Drupal Whatsapp Automation
When a visitor submits your Drupal contact/enquiry form, this workflow automatically creates or updates the contact, tags them as a website lead, starts nurture automation, and sends a quick WhatsApp confirmation so every enquiry gets a timely response.
Why This Workflow Matters
Website enquiries are highest-intent moments and slow follow-up can cost you the conversation. This workflow ensures every Drupal form submission is captured, organized, and responded to immediately via WhatsApp. It reduces manual work for your team, keeps lead data consistent, and creates a better customer experience with prompt, clear communication.
How the Automation Works
- Trigger: Drupal: Contact / enquiry form submitted
- Actions: Create/Update contact; add website-lead tag; start nurture automation
- WhatsApp message:
Hi {{first_name}}, thanks for contacting us. We’ve received your request and will respond shortly. Reply HELP for support.
- Follow-up: Assign support/sales task; follow-up message
- Goal KPI: Website lead engagement
Workflow Table
| Step | Workflow Stage | What Happens | Outcome |
|---|---|---|---|
| 1 | Trigger | Drupal contact/enquiry form is submitted | Lead is captured the moment intent is highest |
| 2 | Data sync | Create/Update contact | Clean, up-to-date contact records |
| 3 | Segmentation | Add website-lead tag | Easy filtering, routing, and reporting |
| 4 | Nurture | Start nurture automation | Consistent, timely lead engagement |
| 5 | Instant response | Send WhatsApp message to lead | Immediate confirmation and trust-building |
| 6 | Support option | Lead can reply “HELP” | Clear path to assistance |
| 7 | Internal follow-up | Assign support/sales task | Accountability for human response |
| 8 | Continued engagement | Send follow-up message | Keeps the conversation moving |
WhatsApp Message Variants
Variant 1 (friendly + clear):
Hi {{first_name}}, thanks for contacting us. We’ve received your request and will respond shortly. Reply HELP for support.
Variant 2 (slightly more direct):
Hi {{first_name}} — we got your message. Our team will respond shortly. Reply HELP for support.
Variant 3 (reassuring + service-oriented):
Hi {{first_name}}, thanks for reaching out. Your request has been received and we’ll get back to you soon. Reply HELP for support.
Who Should Use This Workflow
- Professional services handling frequent enquiries (consulting, agencies, IT services)
- Home and local services (repairs, maintenance, contractors)
- Education and training providers (courses, coaching, programs)
- Healthcare and wellness practices (appointments and information requests)
- Real estate and property services (new leads from site forms)
- B2B companies capturing demo or contact requests