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How to Use WhatsApp in the Marketing Funnel: The Spoki Case

1 October 2021
Updated on 16 February 2026
3 min read
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  • WhatsApp in the Marketing Funnel: A Concrete Case
  • Do you want to integrate WhatsApp Marketing into your business?

In marketing strategies, very often, we use emails to send valuable content to our audience. Promotional, informative, educational content that has the objective of improving the consideration of the product/company and pushing the recipient to a conversion. In this article we will see how to predict the sending of a WhatsApp message in the marketing funnel.

Emails play a very significant role in the strategy, yet only 20% of recipients open them. This figure, 20%, tells us that it is no longer possible to use only email as a means of communication with our customers for successful communication.

WhatsApp in the Marketing Funnel: A Concrete Case

Il case study Objective: lead increase Marketing Automation Tool

Utilizzato: Active Campaign

We created a lead campaign on Facebook and connected the contact form to Active Campaign with Zapier. With each new form submission, user data is sent to Active Campaign and placed in a specific phase of the designated pipeline.

Each stage of the pipeline corresponds to a moment in the user’s Customer Journey.

To give the right priority to requests and distinguish the most interested users, we have created a Calendly to allow users to schedule a free introductory call with our account manager.

We have thus built an automation on AC that, for each new form submission, sends a WhatsApp message to the user. The WA message informs the person concerned that the form has been completed, about the introductory email, and adds a chat button through which to schedule the call.

WhatsApp marketing

The inclusion of the WhatsApp message and related “Book a call” button led to a 30% increase in new bookings on Calendly.

The reason is simple: emails do not always arrive instantly, the recipient may not have the mailbox on their device or the email may end up in the SPAM section.

The WhatsApp message, on the other hand, is instantaneous. The user who filled out the form is interested and, given their interest, is more likely to take action towards the company. We have seen that with the inclusion of the WA message, the opening rate of the information email has also improved from 20% to 35%. This is one of the many areas of use that Spoki can have in the corporate communication strategy. Using the WA channel to support emails has proven to be a winning and very effective strategic choice.

Do you want to integrate WhatsApp Marketing into your business?

Start with a free account on  Spoki and start your first campaigns with 5 € of included credit.

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Or contact us to build your winning strategy together. We are waiting for you!

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Frequently Asked Questions

What is Spoki?

Spoki is a comprehensive WhatsApp Business API platform that enables businesses to transform WhatsApp into a powerful channel for marketing, sales, and customer support.

With Spoki, you can:

• Automate communications: Send automated messages, create chatbots, and set up intelligent workflows

• Manage customer support: Multi-operator team management with ticketing system and conversation routing

• Increase sales: Recover abandoned carts, send payment requests, and manage your product catalog directly on WhatsApp

• Marketing campaigns: Send bulk messages to thousands of contacts with personalized templates

• AI-powered features: Leverage artificial intelligence to automate responses and qualify leads 24/7

• Integrate with your tools: Connect with over 4,000 platforms including CRM, e-commerce, and marketing tools

Spoki is an official Meta Tech Partner, guaranteeing reliability, security, and access to all official WhatsApp Business API features.

How does the WhatsApp Business API work?

The WhatsApp Business App and the WhatsApp Business API (used by Spoki) are two completely different solutions designed for different business needs:

WhatsApp Business App: • Designed for small businesses and sole proprietors • Manual message management • Limited to 5 devices simultaneously • Maximum 256 contacts per broadcast • No automation capabilities • Free but with significant limitations • No CRM or integration support

WhatsApp Business API (Spoki): • Designed for medium to large businesses • Unlimited operators: Your entire team can manage conversations simultaneously • Unlimited broadcasts: Send messages to thousands of contacts • Advanced automation: Chatbots, automatic responses, intelligent workflows • CRM integration: Connect with your existing tools (HubSpot, Salesforce, etc.) • Analytics & reporting: Detailed statistics on your communications • No ban risk: Official API approved by Meta for bulk messaging • Cloud-based: No need to keep a phone connected • Multi-channel: Integrate WhatsApp with SMS, Voice, and other channels

How much does a Spoki subscription cost?

We have different plans suitable for various needs. Visit the Pricing page for updated details.

Is there a free trial?

Yes, Spoki usually offers a trial period or a free plan to test the platform.

Can I integrate Spoki with other tools?

Spoki integrates with thousands of platforms through native integrations, Zapier, Make (Integromat), and Webhooks.

Native Integrations:

• E-commerce: Shopify, WooCommerce, PrestaShop, Magento

• CRM: HubSpot, Salesforce, Pipedrive, Zoho, ActiveCampaign

• Marketing: Mailchimp, Google Sheets

• Payment: Stripe, PayPal

• Support: Zendesk

Via Zapier/Make:

Connect to 4,000+ platforms including: • Google Workspace (Sheets, Calendar, Drive) • Microsoft Office 365 • Slack, Trello, Asana • WordPress, Webflow • Custom apps via API

Webhooks & API:

Full REST API for developers to build custom integrations.

View all FAQs

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Receive 5 euro free credit now!

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