WHATSAPP FORM
Turn WhatsApp Conversations Into Smart Lead Forms
Collect customer information directly through WhatsApp, qualify leads and trigger the right business workflow automatically.
HB
HelloBotz FormLead capture
How WhatsApp Form Works
Create Form↓
Add Questions↓
Connect WhatsApp↓
Customer Responds↓
Data Captured↓
Automation↓
CRM / Team
Form Builder
Name
Phone
Email
Dropdown
Multiple Choice
Text
Date
Location
Custom Question
Drag → Configure → Save · Form Published ✓
🖼️
WhatsApp Form on SmartphoneStep-by-step questions collecting lead details in chat.Data Capture
| Name | Requirement | City | Status | ||
|---|---|---|---|---|---|
| Rahul | +91 XXXXX | rahul@email.com | Demo | Delhi | New |
New Lead Created ✓ — structured data for your configured workflow.
Automation
Form Completed↓
Save Data↓
WhatsApp Confirmation↓
Notify Team↓
Create / Update Lead↓
Follow-up
🖼️
Form Builder + Customer DataDashboard visual for form fields and captured leads.Use Cases
Lead Generation
Collect qualified leads on WhatsApp.
Demo Booking
Details before scheduling a demo.
Sales Enquiry
Understand customer requirements.
Real Estate
Property type, location and budget.
Education
Student and course requirements.
E-commerce
Product and order enquiries.
Support
Issue details before handover.
Event Registration
Registration information collection.
Form → CRM Flow
WhatsApp Form→
HelloBotz→
CRM→
Sales Agent→
Follow-up
NameDemo Lead
Phone—
RequirementDemo
SourceWhatsApp Form
StatusNew
🖼️
Form → CRM → AutomationWorkflow from WhatsApp answers to team follow-up.Benefits
More Structured Leads
Collect fields in a clear sequence.
Faster Data Collection
Customers reply inside WhatsApp.
Less Manual Work
Reduce copy-paste from chats.
Better Qualification
Ask the right questions first.
Automated Follow-up
Trigger next steps when form completes.
WhatsApp Experience
No separate web form required for basic capture.
Analytics
Illustrative demo metrics.
Forms Completed—Demo Data
Leads Captured—Demo Data
Pending Follow-ups—Demo Data
Conversions—Demo Data
FAQ
A structured question flow on WhatsApp that collects customer details and can trigger automation when completed.
Yes — configure name, phone, email, choices, text and custom fields in the form builder.
Where supported, options can route to demo booking, pricing info, agent assignment or other workflows.
Yes where those integrations are configured for your account.
Outbound business-initiated messages should use approved templates under Meta policy.
