How to connect WhatsApp to Formstack | Callbell

Today we are going to see how companies can connect WhatsApp to Formstack, using the Callbell API.

To proceed you must have an account Callbell and an account of  Formstack

What is Formstack ?

Formstack  is an online form creation and data management tool that allows users to create custom forms and collect data efficiently.

This tool offers a wide variety of customizable form templates and design tools, allowing users to create forms to suit their specific needs. Forms can be embedded into websites, blogs, or sent directly via email, allowing for greater flexibility in data collection.

In addition to form creation, Formstack  also offers workflow and automation tools that help users automate tasks and processes related to data collection and management. The platform also offers options for data analysis. As you can see, this tool is very complete and ideal for all types of companies.

What is Callbell?

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.

Specifically, Callbell allows you to unify all conversations from different IM channels on a single dashboard, allowing sales and support teams to respond faster and more effectively to customers, without having to switch between applications. . Callbell has implemented a number of automation tools that allow you to send predefined responses to customers based on their requests or initiate an automated customer service process based on your needs.

Advanced analytics and reporting allow you to monitor team performance, conversation metrics, and the effectiveness of communication strategies used.

How to integrate WhatsApp to Formstack  – Main method

If you haven’t already done so, you must first:

1) Create an account Callbell and integrate WhatsApp Business API

2) Create an account Formstack. 

Once this is done, you can start using the Callbell API documentation to connect your company WhatsApp account to Formstack  according to your needs.

Here are some interesting examples of how to take advantage of this integration and improve business processes.

1) Generate WhatsApp leads using Formstack 

With this implementation, it will be possible to quickly and automatically sync and collect contacts generated in Formstack with Callbell.

For example, let’s imagine creating a Formstack  where the objective is to collect WhatsApp contacts, qualifying them with a series of questions and information. Thanks to Callbell’s API connection, every time a contact fills in this information in Formstack , a new contact will be created within the Callbell platform with all the information collected in the form.

2) Automatically send a WhatsApp message to users who fill out a Formstack  form 

This is where things get good. Thanks to it we will have the possibility of sending (in a totally automated way) a WhatsApp templateto all the users who will complete the Formstack  that you will have connected via API to Callbell.

Not only that, it will also be possible to enter variables within the WhatsApp message sent, for an even more personalized service. 

Let’s take an example:

You have just created a form in Formstack  where in question 1 you ask for the name of the contact or potential customer and in question 2 you ask for the phone number or contact information.

Suppose we want to send this WhatsApp message template.

Hello {{1}}, thank you for completing this form, our team will contact you as soon as possible.

Thanks to the API implementations, it will be possible to create a rule that makes the variable in the message template populate with the information entered in question 1 and then send the message to the WhatsApp number entered in question number 2.

How to integrate WhatsApp to Formstack  with Zapier – Alternative method

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).

This is how you can use the official integration of Callbell with Zapier to connect WhatsApp to Formstack . One of the strengths of using Zapier is precisely the ease and speed of integration.

With the integration of Callbell and Formstack  through Zapier, companies can automatically create new contacts by leveraging Callbell Webhooks. This allows companies to have a complete and up-to-date view of customer interactions and 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 Formstack

3) Create an account Zapier

Once this is done, you just have to connect Callbell and Formstack  to Zapier and program the necessary zaps for the operations you want.