---
title: "WhatsApp Forms (Flows)"
description: "Create, test, send, and automate WhatsApp Forms in Zacx"
---

> Documentation Index
> Fetch the complete documentation index at: https://zacx.io/llms.txt
> Use this file to discover all available pages before exploring further.

# WhatsApp Forms (Flows)

## Overview

WhatsApp Forms, built on Meta's WhatsApp Flows, let you collect structured information directly inside a chat, without sending customers to an external website. Use them for lead qualification, appointment booking, feedback, order details, and any scenario where you need clean, structured answers instead of free-text replies.

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## Creating, Testing & Sending Forms

**This video covers:**

1. Creating a WhatsApp Form in Zacx
2. Testing the form before it goes live
3. Sending the form to a customer

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## Automating WhatsApp Forms

Once your form is ready, the real power comes from automating how it's sent and how responses are handled. This is taught as a two-part lead qualification use case.

### Part 1: Sending Forms in Bulk & via Automation (incl. CTWA Ads)

**This video covers:**

1. Sending forms to customers in bulk broadcasts
2. Triggering forms automatically through automations
3. Sending forms from Click-to-WhatsApp (CTWA) ad automations

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### Part 2: Auto-Qualifying Leads from Form Responses

**This video covers:**

1. Auto-tagging contacts based on their form answers
2. Branching automations based on specific responses
3. Filtering and reviewing form responses

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## Explore More Use Cases

Have a unique use case you'd like to explore? Our team is here to help!

**Connect with our chat support** to discuss your specific forms and automation needs and get personalized guidance for your business.

Source: https://zacx.io/docs/whatsapp/flows/index.mdx
