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How to Connect any WordPress Forms to Zoho CRM in 2024
Are you looking to connect any WordPress Forms to Zoho CRM? Read…
Are you using a form on your website and wondering how to send WordPress form data to WhatsApp automatically without coding? Well, it’s really simple you will just need a WordPress integration plugin where both the form of your choice and your Whatsapp account will be connected and workflow automation will be done seamlessly.
In today’s fast-paced modern world, from developers to businessmen, marketers, or any other low-code enthusiast, people are continuously looking for ways to establish flawless communication between their clients. WhatsApp being one of the most used and top messaging platforms comes into the picture simply. Everybody can easily send any contact form data automatically to WhatsApp within a few simple steps. As a result, this approach increases user experience along with the surety of trust and communication effectively.
Here, in this article, I have covered everything about sending WordPress form data to WhatsApp without any coding hassle along with a complete step-by-step guide.
Wait! Before diving into details first to know clearly the advantages of sending your site form data to WhatsApp. Here we talked about a few.
Keep in mind these crucial factors before WhatsApp integrations in your site.
First things first, the core WhatsApp’s Terms of Service. Make sure that your usage of WhatsApp aligns with their governing automated messaging policies.
Your clients/customer’s personal data is now your responsibility to keep them safe and protected. Your business or service must obey strong data protection regulations such as GDPR.
Lastly, it is highly essential to maintain explicit consent from users before messaging them on WhatsApp.
Let’s discover how you can easily send form data to WhatsApp.
For this, we’re going to use the Bit Form with Bit Integrations plugin; you can use any other such as Contact Form 7 (CF7), wpforms, Fluent Forms, Formidable Forms, Gravity Forms, Ninja Forms, etc if you want to.
Watch this video if you’re in a hurry.
Now sit tight and follow the simple steps which only take a few minutes.
At first, make sure to download and install both Bit Integrations and Bit Form or any other form of your choice.
Then, begin by navigating to the Bit Integrations dashboard. Click on the “create integration”.
Now, search for “Form” and select your preferred specific form you want to connect with WhatsApp as your trigger. We are using Bit Form here.
To configure your trigger simply select the form option name that you want to work with and click on the next.
Next, search for and select “WhatsApp” as the action. This step will link the form submission with sending a message through WhatsApp.
You will be required to fill in your WhatsApp business account details which include your Phone number ID, WhatsApp business account ID, and Access Token. From the Meta Developer, you can obtain all these credentials.
Step 3.1: Create & Configure Meta Developer
Create a new account with your Facebook on the Meta Developer if you do not have one already. So, log in to your account and go to the ‘My Apps’ page. And then click on the ‘Create App’ button.
Now, press on to the next.
Then, in use cases among all options select the ‘Other’ option and press on the next.
Choose “Business” as the app type.
Provide our plugin name under the add an app name. Press on the Create app.
Set up WhatsApp as the product within the app.
Continue
Fill these boxes with all your valid information one by one and submit.
Again, continue…
Now, copy the access token (valid 24 hours), phone number ID, and WhatsApp business account ID and paste them into the Bit Integrations WhatsApp Integrations settings.
Note
If you create a permanent token then, go to Meta Developer dashboard > Test Business > System users > Add > Fill with admin role option to Create System User > Add assets > Apps > Choose Bit Integrations > Turn one Full Control > Save Changes > Generate new Token > Select app: Bit Integrations > Change Token expiration from 60 days to Permanent, select available Permissions to whatsapp_business_manageent and whatsapp_business_messaging > generate token
Go to the meta developer app ID dashboard, find the “Add phone number” and click it.
Now set up your business information, WA business profile, and then add your number. Verify it with the provided code at the end. Press next.
Go back to the integration dashboard on your site and click on authorization. It will show successfully authorized. Click next.
After that, in the 3rd stage of the Integration setting, select your message type, and field map according to your form. Press next.
Note
You can set conditional logic if you want. If you want to send data conditionally using Bit Integrations, you can read this for more detailed instructions.
Once all the configurations are complete, save the integration Voila! We are done.
Now, it is time to check if the is data properly sent to WhatsApp. For that, submit your form details.
Check on your WhatsApp business account if the data is sent correctly. It was a success from my side:)
You can also verify from your meta developer dashboard. Just visit your dashboard to see the message that will be sent each time the form is submitted.
By following these steps, you can effectively connect any form with WhatsApp business, enabling automatic messaging upon form submissions. This also answers this popular question, “How to integrate WhatsApp business API?”
Sending form data to WhatsApp is a powerful way to boost customer communication and modernize business strategies. Whether you choose to go with Bit Forms or any other, the key is to make sure that your implementation of Bit Integration is done following the proper steps.
Hopefully, by following this guide article, you can effectively connect your web forms with WhatsApp, opening up new avenues for engaging with your audience and improving your service delivery. And well that’s how to integrate WhatsApp in a WordPress website with perfect automation. Thanks for reading.
Yes, with Bit Form and Bit Integrations, you can easily send form submissions to WhatsApp without any coding. You simply need to configure a few settings to automate the process, and the form data will be sent directly to WhatsApp via an automated message.
You need two main tools: Bit Form (a form builder plugin) to collect user data and
Bit Integrations to automate the process of sending that data to WhatsApp.
Additionally, you will need a WhatsApp API provider, such as Twilio or WhatsApp Business API, to send the messages.
You can send various types of messages, including Order confirmations, Customer inquiries, Appointment requests, Support messages, and Thank-you messages also you can customize the message content using placeholders for form data such as the customer’s name, email, or message details.
Yes, you can fully customize the WhatsApp message based on the form data. For example, if you collect the user’s name and phone number, you can set up a message like: Hello {{Name}}, thank you for your inquiry. We will contact you shortly on {{Phone Number}}
Yes, you can set up the form to send notifications to multiple WhatsApp numbers, such as your team members or customers. In Bit Integrations, you can configure multiple WhatsApp actions or use conditional logic to send different messages to different recipients based on form responses.
Bit Integrations provides detailed logs where you can track every WhatsApp message sent, including the form submission that triggered the message. You can see if the message was successfully sent, pending, or failed.
Yes, depending on your WhatsApp API provider, you can also send media files like images, PDFs, or documents through WhatsApp using the form data. Just configure the media URL or file upload option in the form, and Bit Integrations will handle the rest.
