How to Send WhatsApp Native Flows / Mini App Via Bot And Save Response In Custom Fields in Crm ?
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Publishing Flow: Ensure your flow is either published or in the draft stage.
Setting Up Question: In Bot Builder, select the "Ask a Question" block and choose the "WhatsApp Mini Apps" option.
Configuring Flow: Enter the necessary body text, label, and select your desired flow (published or draft).
Storing Responses: Create a custom field in the CRM to save the flow response as a string.
Field Selection: Choose the appropriate custom field for storing responses and save your question and workflow setup.
Activation: Initiate the flow by triggering the keyword or bot from your mobile phone, as the flow currently does not support WhatsApp Web.
Verification: Check the CRM to confirm the data is stored in the designated custom field.
UID Extraction: Copy the chat UID from the CRM for bot creation or further field segregation.
Automation App Integration: Add a "JSON Extractor" app to your bot setup in Bot Builder.
UID Configuration: Input the copied UID in the JSON Extractor, selecting the custom field for output.
Run and Save: Execute the JSON Extractor app and save to properly segregate the fields.
Variable Management: Use the "Save Variable Value" block to establish separate custom fields for each component of the flow.
Field Mapping: Assign these custom fields to match the specific fields within the flow.
Finalization: Save the newly created fields, any actions taken, and the overall workflow.
By following these steps, you ensure that data from WhatsApp mini-app or native flows is accurately captured in custom fields, neatly extracted from JSON strings, and organized for hassle-free data export from your CRM.