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. :)