Capture leads in-chat with Forms via WhatsApp Flows.
HighLevel's Forms via WhatsApp Flows let leads answer intake questions and submit requests directly inside the chat—eliminating external browser redirects and lost mobile sessions. Showcase up to 10 product cards in swipeable carousels and validate templates in one prompt.
Prompt: “Check our intake form and validate WhatsApp custom values in HarborLedger Bookkeeping before launching the WhatsApp flow.”
// 1. Audit active intake forms and required field schema
ghl_crm_forms {
"action": "list",
"location": "ve9EPM428h8vShlRW1KT"
}
// 2. Verify WhatsApp conversation channels and sender status
ghl_crm_conversations {
"action": "list",
"location": "ve9EPM428h8vShlRW1KT",
"limit": "10"
}
// 3. Validate template variables, media URLs, and custom values
ghl_agency_custom_values {
"action": "validate",
"location": "ve9EPM428h8vShlRW1KT"
}{
"locationId": "ve9EPM428h8vShlRW1KT",
"subAccount": "HarborLedger Bookkeeping",
"form": { "name": "WhatsApp Lead Intake", "fields": 4, "status": "active" },
"conversations": { "channel": "whatsapp", "status": "ready" },
"brokenPlaceholders": 0,
"status": "whatsapp_flows_ready"
}Questions & Practical Answers
How do Forms via WhatsApp Flows prevent lead drop-off compared to web forms?
When you send leads to an external browser link from WhatsApp, mobile browsers often lose the chat context or slow down, causing high drop-off. WhatsApp Flows open native question sheets directly inside the conversation, allowing leads to submit their details without ever leaving the chat.
How do 10-card carousel templates work for WhatsApp marketing?
Carousel templates let you display up to 10 product, offer, or service cards in a single WhatsApp message. Each card includes its own media, description, and CTA button, billed as a single marketing message charge.
How do I make sure WhatsApp flows and carousel templates do not fail before broadcast?
Run ghl-crm forms list to audit form fields, ghl-crm conversations list to verify WhatsApp channels, and ghl-agency custom-values validate to ensure zero empty image URLs, landing page links, or merge tags before activating campaigns.
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