Typeform Whatsapp Automation
Automatically identify hot leads, tag them in ActiveCampaign, and send a WhatsApp invite to book a consultation right when interest is highest.
Why This Workflow Matters
This workflow helps you act instantly on your most interested leads. Instead of manually checking responses or sending follow-up messages, it automatically spots high-intent answers and invites those leads to book a consultation through WhatsApp.
You respond faster, keep conversations warm, and make it easier for qualified prospects to schedule time with you leading to more booked consultations with less manual effort.
How The Automation Works
- Trigger: High score submission
When someone completes your Typeform and reaches a high score, it signals strong interest and a good fit.
- ActiveCampaign Actions: Add hot_lead tag, webhook
ActiveCampaign automatically tags this contact as a hot_lead . At the same time, it uses a webhook to pass the contact details to your D7 WhatsApp API connection.
- WhatsApp Message Sent:
The contact instantly receives a WhatsApp message:
"You qualify for a consultation. Reply BOOK to schedule."
This gives them a quick, simple way to move forward.
- Follow-Up Steps: If BOOK → send scheduling link
When the contact replies BOOK, they automatically receive your consultation scheduling link on WhatsApp, so they can pick a time that works.
- Goal / KPI: Consultation booking rate
The main success metric for this workflow is how many qualified leads go on to book a consultation after receiving the message.
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| 1 | Lead completes your Typeform and achieves a high score | Identifies the most interested and qualified leads automatically. |
| 2 | High score submission triggers the automation in ActiveCampaign | Ensures no hot lead slips through or gets delayed follow-up. |
| 3 | ActiveCampaign adds a **hot_lead** tag to the contact | Helps you segment and track high-intent leads in your CRM. |
| 4 | ActiveCampaign sends a webhook to the D7 WhatsApp API | Connects your CRM with WhatsApp for real-time outreach. |
| 5 | WhatsApp message is sent: “You qualify for a consultation. Reply BOOK to schedule.” | Invites the lead to take clear next action while their interest is highest. |
| 6 | Lead replies BOOK on WhatsApp | The lead confirms they’re ready to move forward with a consultation. |
| 7 | If BOOK → send scheduling link via WhatsApp | Makes it easy for the lead to instantly choose a meeting time. |
| 8 | Consultation booking rate is tracked as the key KPI | Lets you measure how well this workflow converts hot leads into booked meetings. |
Whatsapp Message Variations
- Template 1
You qualify for a consultation with our team. Reply BOOK to schedule your session.
2. Template 2
Thanks for your responses you qualify for a consultation. Reply BOOK to receive your scheduling link.
3. Template 3
Great news! You qualify for a consultation. Reply BOOK and we’ll send you a link to choose a time.
Who This Workflow is For
This workflow is ideal for businesses that rely on consultations or discovery calls and use Typeform to pre-qualify leads, such as:
- Coaches and consultants (business, marketing, career, health, mindset) qualifying discovery call applicants.
- Agencies and service providers (marketing, design, development, branding) screening high-intent project inquiries.
- Financial, legal, and professional services using Typeform to assess fit before an advisory call.
- Healthcare, wellness, and clinics offering initial consultations or assessments.
- B2B SaaS and tech companies qualifying demo or strategy session requests.
Any business that wants to reduce manual screening and get more qualified consultations on the calendar will benefit from this automation.
Integrate Now
Activate this workflow today to turn your highest-intent Typeform leads