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