In this article we will analyze how your company can connect WhatsApp to Form Site, using the Callbell API.
To proceed you must have an account Callbell and an account of Form Site
Form Site is an online form builder that allows users to create custom forms and online surveys to collect information from their customers, followers, users and website visitors. With Formsite, users can easily create high-quality forms and surveys by selecting templates and customizing form design and content, including text fields, multiple selection, checkboxes, dropdowns, file uploads, among others.
Data collected by forms can be viewed, analyzed, and exported to a variety of formats. Additionally, this tool offers integrations with other web applications and services, such as CRM and marketing automation tools.
Callbell is a SaaS B2B platform focused on communication between companies and customers through messaging platforms. It is a collaborative chat tool to which companies can connect their page Facebook, a WhatsApp account through WhatsApp Business API, Instagram Business and Telegram to centralize support channels and provide a better experience to the end customer, all in a centralized solution.
With Callbell, you can centralize all your conversations from multiple IM channels on a single platform, allowing sales and support teams to respond faster and more effectively to customers without having to switch apps. In addition, Callbell has built in automation tools that allow you to send predefined responses to customers based on their requests or initiate automated customer service processes based on your needs.
With Callbell’s advanced analytics and reporting, you can monitor team performance, conversation metrics, and the effectiveness of communication strategies used.
If you haven’t already done so, you must first:
1) Create an account Callbell and integrate WhatsApp Business API
2) Create an account Form Site.
Once this is done, you can start using the Callbell API documentation to connect your company WhatsApp account to Form Site according to your needs.
Here are a couple of examples of how to take advantage of this integration and improve business processes.
1) Create and get contacts and leads on WhatsApp using Form Site
By means of this implementation, the contacts generated in Form Site will be automatically synchronized with Callbell.
For example, if we create a Form Site to collect WhatsApp contacts and qualify them through a series of questions, the Callbell API connection will allow the creation of a new contact on the platform each time someone completes the form on the Form Site, with the totality of the information that has been collected.
2) Automatically send a WhatsApp message to users who fill out a Form Site form
This implementation is extremely interesting, since it allows the automated sending of a WhatsApp template to all users who complete the Form Site, which will connect via API to Callbell.
In addition, variables can be introduced within the WhatsApp message to provide an even more personalized service.
I give you an example:
Let’s imagine that you have created a form on Form Site with a question for the name and another for the phone number of the contact. Now, suppose you want to automatically send a personalized WhatsApp message to each user who fills out the form.
To achieve this, you can use the integration of Form Site with Callbell through the API. For example, you can create a rule that takes the message template you want to send via WhatsApp, including variables that will be automatically filled in with the information entered by the user in the form, such as the name.
Thus, the elaborated rule will allow sending the personalized message to the telephone number entered by the user in the corresponding question of the form.
With this integration, communication with customers can be effectively automated and streamlined.
Zapier is a service that allows automating operations between web applications. It works by creating “zaps”, which are automation rules that are triggered by certain events (such as creating a new item in a list or receiving a new message). When a zap is triggered, Zapier can perform a specific action (like creating a new contact in a CRM).
If you don’t have the capacity or want to save deployment time, an alternative is to use the official Callbell integration with Zapier to connect WhatsApp to Form Site. One of the biggest benefits of using Zapier is the ease and speed with which it can be integrated. However, it is important to note that one drawback is the cost associated with its use.
The Callbell and Form Site integration through Zapier allows companies to automatically generate new contacts using Callbell Webhooks. This provides a complete and up-to-date view of customer interactions, allowing them to better understand their needs and preferences.
If you haven’t already done so, you must first:
1) Create an account Callbell and integrate it to WhatsApp
2) Create an account Form Site
3) Create an account Zapier
Once this is done, you just have to connect Callbell and Form Site to Zapier and program the necessary zaps for the operations you want.
Frequent Questions
What is Form Site?
Form Site is an online form builder that allows users to create custom forms and online surveys to collect information from their customers, followers, users and website visitors. With Formsite, users can easily create high-quality forms and surveys by selecting templates and customizing form design and content, including text fields, multiple selection, checkboxes, dropdowns, file uploads, among others.
Data collected by forms can be viewed, analyzed, and exported to a variety of formats. Additionally, this tool offers integrations with other web applications and services, such as CRM and marketing automation tools.
How to integrate WhatsApp to Form Site with Zapier?
Zapier is a service that allows automating operations between web applications. It works by creating “zaps”, which are automation rules that are triggered by certain events (such as creating a new item in a list or receiving a new message). When a zap is triggered, Zapier can perform a specific action (like creating a new contact in a CRM).
If you don’t have the capacity or want to save implementation time, an alternative is to use the official Callbell integration with Zapier to connect WhatsApp to Form Site. One of the biggest benefits of using Zapier is the ease and speed with which it can be integrated. However, it is important to note that one drawback is the cost associated with its use.
About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct
