In this article we will see how your company can unite WhatsApp to Tally, using the Callbell API.
To make it possible you must have an account Callbell and an account of Tally.
This is online software for creating custom forms and automating workflows.Tally allows users to easily and efficiently create forms that can be used to collect information from customers, employees, vendors, and more.
Additionally, Tally offers the ability to automate workflows using rules and conditional logic. This means that automatic actions and notifications can be set based on the responses provided in the form, saving time and improving efficiency in business process management.
What is Callbell?
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 Tally.
After completing the setup process, you will have access to the Callbell API documentation to integrate your business WhatsApp account with Tally 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 usingforms with Tally.
The implementation of this integration will allow the automatic synchronization of the contacts generated in Tally with Callbell. A practical application would be to create a smart form that surveys your potential client in Tally where people can respond quickly and in a personalized wayto collect WhatsApp contacts and classify them.
With the help of Callbell’s API connection, every time someone fills out the Tally, a new contact will be automatically generated in the Callbell platform, which will contain all the information collected in the form.
2) Automatically send a WhatsApp message to users who fill out a form in Tally
This integration allows the automated sending of a WhatsApp template to all users who complete the video form in Tally, 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 specific information about each user, such as her name or the information that was collected in the video form of Tally.
We give you an example:
Let’s imagine that you have designed a form in Tally that includes a question for the name and another for the phone number of the contact and you place it on your website. Now, every time a person enters your website, sees the form and answers the questions on it, this information is saved and stored. If you want to send a personalized message via WhatsApp to each user who completes the form, you can make use of the integration between Tally and Callbell through the API.
For example, you can create a rule that takes the template of the custom message you want to send via WhatsApp, including variables that will be automatically filled in with the information provided by the user in the form, such as their name.
In this way, the elaborated rule will allow sending the personalized message to the telephone number entered by the user in the corresponding question of the form. Thanks to this integration, communication with customers can be automated and optimized in an effective, interactive and personalized way.
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 Tally. 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 Tally 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 Tally
3) Create an account Zapier
Once this is done, you just have to connect Callbell and Tally to Zapier and program the necessary zaps for the operations you want.
Frequent Questions
What is Tally?
This is online software for creating custom forms and automating workflows. Tally allows users to easily and efficiently create forms that can be used to collect information from customers, employees, vendors, and more.
Additionally, Tally offers the ability to automate workflows using rules and conditional logic. This means that automatic actions and notifications can be set based on the responses provided in the form, saving time and improving efficiency in business process management.
What is Callbell?
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 Facebook page, a WhatsApp account through the WhatsApp Business, Instagram Business and Telegram APIs to centralize support channels and provide a better end-customer experience, 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.
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
