Send Typeforms leads via Whatsapp (Twilio)

Send Typeforms leads via Whatsapp (Twilio) automates the process of sending new customer inquiries from Typeform directly to WhatsApp using Twilio. This workflow captures essential lead information, including names, contact details, and more, ensuring timely communication and improved customer engagement.

7/8/2025
3 nodes
Simple
manualsimpletypeformtriggertwilio
Categories:
Communication & MessagingManual TriggeredSimple Workflow
Integrations:
TypeformTriggerTwilio

Target Audience

This workflow is ideal for:
- Small Business Owners: Who want to streamline customer communication and quickly respond to leads from Typeform submissions.
- Marketing Teams: Looking to automate lead notifications and enhance customer engagement through WhatsApp.
- Customer Support Teams: Aiming to improve response times and maintain a personal touch in communications with potential customers.
- Freelancers: Who handle multiple clients and need an efficient way to manage incoming inquiries.

Problem Solved

This workflow addresses the challenge of managing leads efficiently by:
- Automating Notifications: Instantly sends lead information to WhatsApp, ensuring no potential customer is overlooked.
- Reducing Response Time: Enables quicker follow-ups with leads, enhancing the chances of conversion.
- Centralizing Information: Gathers critical customer details from Typeform and formats them for easy reading, minimizing the risk of missed information.

Workflow Steps

  • Trigger: The workflow is manually triggered when a new response is submitted in Typeform.
    2. Data Extraction: The workflow retrieves essential lead information such as last name, first name, number of children, country, email address, and birth date from the Typeform response.
    3. Data Formatting: The extracted data is organized into a structured message that is ready to be sent via WhatsApp.
    4. Send Message: The formatted message is sent to a specified WhatsApp number using Twilio, ensuring timely communication with the new lead.

    • Customization Guide

    To customize this workflow:
    - Change the Typeform Form: Update the formId in the Typeform Trigger node to connect to a different Typeform survey.
    - Modify the WhatsApp Message: Edit the message parameter in the Twilio node to customize the content of the WhatsApp notification according to your needs.
    - Adjust Recipient Details: Change the to and from parameters in the Twilio node to specify different phone numbers.
    - Add Additional Data Points: If you want to capture more information from Typeform, adjust the Set node to include additional fields and modify the message accordingly.