In this article we will analyze how your company can connect WhatsApp to Cognito Forms, using the Callbell API.
To proceed you must have an account Callbell and an account of Cognito Forms.
Cognito Forms is an online form building platform that allows users to create custom forms and collect information efficiently and securely. With Cognito Forms, users can create contact forms, event registration forms, surveys, quizzes, job application forms, and much more.
The platform offers a wide range of customization tools, allowing users to adjust the appearance of their forms to fit their website or app’s branding and design. It is also possible to include advanced features such as conditional logic, conditional fields, integrations with payment services, integrations with marketing automation tools, and much more.
Cognito Forms is designed to be easy to use, so even users with no programming experience can create complex forms with ease. In addition, the platform offers robust security options, including data encryption and two-factor authentication, ensuring that user information is protected at all times.
Callbell is a SaaS B2B platform focused on communication between companies and customers through messaging platforms. It is a collaborative chat tool to which companies can connect their page Facebook, a WhatsApp account through WhatsApp Business API, Instagram Business and Telegram to centralize support channels and provide a better experience to the end customer, all in a centralized solution.
With Callbell, you can centralize all your conversations from multiple IM channels on a single platform, allowing sales and support teams to respond faster and more effectively to customers without having to switch apps. In addition, Callbell has built in automation tools that allow you to send predefined responses to customers based on their requests or initiate automated customer service processes based on your needs.
With Callbell’s advanced analytics and reporting, you can monitor team performance, conversation metrics, and the effectiveness of communication strategies used.
If you haven’t already done so, you must first:
1) Create an account Callbell and integrate WhatsApp Business API
2) create an account Cognito Forms.
After completing the setup process, you will have access to the Callbell API documentation to integrate your business WhatsApp account with Cognito Forms according to your needs.
There are several examples of how this integration can improve your business processes:
1) Create and get contacts and leads on WhatsApp using Cognito Forms
By implementing this integration, the automatic synchronization of contacts generated in Cognito Forms with Callbell will be achieved.
A concrete example would be to create a form in Cognito Forms to collect WhatsApp contacts and classify them through a series of questions. Thanks to Callbell’s API connection, every time someone fills out the form in Cognito Forms, a new contact will automatically be created in the Callbell platform, including all the information collected in the form.
2) Automatically send a WhatsApp message to users who fill out a Cognito Forms form
This integration is very valuable, since it allows the automated sending of a WhatsApp template to all users who complete the form in Cognito Forms, which will connect via API to Callbell.
Another important benefit is that variables can be included in the WhatsApp message to provide an even more personalized service to users. This function allows the message sent through WhatsApp to include information specific to each user, such as their name or the information that was collected in the Cognito Forms form.
I give you an example:
Let’s say you’ve created a form in Cognito Forms with a question for the contact’s name and another for the contact’s phone number. Now, suppose you want to automatically send a personalized WhatsApp message to each user who fills out the form.
To achieve this, you can use the Cognito Forms integration with Callbell via API. For example, you can create a rule that takes the message template you want to send via WhatsApp, including variables that will be automatically filled in with the information entered by the user in the form, such as the name.
Thus, the elaborated rule will allow sending the personalized message to the telephone number entered by the user in the corresponding question of the form.
With this integration, communication with customers can be effectively automated and streamlined.
Zapier is an online task automation platform that allows users to connect different applications and web services to automate workflows and increase efficiency in their daily work.
With Zapier, users can create “Zaps” which are automated workflows that connect two or more apps. For example, a Zap can connect an email application with a project management tool, so that each time a new email is received, a new task is automatically created in the project management tool.
If you don’t have the capacity or want to save time on deployment, another option is to use the official Callbell integration with Zapier to connect WhatsApp to Cognito Forms. One of the most significant advantages of using Zapier is the ease and speed with which the integration can be carried out. However, it is important to note that one potential drawback is the cost associated with its use.
The integration between Callbell and Cognito Forms through Zapier allows companies to automatically generate new contacts using Callbell Webhooks. This integration provides a complete and up-to-date view of customer interactions, helping to better understand their needs and preferences, which is critical to delivering better service.
If you haven’t already done so, you must first:
1) Create an account Callbell and integrate it to WhatsApp
2) Create an account Cognito Forms
3) Create an account Zapier
Once this is done, you just have to connect Callbell and Cognito Forms to Zapier and schedule the necessary zaps for the operations you want.
Frequent Questions
What is Cognito Forms?
Cognito Forms is an online form building platform that allows users to create custom forms and collect information efficiently and securely. With Cognito Forms, users can create contact forms, event registration forms, surveys, quizzes, job application forms, and much more.
The platform offers a wide range of customization tools, allowing users to adjust the appearance of their forms to fit their website or app’s branding and design. It is also possible to include advanced features such as conditional logic, conditional fields, integrations with payment services, integrations with marketing automation tools, and much more.
How to integrate WhatsApp to Cognito Forms with Zapier?
Zapier is an online task automation platform that allows users to connect different applications and web services to automate workflows and increase efficiency in their daily work.
With Zapier, users can create Zaps which are automated workflows that connect two or more apps. For example, a Zap can connect an email application with a project management tool, so that each time a new email is received, a new task is automatically created in the project management tool.
If you don’t have the capacity or want to save time on deployment, another option is to use the official Callbell integration with Zapier to connect WhatsApp to Cognito Forms. One of the most significant advantages of using Zapier is the ease and speed with which the integration can be carried out. However, it is important to note that one potential drawback is the cost associated with its use.
About the author: Hello! I am Alan and I am the marketing manager at Callbell, the first communication platform designed to help sales and support teams to collaborate and communicate with customers through direct messaging applications such as WhatsApp, Messenger, Telegram and Instagram Direct
