Airtable Whatsapp Automation
Automatically reply on WhatsApp the moment a new Airtable record is created. Tag contacts, trigger follow-ups, and increase reply rates without extra work.
Why This Workflow Matters
This workflow lets your team respond instantly whenever a new record is created in Airtable without anyone needing to watch the system. Customers receive a fast, friendly WhatsApp message, and you can easily continue the conversation with tailored follow-up.
By automating tags, webhooks, and nurture flows, your business can handle more leads, requests, or sign-ups while keeping every interaction personal and timely. This helps you build stronger relationships and encourages more people to reply and engage with you.
How The Automation Works
- Trigger: New record created
Whenever a new record is added in Airtable (such as a new lead, request, or form entry), the automation starts automatically.
- ActiveCampaign Actions: Tag, webhook
ActiveCampaign adds a tag to the contact so you can identify them by source or intent. At the same time, a webhook is fired to connect with the D7 WhatsApp API and send the WhatsApp message.
- WhatsApp Message Sent: “We received your request. How can we assist?”
The contact instantly receives this WhatsApp message, confirming you’ve received their request and inviting them to reply.
- Follow-Up Steps: Start nurture
After the first WhatsApp message is sent, the contact enters a nurture flow in ActiveCampaign, where you can continue to share helpful messages and offers over time.
- Goal / KPI: Reply rate
The main success measure is how many people reply to that first WhatsApp message, helping you track engagement and conversation quality.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A new record is created in Airtable (e.g., new lead or request). | Every new inquiry is captured and instantly ready for follow-up. |
| 2 | The automation is triggered in ActiveCampaign when the new record appears. | No one has to monitor Airtable manually; follow-up starts automatically. |
| 3 | ActiveCampaign adds a tag to the contact. | Tags help you organize contacts by source or intent for better segmentation later. |
| 4 | A webhook is sent from ActiveCampaign to the D7 WhatsApp API. | This securely passes contact details so the WhatsApp message can be delivered right away. |
| 5 | WhatsApp sends: “We received your request. How can we assist?” | The contact gets instant confirmation and a clear invite to start a conversation. |
| 6 | The contact is moved into a nurture flow in ActiveCampaign. | You continue to build the relationship with relevant, timely follow-up. |
| 7 | Replies are tracked to measure reply rate. | You can see how many people engage and improve your message or timing. |
| 8 | Insights are used to optimize tags, messages, and nurture steps. | Continuous improvement helps you steadily increase response and conversion. |
Whatsapp Message Variations
Original:
“We received your request. How can we assist?”
Improved variations (template-friendly):
- “Hi {{name}}, we’ve received your request. How can we assist you today?”
- “Thanks for reaching out! We received your request. What would you like help with?”
- “Your request is in! Tell us how we can assist and we’ll get back to you shortly.”
Who This Workflow is For
This workflow is ideal for:
- Service businesses (agencies, consultants, coaches) capturing new inquiries or booking requests in Airtable and wanting to reply instantly via WhatsApp.
- SaaS and tech companies using Airtable to track sign-ups, demos, or beta access requests and needing fast, conversational follow-up.
- Education and training providers logging new student leads or course inquiries and looking to start a helpful WhatsApp conversation right away.
- Real estate, finance, and professional services teams who store leads or applications in Airtable and want immediate, personal contact.
- Any business using Airtable as a lightweight CRM that wants to turn new records into real-time WhatsApp conversations and higher reply rates.
Integrate Now
Activate this Airtable – New Record WhatsApp Notification workflow today