WhatsApp Forms (Flows)

Overview

WhatsApp Forms, built on Meta’s WhatsApp Flows, let you collect structured information directly inside a chat, without sending customers to an external website. Use them for lead qualification, appointment booking, feedback, order details, and any scenario where you need clean, structured answers instead of free-text replies.

Creating, Testing & Sending Forms

This video covers:

1. Creating a WhatsApp Form in Zacx
2. Testing the form before it goes live
3. Sending the form to a customer

Automating WhatsApp Forms

Once your form is ready, the real power comes from automating how it’s sent and how responses are handled. This is taught as a two-part lead qualification use case.

Part 1: Sending Forms in Bulk & via Automation (incl. CTWA Ads)

This video covers:

1. Sending forms to customers in bulk broadcasts
2. Triggering forms automatically through automations
3. Sending forms from Click-to-WhatsApp (CTWA) ad automations

Part 2: Auto-Qualifying Leads from Form Responses

This video covers:

1. Auto-tagging contacts based on their form answers
2. Branching automations based on specific responses
3. Filtering and reviewing form responses

Explore More Use Cases

Have a unique use case you’d like to explore? Our team is here to help!

Connect with our chat support to discuss your specific forms and automation needs and get personalized guidance for your business.