Workflow Automation Engine — When a Lead Arrives, 12 Things Happen Automatically
Manual handoffs break.
Someone forgets to notify the pricing team. The follow-up doesn't happen. The lead goes cold. Every missed handoff is revenue you worked for and then lost.
A Real Workflow
What happens when a new WhatsApp RFQ comes in
What You Can Automate
Six core automation categories
Lead routing
Assign to the right team member based on source, location, or product
SLA enforcement
Auto-alert if a lead isn't touched within your set timeframe
Team notifications
WhatsApp + email alerts to relevant stakeholders instantly
Follow-up sequences
Scheduled messages that stop when the customer replies
CRM status updates
Auto-move leads through pipeline stages
Weekly summary reports
Automated founder digest every Monday morning
Works with your tools
Workflows read from and write to the systems your team already uses. Feasibility of every connection is confirmed in writing before you pay.
Built into every system
Run on Orbixel's own stack, no extra subscription.
- WhatsApp Business API (official)
- AI voice calling
- Orbixel AI CRM
- Website forms
- Email alerts (Gmail, Outlook)
- Founder dashboard
Lead sources
Every enquiry lands in one pipeline with its source attached.
- Meta lead forms
- Google Ads lead forms
- Google Business Profile
- 99acres
- MagicBricks
- Housing.com
Business tools
Read from or write to the tools your team already uses.
- Google Calendar
- Google Sheets
- Razorpay
- Shopify
- WooCommerce
Your existing CRM or software
Connected through its API, webhooks or exports, or migrated into the AI CRM.
- Zoho CRM
- HubSpot
- Clinic, hotel or ERP software with an API or export
Portal and third-party connections depend on what each tool allows (API, webhook, lead feed or export). We confirm feasibility in writing before you pay, and tell you up front if something can't be connected. Names are trademarks of their owners; no partnership implied.
Where people stay in the loop
Judgement calls go to a person
Discounts, complaints and anything medical, legal or financial are handed to your team with the full conversation.
Exceptions are designed in
Every blueprint lists what happens when data is missing, a customer replies off-script or a tool is down.
Platform rules apply
Business-initiated WhatsApp messages outside Meta's 24-hour window need Meta-approved templates, which we draft with you.
"When a real estate lead comes in from 99acres after 6pm on Friday, assign to the Saturday queue, send a holding message to the buyer, and WhatsApp the broker: 'New hot lead — follow up by 10am Saturday.'"
Nothing silently fails
Every workflow action is logged with timestamp and status. If a WhatsApp message fails to send, the system retries 3 times and alerts you.
Pricing
One-time setup of the AI Automation & CRM System, which includes unlimited custom workflows. Monthly platform fee ₹3,000–₹8,000 by volume; 2-week pilot ₹15,000, credited if you continue.
Frequently Asked Questions
As complex as your business requires. We've built workflows with 40+ steps including conditional branches, time delays, and multi-channel actions. If you can describe the logic, we can build it.
Yes. Tell us what changed in your process and we update the workflow. Changes are tested before they go live.
Every action is logged with timestamp and status. If a WhatsApp message fails, the system retries 3 times and alerts you. Nothing silently fails.
It doesn't replace judgement calls: pricing exceptions, complaints and medical, legal or financial advice are routed to a person. Connections to third-party software depend on what that tool allows (API, webhook or export). Business-initiated WhatsApp messages outside Meta's 24-hour service window must use templates that Meta approves.
Simple workflows (5–10 steps) go live in 2–3 days. Complex multi-branch workflows take 5–7 days. We prototype first and get your approval before going live.
Build yours
You describe the workflow. We build it.
Tell us your current process — however messy — and we'll show you the automated version.