SHEET-TRIGGERED RECIPE

Quote request.

Instant row. Rows come from quote forms, job-management tools that export requests. A new row starts a two-way WhatsApp journey: ask for photos of the job → wait for reply → notify the estimator.

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Category
New enquiries
Meta template category
Utility
Send
Within 5 minutes of the row
Stops when
Photos received, or the wait ends

SET UP

1. The sheet.

Only Phone is required, with the country code. The other columns personalise the message and help your team when the customer replies. Keep the column names in row 1 and don’t leave blank rows.

  • Name: used in the message or for your team
  • Phone: required, with country code (for example +61 412 000 184)
  • Job: used in the message or for your team
  • Suburb: used in the message or for your team
  • Consent (recommended): record that the person agreed to WhatsApp messages, and when
Quote request · Sheet1
ABCDE
1NamePhoneJobSuburbConsent
2Sarah+61 412 000 184Hot water systemBrightonYes
3Tom+61 433 000 912Leaking tapCoburgYes
4Ana+64 21 000 457Switchboard upgradeRichmondYes

Row 1 holds the column names. The highlighted row is the newest: adding it starts the journey. Example data only.

DATA IN

2. How the rows get there.

Instant row. These tools can add a row for each new record. Pick yours for step-by-step setup.

JotformBuilt in: Google Sheets integration
→
WPFormsWPForms Google Sheets addon (Pro licence or higher)
→
Gravity FormsZapier: Form Submission
→
Zoho CRMZoho Flow: Zoho CRM trigger → Google Sheets “Create row”
→
PipedriveZapier: New Deal
→
AirtableAirtable Automations: “Append a new row to a spreadsheet” (paid plans)
→

See all data sources →

TEMPLATES

3. The messages.

Within 5 minutes of the rowUtility
Hi {{1}}, thanks for your {{2}} request. Could you send a couple of photos so we can quote?

{{1}} = Sarah

{{2}} = Hot water system

2 days after the quote is sentMarketing
Hi {{1}}, any questions on your {{2}} quote? We have availability next week if you’d like to go ahead.

Example wording. Submit your own version to Meta as a template; Meta confirms the category. Marketing templates need marketing consent and an opt-out.

BUILD

4. Build it in ConvoHut.

  1. 01

    Create the automation. In ConvoHut, open Automations, then Create Automation. Name it and tick the markets you message.

  2. 02

    Choose the trigger. Pick New Sheet Row. Choose the spreadsheet and tab, and map Phone (required) plus Name.

  3. 03

    Add the first message. Add a Send Message node with your approved template. Map each variable to a column.

  4. 04

    Wait for a reply. Add Wait for Reply. On Reply, add Notify Me so your team picks it up in the inbox.

  5. 05

    Handle no reply. On Timeout, add the follow-up template, then End Flow.

  6. 06

    Pass compliance and activate. ConvoHut checks consent rules and the opt-out for each market you picked. Then click Activate Now, and test with your own number first.

SHEET TRIGGERNew Sheet Row
SEND MESSAGEquote_v1
WAIT FOR REPLYTimeout: 4h
On Reply
NOTIFY MENotify the team
On Timeout
SEND MESSAGEFollow-up template

GET IT RIGHT

5. Measure and avoid.

What to measure

  • Photos received
  • Quotes sent within a day
  • Quote win rate

Mistakes to avoid

  • Following up on quotes the customer hasn’t received
  • Chasing more than twice
  • Discounts in a utility template

FAQ

Questions.

Do I need to change how my tools work?

No. Keep using your form, booking or accounting tool. You only need it to add a row to a Google Sheet for each new record, which most tools can do directly or through Zapier or Make.

What if a row has no phone number, or a bad one?

ConvoHut needs a phone number with the country code. Rows without one are skipped, so validate the phone field in your form or export.

Will editing an old row send another message?

A new row starts the journey. Turn on Fast Edit Detection if you want edits to phone, name or email to update the existing contact within seconds.

Is this marketing or utility?

For this recipe we suggest utility. Meta decides the category when it reviews your template. Marketing needs marketing consent and an opt-out.

MORE

Related recipes.

Website enquirySend an approved welcome → wait for reply → notify the ownerOpen →Ad lead formWelcome within minutes → wait for reply → hand to salesOpen →Missed-call callbackApologise and ask how you can help → wait for reply → notify the teamOpen →

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