Capture form leads and immediately engage via WhatsApp with personalized messages

When someone submits a Fluent Forms form, this workflow sends them a WhatsApp text through Lancepilot using the number and name they entered. Free-form text only reaches people who messaged you in the last 24 hours.

Fluent Forms

Lancepilot

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2 steps Setup ~5 min Used on 1.7k sites Free to import

The Capture form leads and immediately engage via WhatsApp with personalized messages workflow on the FlowMattic canvas, with 2 steps across Fluent Forms, Lancepilot — The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

A lead who fills in your form is waiting to hear back, and WhatsApp is where many of them read messages first. This workflow takes each new form entry and sends a WhatsApp text to the phone number the person gave, with their name or other answers mapped into the message.

The Fluent Forms trigger fires on every new submission and passes all of its answers on. The second step uses the Text Message action from Lancepilot, which sends a text to a WhatsApp number in your Lancepilot workspace. You map the phone field to the recipient and write the message body, pulling in any submitted field.

There is one limit you need to know before you rely on this. WhatsApp only delivers free-form text within 24 hours of the person messaging your business number. A new lead who has never written to you usually won't receive this text. For first contact, switch the action to Lancepilot's Send Template Message, which sends a message template that WhatsApp has approved. Task History shows the response for each run, so you can see when a message was refused.

Reply on WhatsApp to a chat-first enquiry form

Your site asks visitors to message you on WhatsApp and then fill in a short form. Because they wrote to your number first, the Lancepilot text can reach them with their details filled in.

Confirm a callback request

A Fluent Forms callback form collects a name, number and preferred time. With an approved template in place of the free-form text, each person gets a WhatsApp note confirming you have their request.

Follow up on a support form from an existing chat

Customers already talking to your support number fill in a form with order details, and the workflow sends them a WhatsApp text that repeats what they submitted.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

Step 1Trigger
Fluent Forms New Form Submission
Runs each time a visitor submits a Fluent Forms form on your WordPress site. The phone number, name and every other answer become available to map into the WhatsApp message.
Step 2Action
Lancepilot Text Message
Sends a WhatsApp text message to a number through your Lancepilot workspace. Map the form's phone field to the recipient and build the message from submitted fields. WhatsApp only delivers free-form text within 24 hours of the person messaging you.

What you need

FlowMatticCore
Fluent Forms PluginPlugin
Lancepilot AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

To reach leads who have never messaged you, replace this step with Lancepilot's Send Template Message action and pick a template WhatsApp has approved.
Add a Filter after the trigger that continues only when the phone field is not empty, so the Lancepilot step isn't called for entries without a number.
Ask for the number with its country code in your Fluent Forms field, then send a test entry with your own number and check Task History for Lancepilot's response.

Questions about this workflow

Will a brand-new Fluent Forms lead receive the Lancepilot text?

Usually not. WhatsApp only delivers free-form text within 24 hours of the person messaging your business number. For people who have never written to you, use Lancepilot's Send Template Message action with an approved template.

Can the WhatsApp message include the lead's name?

Yes. Every field from the Fluent Forms submission can be mapped into the message body, so you can greet the person by name or repeat what they asked about.

Do I need a Lancepilot account to use this workflow?

Yes. The message is sent through a workspace in your Lancepilot account, which you connect when you import the workflow, with Fluent Forms installed on the same WordPress site as FlowMattic.

What happens if Lancepilot refuses the message?

The response from Lancepilot is recorded on that step in Task History, so you can see why the message was not sent. The form entry itself is saved in Fluent Forms as usual.