Typeform is a popular tool for creating surveys, forms and quizzes. The drag-and-drop editor makes it quick and easy to create forms and questionnaires that can be easily integrated into websites and work well on their own. There are also a wide range of templates and integrations to make use more efficient.
With Superchat and Zapier, you can connect Typeform to WhatsApp in just a few clicks. For example, to send automated confirmations to new leads via Messenger.
Advantages: Why you should integrate your form builder with WhatsApp
WhatsApp, Facebook and Instagram are the most popular apps and communication services in the world. WhatsApp in particular has become an important channel for many businesses to communicate directly with customers, replacing email in many cases.
This is largely due to the fact that messages sent via WhatsApp are almost always opened (98% open rate), and usually within less than an hour. Messengers are also more personal than traditional marketing channels and allow for a much faster exchange of information.
Lead forms or form builders like Typeform are among the most popular WhatsApp integrations. They allow you, for example, to automatically send messages to new contacts to confirm the submission of a form or to follow up on leads.
An integration also allows you to automatically update contact details for WhatsApp and other channels in Superchat and send personalised messages, for example depending on whether the contact is new or existing.
The dynamics of conversations in direct messaging apps can also be used to collect data after the fact, either in person or through automated workflows and chatbots. This allows you to focus on creating more compact Typeform forms with high conversion rates, and enrich the data later.
With Typeform, for certain types of questions, it is also possible to record the answers in another system, such as WhatsApp, and update them directly in Typeform through the integration. This means you have all the answers in one place.
How to integrate Typeform with WhatsApp, Instagram & Co.
Integrating Typeform with WhatsApp, Instagram or Facebook Messenger is only possible via the respective APIs. This means that you either have to connect the APIs yourself or use a tool that already has Typeform integrated. For example, Superchat has integration with Zapier and Make, so you can integrate Typeform with any popular messenger in just a few clicks.
Requirements
- Access to the WhatsApp Business API or WhatsApp Cloud API or a messaging platform like Superchat that already has all the necessary integrations
- Access to your Typeform account
- Access to a Zapier or Make account
Step-by-step guide to integrating Typeform with WhatsApp using Zapier
The process will vary depending on what you're trying to automate. The following steps will show you how to create a new contact from Typeform in Superchat and contact them via WhatsApp.
- Create a [WhatsApp template with your confirmation message in Superchat] (https://intercom-help.eu/superx/en/articles/25035-get-started-whatsapp-templates). Please note that new contacts can only be contacted via the WhatsApp API using approved templates.
- Open Zapier, click 'Create' in the top left corner and select 'Zap'.
- Find the Typeform app as the trigger and select the New Entry event.
- Select the lead form you want to use from the 'Trigger' menu.
- Next, add a new step using the Superchat app with the 'Find a contact' event. In the 'Action' menu, under 'Field', select the preferred contact attribute in Superchat (the phone number for WhatsApp contacts) and in the 'Value' field select the corresponding result from your Typeform form. Make sure to select "Yes" for the field "Should this step be considered a "success" when nothing is found?"
- Add the App "Paths by Zapier". The workflow will now automatically split in two paths.
- For Path A select the following rules: From Step 2 "Find Contact in Superchat" select the field "Zap Search Was Found" and below "(Boolean) Is false". Workflow will follow this path, if no existing contact could be found in Superchat.
- Add the Superchat App to the path and select the event "Create Contact in Superchat". Fill the fields in "Action" with the corresponding results from your Typeform form.
- Add another step below with the Superchat App and select the event "Send WhatsApp Template". Fill the fields in the "Action" menu to prefill the message. Select the phone number from your Typeform answers and the WhatsApp Template you created in Step 1.
- For Path B select the following rules: From Step 2 "Find Contact in Superchat" select the field "Zap Search Was Found" and below "(Boolean) Is true". Workflow will follow this path, if a contact was found in Superchat.
- Add the Superchat App to the path and select the event "Update Contact in Superchat". Fill the fields you want to update in "Action" with the corresponding results from your Typeform form.
- Add another step below with the Superchat App and select the event "Send WhatsApp Template". Fill the fields in the "Action" menu to prefill the message. Select the phone number from your Typeform answers and the WhatsApp Template you created in Step 1.
- Test the steps and then publish the Zap (Off/On).
Now, whenever a contact fills out your lead form they will automatically be added to Superchat and receive a confirmation via WhatsApp.
In our video tutorial, we'll go one step further and show you how to create an automation that searches for a contact in Superchat and updates their details if they already exist, instead of creating a new one. We will also send a personalised message depending on whether it is a new contact or an existing customer.
How to get the most out of your Typeform and WhatsApp integration
- Automatically send surveys to customers and leads when they reach a certain stage. For example, to rate a product or service.
- Create your own customer panel list in Superchat with the contacts who have agreed to give you feedback on new product ideas.
- Send feedback questionnaires to your employees.
- Use contact information from your conversations to personalise forms.