Formstack and WhatsApp Business Cloud automations — Sales & Leads

Ready-made scenarios where Formstack and WhatsApp Business Cloud work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

13 scenarios

A Formstack submission pings you in WhatsApp Business Cloud
Form submissions delivered to your messenger
Formstack submissions posted to your WhatsApp Business Cloud channel
Formstack answers posted to a WhatsApp Business Cloud channel
Formstack submissions posted into WhatsApp Business Cloud
Formstack submissions land straight in WhatsApp Business Cloud
A form submission becomes a full contact with a verified email
Priority for big-budget leads — straight to the CRM and a team signal
Lead scoring and routing: hot leads straight to sales
Form leads into the CRM: no duplicates, with a score and an alert
Lead intake and client booking — on autopilot
Lead scoring and an instant reply to the customer
Leads from a form and a messenger in one base, shared among agents