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How to Use Forms in WhatsApp Conversations
How to Use Forms in WhatsApp Conversations

Collect candidates' information and update fields in your app via WhatsApp conversations

Updated over 2 weeks ago

This guide will walk you through the process of setting up and using forms in HireData for your WhatsApp conversation, ensuring that the collected responses automatically update the relevant fields in your core app.

Step 1: Create a Form

Firstly, you need to define the purpose of the form. Determine what data you need to collect (e.g., candidate's details such as availability date, salary expectations, years of work experience, etc.).

Then open the Forms page via the Settings and click on [New Form]:

Forms page

There will be plenty of question types to choose from, so add the ones that will fit the purpose of your form and add any logic to them:

Form builder

Once completed, review the form and click on [Save].

Step 2: Add a Form to your Automation

Create your automation with two tasks [Start a Conversation] and [Update field(s)]. Add the form you've created or select any of the templates:

Selecting a form when setting up an automation

In the Fields section, you will see the questions in the form, so all fields for which data should be collected during the WhatsApp conversation:

Fields section

Step 3: Automatically Update Fields Based on Form Responses

One of our key features is automatic field updates. When a user fills out a form in a WhatsApp conversation:

  1. The submitted responses are collected in real-time

  2. The system maps the answers to the corresponding fields and updates them in the specified app (e.g., Carerix)

Update Field(s) task

Example:

  • A candidate provides their availability date via the form

  • We automatically update their next availability date in your app, so all details stay up-to-date

In summary, HireData’s WhatsApp-integrated forms provide a seamless way to collect and update candidates' information in real-time, eliminating manual data entry.

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