Google Sheets Whatsapp Automation
Turn every new row in your Google Sheet into a warm, personal welcome via WhatsApp and email. Build engagement from the first touch automatically.
Why This Workflow Matters
This workflow helps you greet every imported lead right away, without any manual effort.
As soon as a new contact appears in your Google Sheet, they receive a friendly WhatsApp welcome and a follow-up email, so no one is left waiting.
By tagging leads and starting a conversation early, you can build trust, increase engagement, and guide people toward the next step in your sales or onboarding process while your team focuses on higher-value work.
How The Automation Works
- Trigger: New row added
Whenever you add a new lead to your Google Sheet such as an imported CRM contact a new automation starts.
- ActiveCampaign Actions: Add tag `imported_lead`, webhook
The contact is tagged as `imported_lead` in ActiveCampaign so you can easily track and segment them.
A webhook is also triggered to connect this event to the D7 WhatsApp API.
- WhatsApp Message Sent:
`Hi {{name}}, welcome aboard! How can we help today?`
The lead instantly receives a personalized WhatsApp message using their name, inviting them to start a conversation.
- Follow-Up Steps: Email follow-up
After the WhatsApp message, the contact receives an email follow-up, reinforcing the welcome and giving them another way to reply or learn more.
- Goal / KPI: Engagement rate
The main goal is to improve engagement rate getting more leads to respond, click, or interact with your business right after they are added.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | A new row is added to your Google Sheet with a lead’s details. | Every imported CRM lead is automatically captured and ready for engagement. |
| 2 | The automation triggers in ActiveCampaign when the new row appears. | You don’t have to manually move or check data; the process starts on its own. |
| 3 | The contact is tagged with `imported_lead` in ActiveCampaign. | Tags make it easy to segment, track, and report on leads coming from CRM imports. |
| 4 | A webhook fires from ActiveCampaign to the D7 WhatsApp API. | This securely connects your CRM import process to WhatsApp messaging. |
| 5 | The contact receives a personal WhatsApp message: “Hi {{name}}, welcome aboard! How can we help today?” | Instant, friendly communication encourages quick replies and higher engagement. |
| 6 | The lead is sent an email follow-up. | A second touchpoint reinforces your message and reaches leads who prefer email. |
| 7 | You track how many leads reply or interact as your main KPI: engagement rate. | Measuring engagement rate shows how effective your welcome flow is over time. |
| 8 | You can later build segments and campaigns for all `imported_lead` contacts. | Organized data lets you run targeted nurturing and follow-up campaigns easily. |
Whatsapp Message Variations
Original:
Hi {{name}}, welcome aboard! How can we help today?
Template-friendly variations:
- Hi {{name}}, welcome aboard! Thanks for joining us. How can we help you today?
- Hi {{name}}, welcome aboard! We’re glad to have you here. What are you looking for help with today?
- Hi {{name}}, welcome aboard! To get you started, tell us what you need support with today.
Who This Workflow is For
This workflow is ideal for:
- Businesses importing leads from CRMs into Google Sheets
Companies that regularly move contact lists or campaign leads into Sheets and want every record to get a prompt welcome.
- Agencies and consultants
Teams managing multiple client CRMs who need a simple, centralized way to engage new contacts as they’re imported.
- SaaS and digital product companies
Welcoming trial users, demo requests, or imported user lists with a conversational WhatsApp touch and an email follow-up.
- Education, training, and coaching providers Enrolling new students or participants imported from other systems and immediately greeting them with helpful next steps.
- Local services and professional services
Importing contacts from offline sources or other tools, then instantly starting a dialogue via WhatsApp.
Any business that wants a simple “import → instant WhatsApp + email welcome” flow, and cares about higher engagement rates, will benefit from this setup.
Integrate Now
Activate this workflow today and start turning every new Google Sheets