WhatsApp Business in Fintabb
Collect structured details without leaving the chat
Forms open inside WhatsApp so customers fill in details without a browser or landing page. Answers can flow straight to your CRM and trigger the next step.
How it works
5 steps, start to finish. Our team does the Meta side with you.
- Build the flow with blocks, buttons and logic
- The customer enters it from a chat or a click-to-chat ad
- Questions are asked using buttons, quick replies and text
- Responses are collected
- Automated actions run, such as booking confirmation, ticket creation or a CRM update
What you can do
In-chat forms
Customers complete the form within the conversation using buttons, quick replies and text input.
Step-by-step questions
Ask in sequence and collect each answer along the way, from a short FAQ to a long journey.
No-code builder
Design the form in the same drag-and-drop builder used for bots, with logic paths and actions.
CRM sync
Send responses by API to create leads, update pipeline stages and alert sales or support.
Automatic next actions
Confirm a booking, raise a support ticket or assign the lead to a salesperson once the form is submitted.
Lead qualification
Score or filter leads from their answers before they reach your team.
Ad compatibility
People who arrive from Facebook or Instagram ads can start the form in chat.
Flexible fields
Capture name, phone, email, budget, location, preferences and product interest.
Who uses it, and how.
Customer picks date, time and party size and receives an automatic table confirmation.
Applicant sees a loan offer, adjusts the tenure and submits details for a callback.
Collect members covered and premium preference, then return a quote.
Appointment form captures name, contact and preferred slot and confirms it.
Quotation request with size and quantity routes to the right sales person.
Registration form collects attendee details and sends the event information.
Questions
Do customers need to open a website?
Where do answers go?
Can I use it with ads?
- Runs on the official Business API and the builder add-on.
- CRM sync needs you to connect your own CRM or system.
- The source page does not state limits on fields or steps or language support.
- Requesting sensitive data inside Meta-reviewed templates is restricted, so check policy before collecting such fields.
Bring your business to WhatsApp.
Fintabb free for 3 months. Connect WhatsApp when you are ready.