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Lead generation with WhatsApp forms (Flows)
With WhatsApp forms (Flows) you collect leads directly in chat: the customer fills out a small form without leaving WhatsApp, and the data can be forwarded to your systems. It's a low-friction way to generate qualified contacts.
Updated on June 16, 2026 · 5 min read
Before you start
- A connected number
- An idea of the data to collect (name, email, need)
How it works
Flows show the customer an interactive form inside the WhatsApp conversation. The answers are saved as leads and can be forwarded to an external system (CRM/management software) via webhook.
Set up lead collection
- 1
Define the form fields
Choose which data to collect (name, contact, need).
- 2
Link the form to an entry point
For example a keyword, a flow, or a campaign.
- 3
Set up forwarding (optional)
Configure a webhook to send leads to your CRM/management software in real time.
Ask only for essential data: every extra field reduces completions. You can always dig deeper in the conversation after acquiring the contact.
Manage the leads
Collected leads remain viewable in the dedicated section and can be worked by the team or automatically sent to the external CRM.
Ready to put it into practice?
Open SendApp and follow the steps in this guide. Need help? Support is one message away.