WhatsApp Forms for Seamless Lead Collection

What are WhatsApp Forms?

Why send WhatsApp users to external forms when you can offer seamless, native forms directly within WhatsApp? WhatsApp Forms guides users through processes such as booking appointments, placing orders, or resolving issues—all without human intervention.

API integrationReceive form information and automatically send it to your preferred CRM or management software. Automate time-consuming tasks effortlessly.

CustomizableDesign flows tailored to your business needs, from simple FAQs to complex customer journeys.

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WhatsApp Forms Unique Use Cases

Check out multiple ways you can use WhatsApp forms for your business

Streamline Lead Qualification & Data Collection

Guide users through a well-designed flow to qualify leads and capture crucial information.

This allows you to effortlessly collect valuable user information without requiring real-time communication. It's a quick and efficient way to collect useful user information, making it ideal for businesses of all sizes.

Conduct Surveys & collect feedback directly within WhatsApp

Use WhatsApp Forms to conduct surveys seamlessly. Collect feedback, preferences, or opinions from your audience.

This simplifies data collection and enables you to gather insights in a user-friendly way, directly through WhatsApp.

Seamlessly process Loan Applications

WhatsApp Forms is a great way to process loan applications, offering a smooth, user-friendly experience.

Fintech Businesses can use these forms to:
✅Display pre-approved loan amounts with customisable terms like repayment periods.
✅Allow users to choose disbursement and payment methods.
✅Authenticate user identity for secure applications.

This use case is perfect for pre-approved loans, credit card offers, loan calculators, and more.

Simplify Insurance sales

Businesses can create WhatsApp forms to:

✅Collect user preferences (e.g., members covered, health risks, premium amounts).
✅Offer personalised insurance quotes based on the user’s inputs.
✅Enable users to customise and select their ideal plan.

This is an excellent way to enhance the user experience for insurance quotes, renewals, and onboarding processes.

Collect Purchase Intent

Understand what your customers want by using WhatsApp Forms to gather purchase intent.

Using WhatsApp forms, you can:
✅Collect customer data, such as name and contact details.
✅Allow users to indicate their interests in specific products or services.

You can use this data to create targeted sales campaigns and personalized promotions that resonate with your audience.

Drive conversions with Personalized Offers

Help users reach purchase decision easily with tailored offers via WhatsApp Forms.

Let users:
✅Select products they’re interested in and specify their budget.
✅Receive personalised recommendations on what to purchase.
✅Get clear instructions on completing their purchase seamlessly.

Not just for products, you can drive event ticket sales and boost conversions for your services.

WhatsApp Forms Use-Cases

Here’s how you can effectively use a WhatsApp Lead Generation Form for different scenarios:

Talk to Sales

Placing Orders

Collect product choices, quantities, and delivery preferences through the form. Integrate payment options for a smooth and complete shopping experience.

Event Registration

Design the form to capture attendee details, then confirm their registration and send event information directly via WhatsApp.

Booking Appointments

Customize forms for your health center and gather key details like the customer’s name, contact info, and preferred appointment time. Automatically confirm the booking through WhatsApp.