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    Developer APIREST endpoints for messages, contacts and templates.MCP serverConnect Claude, ChatGPT or Cursor to your account.
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© 2026 ChatSyncs

  • Overview
    • What Is Meta — and Why Do You Need a Facebook Account for WhatsApp?
    • What Is the WhatsApp Cloud API?
    • What Is a Meta Business Portfolio? (vs. Business Manager)
    • What Is a Meta Developer Account — and What Is an 'App'?
    • What Is a WABA (WhatsApp Business Account)?
    • Which WhatsApp Connection Method Is Right for You with ChatSyncs?
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • What Is a BSP — and Can You Move to ChatSyncs From One?
    • Business Verification, Display Name, Green Tick — What's the Difference?
    • WhatsApp Business API Explained (And the Verification Myth)
    • Who Charges You for WhatsApp — Meta or ChatSyncs?
    • What WhatsApp API Pricing Really Means
    • WhatsApp Rules: How to Never Get Banned
  • Setup and Configuration
    • How to Connect Your Number to ChatSyncs
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • How to Create a Facebook Business Manager Account for ChatSyncs
    • Set Up Your Meta Business Account for WhatsApp
    • How to Connect Your WhatsApp Account Manually (Alternative Method) in ChatSyncs
    • How to Add Payment Method for WhatsApp API Billing
    • How to Update Your WhatsApp Business Profile
    • How to Migrate from WhatsApp App to a ChatSyncs Business Account
    • How to Disconnect Another Partner From Your WhatsApp Number
    • How to Reconnect Your Disconnected ChatSyncs Account
    • How to Delete Your Phone Number on Meta
    • Transactions in ChatSyncs
  • Bot Settings
    • How Do I Configure General Bot Behavior with ChatSyncs?
    • How Do I Turn On Webhook Triggers for My Bot with ChatSyncs?
    • How Do I Set Up Business Hours for My Bot with ChatSyncs?
    • How Do I Configure Shared Inbox Settings for My Bot with ChatSyncs?
    • How Do I Automatically Add Subscribers to My Email Marketing List with ChatSyncs?
    • How Do I Save Subscriber Details to Google from My Bot with ChatSyncs?
    • How Do I Send an Automatic Email from My Bot with ChatSyncs?
    • How Do I Send an Automatic SMS from My Bot with ChatSyncs?
  • Subscriber Manager
    • What Is Subscriber Manager in ChatSyncs?
    • How Do I Manage Custom Fields, Labels, and Lists with ChatSyncs?
    • How Do I Import Subscribers Using a CSV File with ChatSyncs?
    • How Do I Add a Subscriber Manually with ChatSyncs?
    • How Do I Import Subscribers from Google Sheets with ChatSyncs?
    • How to Import Contacts from Google Contacts in ChatSyncs
  • Automation
    • How to Create a Keyword-Based WhatsApp Chatbot in ChatSyncs
    • How to Set Up Quick Actions (No Match, Get Started, and More) in ChatSyncs
    • How to Make a Chatbot Reply to Any Keyword in ChatSyncs
    • User Input Flow in ChatSyncs
    • WhatsApp Flow Forms in ChatSyncs
    • How to Connect a Bot Flow to External Systems in ChatSyncs
    • How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncs
    • How to Set Up Sales Sequence Chatbots in ChatSyncs
    • How to Add Clickable CTA Buttons in ChatSyncs
    • Audio Message in ChatSyncs
    • How to Add a WhatsApp Chat Widget to Your Website in ChatSyncs
    • How to Use User Input Flow in the Chat Widget in ChatSyncs
    • How to Add ChatSyncs Chat Widget to WordPress
  • Message Templates
    • Creating a WhatsApp Message Template in ChatSyncs
    • Why Templates Get Rejected and How to Fix Them in ChatSyncs
    • Character Limits for Media Message Templates in ChatSyncs
    • Guidelines for Utility and Marketing Templates in ChatSyncs
    • Understanding Conversations and Their Types in ChatSyncs
    • How to Create and Use Carousel Media Templates in ChatSyncs
    • Create Templates in WhatsApp Manager and Sync to ChatSyncs
    • Template Variables vs Custom Variables — What's the Difference with ChatSyncs?
    • Templates to Restart Conversations After Non-Working Hours in ChatSyncs
    • Understanding WhatsApp Quality Rating in ChatSyncs
  • Broadcasting
    • Send a Bulk Message to Many People
  • Shared Inbox
    • Introduction to Shared Inbox in ChatSyncs
    • Filter Conversations by Channel & Account in ChatSyncs
    • Organize Conversations with Labels, Views & Search in ChatSyncs
    • AI Translation & Message Rewrite in ChatSyncs
    • Team Collaboration & Agent Assignment in ChatSyncs
    • Messaging Tools: Canned Responses, Templates & Attachments in ChatSyncs
    • Follow-up Reminders & Message Sequences in ChatSyncs
    • Managing Customer Data with Custom Fields in ChatSyncs
    • Settings Menu: Groupchat Widget, Dark Mode, Follow-up List & More in ChatSyncs
    • Install ChatSyncs on Android
    • Install ChatSyncs on iOS
  • Webhooks
    • Webhook for Messages & Status Changes in ChatSyncs
    • Webhook on Keyword Trigger in ChatSyncs
    • Webhook on Button Click in ChatSyncs
    • Webhook for Input Flow in ChatSyncs
    • Webhook for WhatsApp Flows in ChatSyncs
  • Webhook Workflow
    • Create a Webhook Workflow in ChatSyncs
    • Webhook Automation Settings in ChatSyncs
    • Webhook Workflow Reporting in ChatSyncs
  • Integrations
    • How to Integrate Shopify for WhatsApp Automation in ChatSyncs
    • How to Connect Google to ChatSyncs
    • Google Sheet Fetch in ChatSyncs
    • How to Send Automated WhatsApp Messages on WP Form Submission in ChatSyncs
    • How to Set Up SMS Marketing in ChatSyncs
    • HTTP API Integration in ChatSyncs
    • Email Integration in ChatSyncs
    • How Do I Connect an SMTP Email Provider with ChatSyncs?
    • How Do I Connect Mailgun for Sending Email with ChatSyncs?
    • How Do I Connect Postmark for Transactional Email with ChatSyncs?
    • SMS Integration in ChatSyncs
    • How Do I Connect Twilio for SMS with ChatSyncs?
    • How Do I Connect Africa's Talking for SMS with ChatSyncs?
    • How Do I Connect a Custom SMS Gateway via HTTP GET with ChatSyncs?
    • Auto Responder Integration in ChatSyncs
    • How Do I Connect Brevo for Auto Responder with ChatSyncs?
    • How Do I Connect Mailchimp for Auto Responder with ChatSyncs?
    • How Do I Connect ActiveCampaign for Auto Responder with ChatSyncs?
    • How Do I Connect Mautic for Auto Responder with ChatSyncs?
  • AI Agents
    • How to Create Your First AI Agent in ChatSyncs
    • How to Train Your AI Chatbot in ChatSyncs
    • Agent Routing in ChatSyncs
    • AI Agent Actions in ChatSyncs
    • How Do I Restrict AI on Specific Keywords with ChatSyncs?
    • How Do I Auto-Assign Conversations to a Department with ChatSyncs?
    • How Do I Build a Multi-Agent AI Workforce with ChatSyncs?
  • Team Management
    • Introduction to Team Management in ChatSyncs
    • How to Add and Manage Team Members in ChatSyncs
    • How to Set Up User Roles and Permissions in ChatSyncs
    • Security in ChatSyncs
  • Account Safety
    • WhatsApp Account Bans: Causes and How to Stay Protected in ChatSyncs
    • How to Appeal a WhatsApp Business API Ban and Get Your Number Back in ChatSyncs
MCP ↗Developer API ↗
Browse guides
  • Overview
    • What Is Meta — and Why Do You Need a Facebook Account for WhatsApp?
    • What Is the WhatsApp Cloud API?
    • What Is a Meta Business Portfolio? (vs. Business Manager)
    • What Is a Meta Developer Account — and What Is an 'App'?
    • What Is a WABA (WhatsApp Business Account)?
    • Which WhatsApp Connection Method Is Right for You with ChatSyncs?
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • What Is a BSP — and Can You Move to ChatSyncs From One?
    • Business Verification, Display Name, Green Tick — What's the Difference?
    • WhatsApp Business API Explained (And the Verification Myth)
    • Who Charges You for WhatsApp — Meta or ChatSyncs?
    • What WhatsApp API Pricing Really Means
    • WhatsApp Rules: How to Never Get Banned
  • Setup and Configuration
    • How to Connect Your Number to ChatSyncs
    • How to Connect Your WhatsApp Business App to ChatSyncs
    • How to Create a Facebook Business Manager Account for ChatSyncs
    • Set Up Your Meta Business Account for WhatsApp
    • How to Connect Your WhatsApp Account Manually (Alternative Method) in ChatSyncs
    • How to Add Payment Method for WhatsApp API Billing
    • How to Update Your WhatsApp Business Profile
    • How to Migrate from WhatsApp App to a ChatSyncs Business Account
    • How to Disconnect Another Partner From Your WhatsApp Number
    • How to Reconnect Your Disconnected ChatSyncs Account
    • How to Delete Your Phone Number on Meta
    • Transactions in ChatSyncs
  • Bot Settings
    • How Do I Configure General Bot Behavior with ChatSyncs?
    • How Do I Turn On Webhook Triggers for My Bot with ChatSyncs?
    • How Do I Set Up Business Hours for My Bot with ChatSyncs?
    • How Do I Configure Shared Inbox Settings for My Bot with ChatSyncs?
    • How Do I Automatically Add Subscribers to My Email Marketing List with ChatSyncs?
    • How Do I Save Subscriber Details to Google from My Bot with ChatSyncs?
    • How Do I Send an Automatic Email from My Bot with ChatSyncs?
    • How Do I Send an Automatic SMS from My Bot with ChatSyncs?
  • Subscriber Manager
    • What Is Subscriber Manager in ChatSyncs?
    • How Do I Manage Custom Fields, Labels, and Lists with ChatSyncs?
    • How Do I Import Subscribers Using a CSV File with ChatSyncs?
    • How Do I Add a Subscriber Manually with ChatSyncs?
    • How Do I Import Subscribers from Google Sheets with ChatSyncs?
    • How to Import Contacts from Google Contacts in ChatSyncs
  • Automation
    • How to Create a Keyword-Based WhatsApp Chatbot in ChatSyncs
    • How to Set Up Quick Actions (No Match, Get Started, and More) in ChatSyncs
    • How to Make a Chatbot Reply to Any Keyword in ChatSyncs
    • User Input Flow in ChatSyncs
    • WhatsApp Flow Forms in ChatSyncs
    • How to Connect a Bot Flow to External Systems in ChatSyncs
    • How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncs
    • How to Set Up Sales Sequence Chatbots in ChatSyncs
    • How to Add Clickable CTA Buttons in ChatSyncs
    • Audio Message in ChatSyncs
    • How to Add a WhatsApp Chat Widget to Your Website in ChatSyncs
    • How to Use User Input Flow in the Chat Widget in ChatSyncs
    • How to Add ChatSyncs Chat Widget to WordPress
  • Message Templates
    • Creating a WhatsApp Message Template in ChatSyncs
    • Why Templates Get Rejected and How to Fix Them in ChatSyncs
    • Character Limits for Media Message Templates in ChatSyncs
    • Guidelines for Utility and Marketing Templates in ChatSyncs
    • Understanding Conversations and Their Types in ChatSyncs
    • How to Create and Use Carousel Media Templates in ChatSyncs
    • Create Templates in WhatsApp Manager and Sync to ChatSyncs
    • Template Variables vs Custom Variables — What's the Difference with ChatSyncs?
    • Templates to Restart Conversations After Non-Working Hours in ChatSyncs
    • Understanding WhatsApp Quality Rating in ChatSyncs
  • Broadcasting
    • Send a Bulk Message to Many People
  • Shared Inbox
    • Introduction to Shared Inbox in ChatSyncs
    • Filter Conversations by Channel & Account in ChatSyncs
    • Organize Conversations with Labels, Views & Search in ChatSyncs
    • AI Translation & Message Rewrite in ChatSyncs
    • Team Collaboration & Agent Assignment in ChatSyncs
    • Messaging Tools: Canned Responses, Templates & Attachments in ChatSyncs
    • Follow-up Reminders & Message Sequences in ChatSyncs
    • Managing Customer Data with Custom Fields in ChatSyncs
    • Settings Menu: Groupchat Widget, Dark Mode, Follow-up List & More in ChatSyncs
    • Install ChatSyncs on Android
    • Install ChatSyncs on iOS
  • Webhooks
    • Webhook for Messages & Status Changes in ChatSyncs
    • Webhook on Keyword Trigger in ChatSyncs
    • Webhook on Button Click in ChatSyncs
    • Webhook for Input Flow in ChatSyncs
    • Webhook for WhatsApp Flows in ChatSyncs
  • Webhook Workflow
    • Create a Webhook Workflow in ChatSyncs
    • Webhook Automation Settings in ChatSyncs
    • Webhook Workflow Reporting in ChatSyncs
  • Integrations
    • How to Integrate Shopify for WhatsApp Automation in ChatSyncs
    • How to Connect Google to ChatSyncs
    • Google Sheet Fetch in ChatSyncs
    • How to Send Automated WhatsApp Messages on WP Form Submission in ChatSyncs
    • How to Set Up SMS Marketing in ChatSyncs
    • HTTP API Integration in ChatSyncs
    • Email Integration in ChatSyncs
    • How Do I Connect an SMTP Email Provider with ChatSyncs?
    • How Do I Connect Mailgun for Sending Email with ChatSyncs?
    • How Do I Connect Postmark for Transactional Email with ChatSyncs?
    • SMS Integration in ChatSyncs
    • How Do I Connect Twilio for SMS with ChatSyncs?
    • How Do I Connect Africa's Talking for SMS with ChatSyncs?
    • How Do I Connect a Custom SMS Gateway via HTTP GET with ChatSyncs?
    • Auto Responder Integration in ChatSyncs
    • How Do I Connect Brevo for Auto Responder with ChatSyncs?
    • How Do I Connect Mailchimp for Auto Responder with ChatSyncs?
    • How Do I Connect ActiveCampaign for Auto Responder with ChatSyncs?
    • How Do I Connect Mautic for Auto Responder with ChatSyncs?
  • AI Agents
    • How to Create Your First AI Agent in ChatSyncs
    • How to Train Your AI Chatbot in ChatSyncs
    • Agent Routing in ChatSyncs
    • AI Agent Actions in ChatSyncs
    • How Do I Restrict AI on Specific Keywords with ChatSyncs?
    • How Do I Auto-Assign Conversations to a Department with ChatSyncs?
    • How Do I Build a Multi-Agent AI Workforce with ChatSyncs?
  • Team Management
    • Introduction to Team Management in ChatSyncs
    • How to Add and Manage Team Members in ChatSyncs
    • How to Set Up User Roles and Permissions in ChatSyncs
    • Security in ChatSyncs
  • Account Safety
    • WhatsApp Account Bans: Causes and How to Stay Protected in ChatSyncs
    • How to Appeal a WhatsApp Business API Ban and Get Your Number Back in ChatSyncs
MCP ↗Developer API ↗
DocumentationAutomation

How to Set Up Sales Sequence Chatbots in ChatSyncs

How to use a Follow-up Sequence to nurture a sales lead automatically, from first contact to closing.

In ChatSyncs, a "sales sequence chatbot" is a Follow-up Sequence (see How to Build Automatic Follow-Up Chatbots on WhatsApp) built around moving a lead toward a sale, instead of a generic drip campaign.

Example — a real estate lead:

  • Day 0 — "Thanks for your interest! Here are 3 properties matching your budget."
  • Day 2 — "Still deciding? Here's a video walkthrough of our top pick."
  • Day 5 — "This unit is getting popular — want to book a site visit?"
  • Day 8 — "Limited-time offer: book this week and get free registration."

Each message nudges the lead one step closer, without a salesperson manually following up.

Configuring a new Follow-up Sequence with its delivery schedule
  1. 1

    Build the sequence

    Follow How to Build Automatic Follow-Up Chatbots on WhatsApp in ChatSyncs to create the campaign and set its delivery schedule.

  2. 2

    Write messages that move the sale forward

    Each message should have a clear next step — a link, a question, or an offer — not just a check-in.

  3. 3

    Tag leads who respond

    Use Labels to mark leads who reply or convert, so they can be pulled out of the sequence and handled by a salesperson directly.

Frequently asked#

What's different about a 'sales sequence' versus any other sequence?

Nothing technical — it's the same Follow-up Sequence feature — see How to Build Automatic Follow-Up Chatbots on WhatsApp — just written with a sales goal (get a reply, book a call, close a deal) at every step.

How do I stop the sequence once a lead replies and wants to talk to a person?

Assign the conversation to an agent from the Shared Inbox — a human handling the chat directly is the natural point to take them out of the automated sequence.

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