Q: Inquiry about automation with the notes field in the widget's CRM
Hello,
I’m evaluating your widget and have a question about automating the CRM. The workflow I envision is:
A client starts a WhatsApp conversation via the widget.
The sales team adds "scheduled" or "not scheduled" in the "Notes" field based on whether the client confirmed an appointment.
A webhook sends the "Notes" information (scheduled or not), along with gclid, name, phone, and other data, to Google Sheets.
Is this type of integration possible? If so, what steps are required? Alternatively, if you have a better way to automatically track appointments and lead info in Google Sheets, I’d love to know.
Thank you! I look forward to your response.
Best regards,
Matias
Cesar_WhatsAppWidget
Jan 18, 2025A: Let me try to do this and let's see what it is possible. :)
Verified purchaser
Hi, right now we can do everything and the bookings by default are confirmed. You can keep the bookings pending to confirm and then you can confirm the booking in the CRM but we need to set the webhook for that event. Right now the webhook is trigger with the reservation (whatever is confirm or not). The webhook can feed a Google Sheet. I will share a video with the demo.
Verified purchaser
this is the video we did about your case https://youtu.be/eFzlvoI0Aaw