Workflow overview
Why this workflow matters
Helpful for business development and pipeline building.
How it works 📋 Customer submits your Typeform → instant personalised welcome SMS fires via Twilio 📊 Submission logged to Google Sheets with name, phone, timestamp, and nudge tracking 💬 Twilio listens 24/7 for replies → marks customer as responded, stops all future nudges ⏰ Scheduler runs every 6 hours → finds non-responders and sends up to 2 follow-up nudges 🛑 System stops contacting anyone who replies or hits the 2-nudge limit The three branches | Branch | Trigger | What it does | |--------|---------|--------------| | 🟢 New Submission | Typeform form submit | Welcome SMS + log to Sheets | | 🔵 Reply Handler | Incoming Twilio SMS | Mark replied, stop nudges | | 🟡 Nudge Engine | Schedule every 6hrs | Nudge 1 at 24h, Nudge 2 at 48h | Why this matters | Metric | Manual | This workflow | |--------|--------|---------------| | ⚡ Speed to lead | Hours or days | Under 10 seconds | | 🔁 Follow-up consistency | Whoever remembers | 100% automated | | 📉 Lead drop-off | High — people go cold fast | Nudges catch non-responders | | 🧠 Staff time per lead | 5–15 min | Zero | | 💸 Revenue at risk | Every ignored inquiry | Recovered automatically | Studies show leads contacted within 5 minutes are 9x more likely to convert. This workflow makes that the default — not the exception. What you need | Tool | Cost | Why | |------|------|-----| | Typeform | Free tier works | Intake/booking form | | Twilio | ~$1/mo + $0.0075/SMS | Send and receive SMS | | Google Sheets | Free | Track submissions and nudge state | ⚠️ A2P 10DLC notice: Twilio requires business registration for production SMS in the US. Allow 2-4 weeks. Your signup form needs opt-in language, terms, and a privacy policy. Set up steps Takes about 15 minutes Create a Google Sheet with columns: customerName · customerPhone · submittedAt · repliedAt · nudgeCount · lastNudgeAt Branch 1 — connect Typeform, select your form, connect Twilio + Google Sheets Branch 2 — connect Twilio trigger for inbound SMS, connect Google Sheets to mark replied Branch 3 — connect Google Sheets to read non-responders, connect Twilio to send nudges Verify Typeform field names match the Extract node exactly (case-sensitive) Submit a test entry with your own phone, reply to it, confirm Sheets updates correctly Toggle workflow Active Learn more at SMB Excel
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