💬 Chase unanswered quotes by SMS with Twilio and a webhook
⚡ 16 views · 💬 Lead Nurturing & AI Sales Agents
Description
Quick overview
This workflow receives new quote details via webhook and uses Twilio to send timed SMS follow-ups to the customer, checking Twilio for inbound replies before each nudge and notifying the business owner when the customer replies or when the chase closes.
How it works
- Receives a POST webhook request with quote details (customer phone, name, job, amount, and optional quote URL) and immediately returns a JSON response.
- Normalizes the incoming data, builds three personalized nudge messages, and calculates follow-up times in your configured time zone.
- If the phone number and required settings are valid, sends an SMS to the owner’s cell via Twilio confirming the chase has started.
- Waits until the first scheduled follow-up time, then calls the Twilio Messages API to check whether the customer has replied since the chase started and only sends nudge #1 if no reply is found.
- Repeats the same wait-and-check process for nudge #2 and nudge #3, stopping immediately and texting the owner if a reply is detected.
- If no reply arrives after the third nudge, sends an SMS to the owner via Twilio indicating the chase is closed.
Setup
- Add a Twilio account credential in n8n (Account SID/Auth Token) and select it for the Twilio SMS nodes and the Twilio Messages API HTTP requests.
- In “Your settings”, set your Twilio phone number (From), the owner cell number (To), business name, time zone, and optionally adjust the wait intervals and nudge message templates.
- Activate the workflow and configure your quoting system (or form/CRM) to POST the quote payload to the production webhook URL.
Requirements
- A Twilio account with an SMS-capable phone number
- An n8n instance that can receive webhooks (Cloud or self-hosted)
- A quoting tool, form or CRM that can send a POST request when a quote goes out
Customization
- Change the wait between nudges in Your settings (for example 1 day, 3 days, 7 days)
- Rewrite the three nudge messages to match how your business talks
- Swap the owner texts for Slack, email or a CRM update if you prefer
🔗 Nodes Used
HTTP Request, Twilio, Webhook
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File