WhatsApp Forms & Lead Capture in WhatZCRM help you convert conversations into qualified contacts, right inside WhatsApp. Build no‑code, interactive forms (WhatsApp Flows), auto‑enrich profiles with CRM data, and trigger workflows the moment someone submits.
Shorter paths. Cleaner data. Faster follow‑ups.
Stop sending people to external pages and losing them along the way. With WhatsApp Business API and no-code drag-and-drop widgets, WhatZCRM lets you ask, validate, and submit information directly in chat, so prospects never leave the thread. That means higher completion rates, richer context, and instant automation.
Reduce drop-offs with seamless, in-chat forms that keep prospects engaged without leaving WhatsApp.
Auto-create and update contacts with rich 360° profiles and tags for comprehensive customer insights.
Prefill forms dynamically using CRM data like {{name}}, {{email}}, {{stage}} for faster completion.
Personalize flows with conditional logic, branching, and validation for tailored user experiences.
Embed forms in broadcasts, templates, chatbots, and workflows for maximum reach and engagement.
Fully compliant with WhatsApp Business API and opt-in rules for secure and legitimate operations.
Transform your WhatsApp conversations into powerful lead generation and customer engagement tools with interactive forms that work seamlessly within the chat experience.
Spin up lead gen forms in minutes. Auto‑tag by source, campaign, geo, product interest, or department for instant qualification and routing.
Offer time slots, capture preferences, and push confirmed bookings to Google/Outlook/Calendly with reminders, no back‑and‑forth required.
Qualify by budget, use case, and timeline; trigger deal creation and notify the right rep in real time for immediate follow-up.
Gather shipping details or invoice info, then pass to Pay Now flows or send an invoice via WhatsApp with automatic reminders.
Collect order IDs, attachments, and priority; open tickets and assign via skills‑based routing for efficient customer support.
Run quick feedback, CSAT, or post‑purchase surveys inside WhatsApp; push results to dashboards for actionable insights.
Capture RSVPs with custom fields; auto‑send calendar invites and reminder sequences to boost attendance rates.
Route by department (Sales, Support, Billing, Ops) with department‑level WhatsApp numbers and team analytics for organized workflows.
Simple 5-step process to create, deploy, and optimize interactive WhatsApp forms that convert conversations into qualified leads.
Use drag‑drop widgets (inputs, lists, file upload, buttons) Add validation rules and conditional branches Prefill with CRM variables for fewer taps
Embed your form (Flow) into Meta‑approved templates Link from chatbots & drip campaigns Integrate with automated workflows
Target by tags, lifecycle stage, geography Use UTM parameters or custom filters Precise audience segmentation
Auto‑create/update contacts and tag by answers Open deals/tickets and assign to agents Trigger automated journeys and workflows
Track impressions, starts, completions, drop‑off steps Monitor clicks, replies, and revenue attribution Use WhatZCRM Analytics for optimization
Transform your business operations with interactive WhatsApp forms designed for teams that need to capture, qualify, and convert leads efficiently within the chat experience.
Qualify leads, book demos, and capture checkout details without a landing page. Streamline your sales process directly within WhatsApp conversations.
Triage issues fast with structured forms and route to the right agent. Collect order IDs, attachments, and priority levels efficiently.
Drive registrations and confirmations from a single message. Capture RSVPs with custom fields and auto-send calendar invites with reminder sequences.
Collect KYC, billing, and documentation securely with audit trails. Streamline administrative processes with structured data collection.
Hear from professionals who have transformed their lead capture and form processes with WhatZCRM's WhatsApp Forms
"Form submissions go straight into the CRM with tags and deal stages. Our qualification time dropped by 60%."
"We replaced landing pages with WhatsApp Forms and saw a 32% lift in lead capture, no dev work needed."
"Appointment forms + auto‑reminders cut no‑shows drastically. The analytics made it easy to prove ROI."
Find answers to common questions about WhatsApp Forms and Lead Capture
Interactive, in‑chat forms (aka WhatsApp Flows) built on the official WhatsApp Business API, managed and automated inside WhatZCRM.
No. Forms open and submit inside WhatsApp, reducing drop‑offs and context switching for a seamless user experience.
Yes. WhatZCRM provides a no‑code, drag‑and‑drop form builder with validation, branching, and dynamic variables.
Absolutely. Use CRM variables (e.g., {{name}}, {{email}}, {{plan}}) to prefill and speed up completion.
Yes, embed forms in Meta‑approved templates, broadcasts, chatbots, and automation flows for maximum reach.
Real‑time form starts/completions, CTR, drop‑offs, step analytics, replies, and revenue attribution inside WhatZCRM Analytics.
Yes. Auto‑tag, create deals/tickets, notify teams, start sequences, and route via Unified Team Inbox.
Yes. Collect documents, images, and PDFs securely, and store or forward via integrated drives.
Yes. We use the official WhatsApp Business API and approved templates with opt‑in/opt‑out controls.
Most teams publish their first form in under 30 minutes using our no‑code builder and template attachments.
Every form submission becomes a richer profile, a routed conversation, and a measurable outcome in WhatZCRM.