp Automation Workflows in Whatsboost

Once Biziverse is connected, you can build automation flows such as:

• When a new lead is created → send a WhatsApp welcome message

• When a quotation is generated → send the quotation link on WhatsApp

• When follow-up is due → send an auto reminder

• When payment is pending → send a payment reminder sequence

• After 7 days of no response → trigger re-engagement messages

Whatsboost allows you to create:

• Delayed sequences

• Conditional flows

• Multi-step follow-ups

• Automated replies

• Lead nurturing journeys

Everything runs automatically once created.

3. Setup WhatsApp Follow-Up Sequences

One of the most powerful parts of automation is creating WhatsApp sequences for leads coming from Biziverse, such as:

Sequence Example:

• Instant Message: “Thanks for contacting us! We’re reviewing your details.”

• After 2 Hours: “Here are the details you requested…”

• After 24 Hours: “Just checking in — did you get a chance to see our quotation?”

• After 48 Hours: “We have limited-time pricing available. Want details?”

• After 72 Hours: “Final follow-up — shall we schedule a quick call?”

This increases conversions by 3x–5x.

4. Auto-Sync Lead Data for Personalized Messaging

Whatsboost allows automatic mapping of Biziverse fields so you can send personalized messages like:

• Customer name

• Product name

• Quotation amount

• Expected closing date

• CRM lead stage

• Assigned team member

Example:

“Hi Rahul, your quotation for Premium Packaging Box worth ₹12,500 is ready.”

This small personalization makes a major difference in reply rates.

5. Track Conversations and CRM Updates Automatically

Biziverse can also get updates from Whatsboost, allowing:

• Updating deal stages when customer replies

• Assigning agents when a lead becomes active

• Auto marking leads as hot/warm/cold

• Triggering new workflows based on WhatsApp behavior

Your CRM becomes truly dynamic with two-way automation.

Benefits of Using WhatsApp Automation for Biziverse CRM

A complete list of what you unlock:

1. Instant Lead Response

No more delays. Leads get WhatsApp messages instantly when added to Biziverse.

2. Higher Conversion Rates

Fast responses = more deals closed.

3. 100% Consistent Follow-Ups

Automation eliminates human error and forgetfulness.

4. Personalized Messaging

Biziverse fields inserted automatically.

5. Multi-Agent Team Inbox

Your sales team can reply together from a single WhatsApp number.

6. Auto Qualification

Ask questions automatically and update lead status.

7. Scheduled Sequences

Perfect for payment reminders, quotations, abandoned leads, etc.

8. Better Customer Experience

Customers prefer WhatsApp communication over calls or emails.

Smart Automation Flows You Can Run With Biziverse + Whatsboost

Here are some popular automation ideas:

Lead Management

• New lead welcome

• Auto qualification

• Lead nurturing journey

• Sales agent assignment

Quotation & Order Automation

• Quotation generation alert

• Approval follow-ups

• Payment reminders

• Order confirmation

• Shipping updates

Customer Service

• Auto ticket creation

• Chatbot replies

• FAQ automation

• Agent routing

Each of these can save hours of manual work daily.

Internal Mapping: How Whatsboost Helps You Automate Biziverse CRM

When users read this blog, they should discover how Whatsboost supports their CRM automation needs. You can internally link to:

Whatsboost Features:
https://www.whatsboost.in/

WhatsApp Automation Setup:
https://www.whatsboost.in/

These links guide users toward signup and understanding features.

Frequently Asked Questions (FAQs)

How do I automate Biziverse CRM using WhatsApp?

You can automate Biziverse CRM by connecting its automation hooks with Whatsboost, enabling WhatsApp triggers for leads, quotations, orders, and follow-ups.

Is WhatsApp automation for Biziverse CRM free?

WhatsApp automation requires API access and a service provider. Whatsboost offers affordable options for Biziverse automation.

Can I send WhatsApp sequences to Biziverse leads?

Yes. You can create drip-based WhatsApp sequences in Whatsboost that automatically follow up with Biziverse leads.

Can Biziverse CRM send WhatsApp payment reminders?

Yes. With Whatsboost automation, Biziverse can send payment reminders, quotations, and follow-ups instantly.

Can I integrate Biziverse with WhatsApp without coding?

Yes. Whatsboost provides a no-code automation system for Biziverse + WhatsApp integration.

Whatsboost Feature FAQs

What is Whatsboost?

Whatsboost is a WhatsApp automation platform that provides follow-up sequences, lead nurturing flows, CRM integrations, and multi-agent inbox support.

Does Whatsboost support Biziverse CRM?

Yes, Whatsboost integrates with Biziverse using webhooks and automations.

What kind of automations can Whatsboost do?

Some examples include instant responses, delayed sequences, agent assignment, customer support automation, and deal-stage triggers.

Can I use multiple agents with Whatsboost?

Yes, Whatsboost supports team inbox and multi-agent access.

Does Whatsboost support personalization?

Yes. You can map Biziverse fields to personalize every WhatsApp message.

Conclusion

Automating Biziverse CRM with WhatsApp is one of the fastest ways to increase sales productivity, improve follow-up consistency, and create a seamless customer experience. Instead of manually messaging hundreds of leads, Whatsboost lets you automate the entire process — from lead response to deal closure.

If your business relies heavily on Biziverse, WhatsApp automation will become your most powerful growth lever.

Whenever you're ready, explore how Whatsboost can automate your CRM workflows:
👉 Visit: https://www.whatsboost.in