Typeform SMS Automation
The workflow connects Typeform and ActiveCampaign with D7 SMS to greet every new form submitter in seconds so you never lose another hot lead.
Problem This Workflow Solves
Many potential customers show interest by filling out a form, but then go cold before your team can follow up. Delayed contact means lost opportunities. This workflow ensures every new Typeform submission gets an immediate, personalized SMS to move the conversation forward while interest is highest.
How the Workflow Operates
When someone completes your Typeform, this workflow springs into action. It automatically adds or updates their contact record in ActiveCampaign, tags them appropriately, and starts an automation. Right away, a friendly SMS is sent via D7 to thank them and invite them to take the next step. Depending on how they reply, follow-up actions like creating a deal or scheduling a task are triggered automatically, or they continue in your nurture path.
Simple Workflow Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Form: New submission triggers the workflow | Captures leads instantly, no manual effort needed |
| 2 | Create/Update contact in ActiveCampaign | Keeps your database clean and up to date |
| 3 | Add relevant tag & start automation | Enables tracking and smart segmentation for targeted follow-ups |
| 4 | Send D7 SMS message | Reaches the new lead within seconds, boosting response rates |
| 5 | Wait for reply & evaluate response | Identifies who’s ready to talk and who needs nurturing |
| 6 | Positive reply ➜ create deal/task; otherwise ➜ continue nurture | Ensures hot leads get priority while others stay engaged over time |
SMS Message Variations
- Hi {{first_name}}, thanks for your interest! You're invited to our Hot Lead Qualification chat. Reply HELP for support.
- Hey {{first_name}}, great to hear from you! Let’s qualify your request—just reply to this message to get started. Reply HELP for support.
- Hi {{first_name}}, appreciate your submission! You’re on our Hot Lead Qualification list—reply to connect now. Reply HELP for support.
Who Benefits From This Workflow
Sales and marketing teams that rely on inbound form leads, consultants qualifying prospects quickly, and service providers who want to respond instantly without manual tasks all benefit from this automated, human-feeling follow-up process.
