Long web forms get abandoned. This workflow asks for the minimum on the site (typically two fields), then runs a five-day WhatsApp drip where each reply enriches the CRM and routes the next message. Forms get answered when they do not feel like forms.
At a glance
| |
|---|
| Trigger | Web form with two fields |
| Channels | WhatsApp |
| Templates | 3 (welcome, use-case Flow, hand-off) |
| Typical cycle | 5 to 7 days |
| Platforms | HubSpot |
What this workflow does
A short web form captures name and WhatsApp number. The contact then receives a friendly welcome, followed by a sequence of one-tap micro-questions spread over several days. Each answer writes straight to HubSpot and decides the next message. Once the contact’s score clears the qualification threshold, the workflow hands off to an SDR with full context already in the record.
What you will need
- A two-field HubSpot form on the website
- A WhatsApp welcome template, a use-case Flow, and a hand-off template
- Contact properties for each attribute you intend to enrich
- A qualification threshold (lead score or property combination)
Workflow steps
- Trigger Flowella: Form Completed on the two-field web form.
- Send welcome confirm the enquiry and set expectations that a few quick questions will follow.
- Micro-question 1 send a one-tap Flow asking the primary use case. Write the answer and branch the next message.
- Drip the rest over the following days, send further one-tap questions, each enriching one or two properties.
- Score and branch when the score clears the threshold, set lifecycle to MQL and create a task for the SDR. Where it does not, continue nurturing or move to a lower-frequency cadence.
WhatsApp templates
tmpl_web_welcome welcome opener with image header (Marketing category)tmpl_web_followup_q1 in-chat use-case Flow (Utility category)- SDR hand-off template once qualified
Tips and gotchas
Resist the urge to ask everything at once. One tap per message keeps reply rates high and steadily builds a richer record than a single long form ever would.
