How to Send WhatsApp Native Flows / Mini App Via Bot And Save Response In Custom Fields in Crm ?

  1. Publishing Flow: Ensure your flow is either published or in the draft stage.

  2. Setting Up Question: In Bot Builder, select the "Ask a Question" block and choose the "WhatsApp Mini Apps" option.

  3. Configuring Flow: Enter the necessary body text, label, and select your desired flow (published or draft).

  4. Storing Responses: Create a custom field in the CRM to save the flow response as a string.

  5. Field Selection: Choose the appropriate custom field for storing responses and save your question and workflow setup.

  6. Activation: Initiate the flow by triggering the keyword or bot from your mobile phone, as the flow currently does not support WhatsApp Web.

  7. Verification: Check the CRM to confirm the data is stored in the designated custom field.

  8. UID Extraction: Copy the chat UID from the CRM for bot creation or further field segregation.

  9. Automation App Integration: Add a "JSON Extractor" app to your bot setup in Bot Builder.

  10. UID Configuration: Input the copied UID in the JSON Extractor, selecting the custom field for output.

  11. Run and Save: Execute the JSON Extractor app and save to properly segregate the fields.

  12. Variable Management: Use the "Save Variable Value" block to establish separate custom fields for each component of the flow.

  13. Field Mapping: Assign these custom fields to match the specific fields within the flow.

  14. 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.

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