Workflow templates / Sales & leads
Welcome contacts after a form submit
Everyone who submits your form gets a thank-you at once.
Works with: WhatsApp
How it works
- A contact submits the form you pick
- They get a thank-you with their first name
- The contact is marked engaged
Steps in the workflow: Trigger, Send message, Change stage, End.
Who it is for
Anyone collecting details with a form.
Good to know
- Which form?
- Pick it on the first card before publishing. Their answers are available to every later step.
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.