Description
Build Interactive WhatsApp Forms Without Leaving the Chat
WhatsApp Flows Module for WhatsMarkSaaS turns everyday WhatsApp conversations into structured, multi-screen experiences. Instead of sending customers to an external landing page, you can collect leads, feedback, bookings and support details right inside WhatsApp, where your audience already is.
Designed as an add-on for WhatsMark SaaS, this module keeps form data connected to your CRM workflow. Submissions can be mapped to contact records, trigger follow-up messages and route work to the right team member, so nothing collected in chat gets lost between tools.
Key Features
- Drag-and-drop flow builder: Design multi-screen WhatsApp flows visually, with no coding required.
- Rich field types: Capture text, longer answers, dates and other details your workflow needs.
- 8 ready-made templates: Start quickly with templates for lead capture, customer feedback, events and more.
- Meta Business Suite sync: Import existing flows from your Meta Business account in a single click.
- Per-field customization: Control labels, internal field names, required status and other settings for each field.
- Live device preview: Check exactly how a flow will look inside WhatsApp before you publish it.
- Flow lifecycle management: Keep flows in draft, published or deprecated states while managing their submissions.
- Submission management: Search, filter and export submissions by phone number, contact name and status.
- CRM field mapping: Map form fields to the matching contact record in WhatsMark SaaS.
- Automated responses: Send a personalized WhatsApp message automatically after a form is submitted.
- Agent assignment: Trigger automated agent assignment from form submissions to speed up support and sales follow-up.
- Webhook integration: Push form data to external systems and connect it with your existing workflow.
- Responsive design: Forms adapt to different screen sizes for a smooth experience on mobile and desktop.
Ideal For
- Lead generation directly inside WhatsApp
- Customer feedback and surveys
- Appointment scheduling without back-and-forth messages
- Event registration
- Support ticket intake and inquiry routing
- SaaS owners, agencies, marketing teams and support or sales teams using WhatsMark in a multi-tenant setup
Please Note
This module requires a WhatsMark SaaS account to function. Detailed installation and setup guidance is provided within the module documentation.
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