Skip to content

Multichannel prospecting: what you can automate

Email, SMS, letters, calls, LinkedIn, WhatsApp, Instagram, Messenger, X: what French rules and each platform allow, and where a person has to press send.

Published on 5 min read

“Multichannel” tools often imply that every channel can be automated the same way. They can’t. Two different sets of rules apply: the law, which in France is mostly about the person you contact, and each platform’s terms, which are about your account. Here’s where each channel stands for prospecting professionals in France.

This post is general information as of November 2026, not legal advice. Rules change, and your case may differ.

The summary

ChannelBetween professionals (CNIL)Can software send it alone?
EmailRight to objectYes, from your own mailbox
SMSRight to objectYes, through an SMS provider
LetterRight to objectYes, through a print-and-post service
CallRight to objectA person calls
VoicemailSee belowOnly during a call a person placed, in our reading
LinkedInNo specific regimeNo: its terms forbid it
WhatsAppNo specific regimeOnly with opt-in, through the Business Platform
Instagram, MessengerNo specific regimeNo first message through their APIs
XNo specific regimeNo unsolicited messages

Email and SMS

The CNIL’s page on electronic prospecting treats them together. For a private individual, prior consent is the rule. For a professional, prospecting can rest on legitimate interest when the subject relates to their profession; the CNIL’s example is software presented to a company’s IT director. The person must have been informed and be able to object. Every message must identify the sender and offer a simple way to refuse further messages.

Addresses such as contact@ or info@, which concern a company rather than a person, aren’t subject to those principles, according to the same page. For the detail on email, see what the law allows for B2B cold email.

If you work out addresses from a name and a domain, read the CNIL’s page on reconstructed work addresses first: it’s possible in some cases and not in others. Coldlyne doesn’t do it, and only uses addresses it found published.

Letters

The CNIL’s page on postal prospecting rests on information and a free, simple right to object, and each letter must identify the sender and say how to refuse. Letters are underrated in B2B: the registered address of a French company is public, so you don’t need anything else to write to it.

Calls: the rules changed in August 2026

Since 11 August 2026, the CNIL explains that consumers can no longer be cold-called without prior consent, under article L. 223-1 of the French consumer code, with narrow exceptions such as an existing contract. Professionals, on the other hand, keep a right to object: the call can rest on legitimate interest if it relates to their profession, as long as they were informed and can refuse.

The practical trap is telling them apart. Write down why each number is a professional one and where it came from, and stop at the first request. Software can prepare the call, and a person places it.

Voicemail drops

This is where to be careful. Article L. 34-5 of the French postal and electronic communications code forbids direct prospecting through automated communication systems using a natural person’s details without prior consent. The CNIL’s page on electronic prospecting lists automated calling systems among the channels it covers, under the same right to object for professionals. We take the cautious reading: Coldlyne only leaves a recorded message during a call a member placed, never as an automatic drop.

LinkedIn

The User Agreement tells you not to “use bots or other unauthorized automated methods to access the Services, add or download contacts, send or redirect messages”, and not to use crawlers, plugins or other technology to scrape profiles. The risk isn’t a fine, it’s the account your network lives on. So a person sends: software can find the profile and prepare the text, then open the conversation.

WhatsApp

Meta’s documentation is plain: “Businesses are required to obtain opt-in before messaging people on WhatsApp.” The Business Platform can send on its own to people who agreed, and a first contact with someone who hasn’t goes out by hand from your own account.

Instagram and Messenger

Both APIs start from the other person. On Instagram, “conversations only begin when an Instagram user sends a message to your app user”, and the Messenger Platform requires that the person start the conversation too, with a standard 24-hour window to answer. There’s no official way to send a first message automatically, so a person writes it.

X

X’s automation rules allow automated replies to people who message you, and forbid spamming or sending unsolicited messages. A cold message written by hand and sent by you is a different thing from a script working through a list.

What this means for a sequence

Plan the sequence around these lines rather than pretending they aren’t there. In Coldlyne, email goes out from your mailbox, SMS and letters through the providers you connect, and WhatsApp through the Business Platform with people who agreed. Calls and the other messages land in your list for the day with the text ready, and the sequence carries on from what you report. An objection on any channel puts the person on one suppression list for all of them.

Related posts

Emailing a director you don’t know is allowed between professionals, on four conditions: the right subject, the sender’s identity, the data source and a simple unsubscribe.
BODACC publishes every new French company, change of director and business sale, free and open. How to query it, which events are worth a message, and what to avoid.
How an assistant runs a real B2B campaign through MCP: connecting the server, the tools it calls in order, the limits a prompt can’t move, and what to keep for yourself.