Lead ad to callback
The form answers become a contact, and the follow-up starts before the lead cools.
Four steps, with the channel named.
The event that opens the thread and creates the contact.
Facebook and WhatsAppTyped and validated inside the chat, not parsed out of free text.
Facebook and WhatsAppStructured fields on the record, ready for whatever runs next.
Facebook and WhatsAppThe confirmation goes out and the slot or order is on the record.
Facebook and WhatsAppWhat people ask about this one.
Do customers have to leave the chat?
No. The form is answered inside the conversation, and the answers are typed and validated as they go.
Where do the answers end up?
On the contact record as structured fields, beside that person’s other channels and their order history.
What starts it?
Lead ad submission. The contact is created at the same moment, with the source recorded.
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