How to connect WhatsApp to Microsoft Forms | Callbell

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

To proceed you must have an account Callbell and an account of Microsoft Forms

What is Microsoft Forms?

Microsoft Forms is an online tool that allows users to create online surveys, quizzes, and tests. Forms created with Microsoft Forms can be used to collect information, opinions, or feedback from a group of people. This tool is part of the Microsoft Office 365 online application suite and easily integrates with other Microsoft applications such as Excel, SharePoint, and Teams.

Microsoft Forms offers a variety of question types, including multiple-choice, open-ended, ranking, and Likert scale questions. It also allows you to add images and videos to the forms and customize the design with themes and colors. Forms created with Microsoft Forms can be shared via links or embedded on websites and can be exported to Excel for analysis.

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 Microsoft Forms

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

1) Create an account Callbell and integrate WhatsApp Business API

2) Create an account Microsoft Forms.

After completing that step, you will be able to use the Callbell API documentation to link your business WhatsApp account with Microsoft Forms according to your requirements.

We present you some interesting cases that illustrate how to take advantage of this integration and optimize business processes.

1) Get WhatsApp leads with the help of Microsoft Forms through Callbell 

With this integration, it will be possible to automatically synchronize the contacts generated in Microsoft Forms with Callbell.

For example, from a form in Microsoft Forms where the objective is to collect WhatsApp contacts and grow your list of potential clients, qualifying them with questions and relevant information. It will be possible to create a new contact within Callbell each time a person fills out the Microsoft Forms.

This works very well when you want to quickly populate a list of contacts to later run an advertising campaign. Since the contacts are created automatically within Callbell, you will be able to send messages quickly and easily.

2) Automatically send a WhatsApp message to users who fill out a Microsoft Forms 

This implementation comes hand in hand with what we discussed above. Thanks to it we will have the possibility of sending (in a totally automated way) a WhatsApp template to all users who will complete the Microsoft Forms that you will have connected via API to Callbell. In this way, you will have the process almost fully automated and on autopilot. 

Let’s take an example:

You have just created a Microsoft Forms where in question 1 you ask for the reason for the contact inquiry and in question 2 you ask for the phone number.

Suppose we want to send this WhatsApp message template.

Hello, thank you for completing this form, our team will contact you as soon as possible and help you resolve your query about {{1}}.

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.