Article: Automatically Send Follow-Up Message after an Outbound Call to Continue Conversation.
JQ Lee
Business Problem:
Manage contact negotiations through the WhatsApp channel after lead generated from external form and opt-in from an outbound call.
Pain Points:
Business is unfamiliar with our platform and requires guidance setting up automation/integrations.
Context:
- The business uses TypeForm for lead generation (considered as Opt In) and makes calls to leads on CloudTalk.
- After the call ends, the Contact information is created/updated on the platform and based on the outcome of the call a tag is also added to the Contact.
- Then, business wants to continue the conversation by following up via WhatsApp channel.
JQ Lee
Stage: Capture
Objective: -
Proposed Solution(s):
- Lead submits a Typeform > business calls lead on CloudTalk > after the call, business add label to classify customer interests > create/update contact on respond.io with interest Tag based on label > send messages template via WhatsApp depending on the Tag (can be done via Make.com or Workflows).
