1.Detect new sample-request tag
Integrate Keap and contact tag workflows to filter to sample-request tagged contacts and map phone to chat number and first name placeholders.
Send immediate welcome message after sample request tag
Automatically watch for new sample-request tags on contacts across Keap. Send a timed WhatsApp welcome when tags are added or sample requests appearβso you can message promptly, reduce duplicate outreach, and route replies without manual follow-up.
How this automation delivers instant sample-request welcomes
When sample-request tags appear but welcomes lag, fulfillment and CX miss the moment to act. This automation monitors tag additions and delays delivery, then sends a timed WhatsApp welcome and routes repliesβso your team can respond fast.
Keapor swap with your favorite app
2.Wait 15 minutes before sending
Integrate Delay by Zapier and automation timing tools to pause 15 minutes to prevent immediate duplicates before outreach.
Delay by Zapieror swap with your favorite app
3.Send WhatsApp welcome message
Integrate TimelinesAI and WhatsApp messaging tools to send the welcome with name and shipping link, and route replies to your team inbox.
TimelinesAIor swap with your favorite app
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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