Workflow templates / Sales & leads
Send form answers to your CRM
A WhatsApp form answer reaches your CRM and your team.
Works with: WhatsApp, A connected app
How it works
- A form comes in
- The lead is marked and sent to your CRM
- A person takes over
Steps in the workflow: Trigger, Change stage, Call a tool, Hand to the team.
Who it is for
Sales teams using WhatsApp forms.
Good to know
- What are the channel limits?
- On WhatsApp, a business can message first only with an approved template (needs a WhatsApp Business account); free-form replies work within 24 hours of the customer's last message. It sends one message per recipient per run, and replies need a separate trigger.