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Send appointment SMS follow-ups with Typeform, Twilio and Google Sheets

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Created by: David S || david-s
David S

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Last update 9 hours ago

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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

More where this came from →Orchestrate Academy