Send WhatsApp Native Flow & Store Responses in CRM

This guide explains how to send a WhatsApp Mini App (Native Flow) via bot, capture user responses, and store them in CRM with proper data segregation.

Step 1: Create Bot Flow

  1. Go to Chatbot → Create Botflow

  2. Add trigger (keyword) and select channel

  3. Save configuration

Step 2: Send WhatsApp Native Flow

  1. Add Ask Question block

  2. Select WhatsApp Mini App

  3. Enter message (e.g., Please fill the form)

  4. Choose Flow (Draft/Published)

  5. Select starting screen

  6. Save response to a Super Field (e.g., Flow Response)

Step 3: Test Flow

  • Save & Enable workflow

  • Test via mobile (not supported on WhatsApp Web)

  • Check responses in CRM → Live Chat → Super Fields

Step 4: Segregate Data (JSON Extractor)

  1. Add Automation → JSON Extractor

  2. Paste UID & JSON (Super Field data)

  3. Run & Save

  4. Map extracted values to individual CRM fields

Final Step

  • Save and Enable workflow

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