Send a personalized WhatsApp message to every new form lead

Writes a personalized opening message for each new inquiry and sends it on WhatsApp, then logs the result.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"lead submits inquiry form"]:::trig s0["write personalized opening message"]:::task s1["send message to lead's WhatsApp"]:::svc s2["check delivery status"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× was message delivered"}:::gate s2 --> gx p00["mark as sent"]:::task gx -->|"delivered"| p00 p10["mark as failed"]:::task gx -->|"failed"| p10 jn{"○ log outcome in sheet"}:::gate p00 --> jn p10 --> jn jn --> out out[/"logged personalized outreach to every lead"/]:::out pay{{"faster first touch, fewer cold leads"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceOne path onlyPaths rejoinResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Voice & PhoneCRM & Sales PipelineLead Generation & ProspectingMessaging & NotificationsSpreadsheet & Database OpsSurvey & Feedback
Connects
WhatsAppGoogle SheetsOpenAI

The problem it solves

A new lead who fills out your inquiry form expects a quick, personal response, but manually writing and sending that first message to every lead takes time you don't always have. Delays in that first touch mean leads go cold or turn to a competitor.

Who it fits

A small business sales or support team that captures leads through an inquiry form.

How it works

  1. Triggers when someone submits your inquiry form
  2. AI writes a short, personalized opening message using the lead's details
  3. Sends the message to the lead's WhatsApp number
  4. Checks whether the message was delivered successfully
  5. Logs the lead and message outcome in your spreadsheet CRM
What you get

Leads greeted the instant they submit the form

You get every new lead greeted with a personalized WhatsApp message the moment they submit your inquiry form.

What you get

A personalized WhatsApp message sent to the lead and a logged record in your spreadsheet.

What you need

A Google Workspace account, an OpenAI account, and a WhatsApp connection through Unipile.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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