How to connect WhatsApp to Jotform | Callbell

In this article we will analyze how your company can connect WhatsApp to Jotform, using the Callbell API.

To proceed you must have an account Callbell and an account of Jotform.

What is Jotform?

Jotform is an online platform that allows users to create custom forms and effectively collect data. Jotform provides a wide variety of form templates, customization tools, and integration options with other applications and online services.

Users can create contact forms, surveys, registration forms, order forms and much more. The collected data can be viewed and managed on the platform or exported to other formats, such as Excel or Google Sheets.

Jotform also offers security tools to protect the data collected, as well as integrations with automation tools and payment services for more advanced functionality.

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 Jotform – 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 Jotform. 

Once this is done, you can start using theCallbell API documentation to connect your company WhatsApp account to Jotform 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 Jotform 

With this implementation, it will be possible to automatically synchronize the contacts generated in Jotform with Callbell.

For example, let’s imagine creating a Jotform 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 Jotform, 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 Jotform form

This implementation is even more interesting. Thanks to it we will have the possibility of sending (in a totally automated way) a WhatsApp template to all the users who will complete the Jotform 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 Jotform where in question 1 you ask for the name of the contact and in question 2 you ask for the phone number.

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 message template variable populate with the information entered in question 1 and then the message is sent to the WhatsApp number entered in question number 2.

How to integrate WhatsApp to Jotform 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).

If your IT team doesn’t have the capacity or you want to save valuable deployment time, you can use the official integration of Callbell with Zapier to connect WhatsApp to Jotform. One of the strengths of using Zapier is precisely the ease and speed of integration. Instead, the downside is Zapier’s cost.

With the integration of Callbell and Jotform 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 Jotform

3) Create an account Zapier

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