The following is a list of the integrations supported by our system, highlighting key features and benefits. Click on any of the below integrations to explore detailed guides and connect the right tools to your system(s).
Create a dynamic form within a few minutes and embed it on your own and/ or business website. Dynamic forms can be customized to serve various purposes. Here are a few ways in which Dynamic forms can be customized:
In order to get started, you must :
• Make sure you have the admin access to your account.
• Login to your Facebook account(Admin) and create a Meta Account via this link.
• Verify your Meta Business account. Refer this guide to know more.
• Disable two factor authentication for the WhatsApp phone number. Refer this link to know more.
Let's get started by creating a business portfolio. If you already have a business portfolio, skip to Setting up Meta account.
In order to create a new Business portfolio, navigate to the Business manager and click on Create an account :
1. Enter your business name, your name, and your business's email address. Click on Done and verify the account via your email address.
Once you have logged into your Facebook, navigate to the developers' page and click on Get Started :
1. Confirm your account and click Continue.
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2. Verify your account using your mobile number. If you have already verified your account using your mobile then you would not see this page.
3. Confirm your E-mail and select Developer and complete the registration.
1. Click on Create App, name your app and click on Next.
2. Under Use cases, select Other and on the next menu select Business as the app type.
3. Re-check your App name and E-mail. Select your business portfolio under Business portfolio and click on Create App. You'll be required to re-enter your Facebook password.
Once you have created your App, you'd be re-directed to your dashboard:
1. CIick on Set up under the Webhooks. Select WhatsApp Business Account under User drop down, and click on Subscribe to this object.
2. Enter the following text in the respective fields and click on Verify and save. On the next page, click on the Subscribe button located in front of messages.
Call Back URL - https://dash.serviceform.com/api/socials/whatsapp/message
Verify token - jec6mqz*vmc5ZBQ@kef
Navigate to the Developer dashboard and click on Set up WhatsApp -> API Setup:
1. Select your Meta business account, click on continue, and scroll down to click on Add phone number.
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2. Enter your Business information and click on Next. Enter a name for your WhatsApp business profile, select the time zone, and category of your business. Click on Next once you are done.
3. Add your phone number and verify. Make sure that your number is not registered either on personal or WhatsApp business. If it is registered, you will have to delete your account. Refer this link to know more. Make sure that you have disabled two factor authentication.
4. Once the phone number is registered, you can find the Phone number ID and the Business ID. Make sure to have a copy of them.
1. Click on Basic under App Settings.
2. Enter the URL link of your Terms and Privacy policy, you can use our Terms and Policy link if you do not have your own but it is recommended to add your own URL. Click on Save changes.
3. Switch on App mode.
1. Visit Facebook Business Page and select your business.
2. Click on System Users under Users Tab. Click on Add.
3. Enter a System username and select Admin under System User Role and Create System user.
4. Click Assign Assets.
5. Click on Apps and select your App. Provide full access to manage the app. Save the changes.
6. Generate a new token.
7. Select your app and set Token expiration to Never.
9. Select whatsapp_business_messaging and whatsapp_business_ management under available permissions. Generate the token.
10. Keep a note of the token ID.
It is advisable to verify your business account as well. Refer this guide to know more.
Once you have followed the above steps, make sure to have a copy of the Phone number ID, Business ID, and Access token ID.
Next step is to integrate your tools with your WhatsApp business account!
Serviceform starts for free and you can use it for free forever. If you want to generate more than 50 interactions per month, our plans start at,
Our help team is always ready to help. You can visit help.serviceform.com to access our help documentation or you can chat with one of our support team members here. Also, you can ask anything in an email to our support team via help@serviceform.com.
The free forever plan gives you access to all conversion tools. Our conversion tool suite includes Chatbots, Forms, Popups, WhatsApp Chatbots, Landing Pages, and much more. You can install as many tools as you wish and get 50 interactions every month entirely for free.
You can sign up with just a single click through Google or Microsoft. Or you can enter your company email address and sign up. No credit card required and you can use Serviceform for free forever.
Our easy drag and drop builder lets you custom, personalized chatbots without having to write a single line of code. If you run into any issues, you can always refer to our help documentation.
Serviceform generates a unique pixel code which you need to simply copy and paste into the <head> tag of your website. Then all you need to do is to toggle a button from our simple website setup, and your conversion tool will be live on your website.
Yes, our conversion specialists are happy to help you do the setup. Simply book an appointment with our team and let them know what you want.
Yes, Serviceform tools can be integrated with more than 100 applications including, Hubspot, Salesforce, ClickUp, and even Google Sheets. Click here to learn more.
Currently, only 5 AI Scraper jobs can run simultaneously. If you have more jobs, they will queue and start automatically once a slot is free.
Try using Manual mode and add a few links to see if they work. If successful, you can continue using Manual mode. For websites with complex structures, also try Manual mode with the Advanced Scraper type.
Some websites block automated requests, which may prevent scraping. To fix this, the customer must whitelist our IP addresses:
Whitelisting these IPs allows our scraper to access the website without being blocked or hitting rate limits. We use only these two fixed IP addresses for scraping.
his may happen if:
Solution: Use Advanced Scraper, double-check CSS selectors, and ensure required URLs are included.
Yes. Limit scraping to one language per site to avoid duplicate information. For example, set the site name to Customer FI if scraping Finnish pages only.
Basic: Always try first—it’s less resource-intensive.
Advanced: Use if Basic doesn’t return results.
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