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When a new lead is created in Outgrow, send a notification via WhatsApp Cloud API

When Outgrow records a new lead from your quizzes, calculators or other interactive content, this workflow sends a WhatsApp text message through the WhatsApp Cloud API with the lead’s details mapped in.

Outgrow WhatsApp Cloud API
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2 steps Setup ~5 min Used on 2.2k sites Free to import

The When a new lead is created in Outgrow, send a notification via WhatsApp Cloud API workflow on the FlowMattic canvas, with 2 steps across Outgrow, WhatsApp Cloud API
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Outgrow captures leads through interactive content such as quizzes and calculators. Those leads are most useful while the person still remembers your content, so you want to know about them quickly. This workflow sends a WhatsApp message each time Outgrow creates a lead.

The Outgrow New Lead trigger fires when a new lead is created. FlowMattic passes the lead's data to the WhatsApp Cloud API Send Text Message action, which sends a free-form text from your WhatsApp business number. You write the message and drop in values from the lead.

There is one limit to plan around. WhatsApp only delivers free-form text to someone who has messaged your business number within the last 24 hours. A brand-new lead usually has not, and a teammate getting alerts may not have either, so many of these messages will not arrive as imported. For reliable delivery, switch the step to Send Template Message and use a template Meta has approved. Task History shows the WhatsApp response for every run, which makes failed sends easy to spot.

Alert a sales rep about quiz leads

A rep who keeps a WhatsApp conversation open with your business number gets a text for each new Outgrow lead, with the answers you mapped in.

Follow up on calculator results

Leads from an Outgrow pricing calculator are sent to the person who prepares quotes, using an approved template once you switch the step.

How this workflow runs

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

  1. Step 1Trigger
    Outgrow New Lead

    Fires when a new lead is created in Outgrow. The lead data from your Outgrow content is passed to the WhatsApp step for mapping.

  2. Step 2Action
    WhatsApp Cloud API Send Text Message

    Sends a free-form WhatsApp text from your business number through the WhatsApp Cloud API. Map the recipient and the message. It only reaches people who messaged that number in the last 24 hours.

What you need

  • FlowMatticCore
  • Outgrow AccountAccount
  • WhatsApp Cloud API 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.

  • Change the action to WhatsApp Cloud API's Send Template Message and pick a Meta-approved template. Templates can be delivered outside the 24-hour window, so alerts to new leads or staff arrive.
  • Add a Filter after the Outgrow trigger so only leads from a particular piece of content, or with a particular answer, send a WhatsApp message.
  • Create a test lead in Outgrow after import, then check Task History to see the values captured and the response WhatsApp returned.

Questions about this workflow

Why didn't the WhatsApp message reach the new Outgrow lead?

Free-form text only goes to people who wrote to your business number in the past 24 hours. A new lead usually has not. Switch the step to Send Template Message with an approved template to reach them.

Can the WhatsApp alert go to my team instead of the lead?

Yes. Set the recipient to a team member's number instead of mapping the lead's. The same 24-hour rule applies, so a template message is the dependable choice.

Do I need a WhatsApp Business account for this Outgrow workflow?

You need a business phone number set up in the WhatsApp Cloud API and connected to FlowMattic. A personal WhatsApp account cannot be used with this action.

Does every Outgrow lead send a message?

Yes, as imported. There is no Filter, so each new lead runs the WhatsApp step once. Add a Filter if you want to narrow it down.

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