WhatsApp Forms allow businesses to create interactive, native forms that open directly inside WhatsApp, without redirecting users to external websites. This enables seamless data capture while keeping users within the chat interface.
No external links or web pages
Higher engagement and completion rates
Secure and reliable interactions using the official WhatsApp Business API
WhatsApp Forms help businesses design structured conversational flows to collect user information efficiently. These forms guide users step-by-step inside WhatsApp chat.
Common use cases include:
Lead qualification
Customer data collection
Appointment scheduling
Feedback and surveys
Order and service requests
Collected data can be automatically synced with backend systems or CRM tools using API integrations.
Capture essential customer details using guided questions
Reduce dependency on live agents
Improve lead quality through structured inputs
Collect customer feedback, ratings, and preferences
Suitable for post-purchase surveys or service reviews
Allow users to submit loan applications directly in WhatsApp
Display pre-approved amounts
Collect financial and personal details securely
Support identity verification and repayment preference selection
Capture customer requirements and personal details
Provide tailored insurance options based on responses
Simplify the insurance purchase journey
Capture interest in specific products or services
Enable targeted follow-ups and sales conversations
Share customized offers and recommendations
Increase conversions through contextual responses
WhatsApp Forms can be used across multiple business workflows, including:
Order Placement: Collect product details, quantities, and delivery preferences
Event Registrations: Capture attendee information and send confirmations
Appointment Booking: Schedule meetings or service slots
Restaurant Reservations: Collect reservation date, time, and party size
Quotation Requests: Gather customer requirements for customized pricing
Travel Bookings: Capture travel preferences and booking details
Customer Feedback: Automate feedback and rating collection
Forms open natively within WhatsApp chat
No app switching or browser redirection
Data can be pushed to CRMs, dashboards, or internal systems
Supports customized flows based on business logic
Improved customer experience
Higher response and completion rates
Faster data collection and processing
Reduced manual effort and operational overhead
Better sales conversion through personalized journeys