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:
Easily connect your WhatsApp Business number to Serviceform directly through the dashboard, no separate Meta setup needed.
Before getting started, there are a few pre-requisites to be satisfied :
• A Facebook account with administrator access.
• Phone number(s) (preferably a Business phone number) which 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.
• Credit/ Debit card to add a payment method to WhatsApp Business account. Refer this link to know more.
1. Navigate to Settings -> Social inbox -> WhatsApp and click WhatsApp Embedded Signup.
2. Click on Continue.
3. Click on Get Started.
4. Confirm your business information and optionally update your business's address as well.
5. Select or create your WhatsApp business account and business profile.
If you have chosen to create a new WhatsApp business account, follow the steps below or feel free to skip to step 8.
6. Enter the WhatsApp business account name and display name. Select a category.
Additionally, you can update the information, such as time zone, business description, and website URL, under Show more options.
7.Select Add a new number. Enter your number and select your preferred method of verification. Click on Next.
8. Review the access request and click Continue.
9. You can optionally add a payment method or click on Finish.
Once you are done, you will see the number in the Serviceform Dashboard.
To setup WhatsApp with the Serviceform tools, you can click on the edit icon:
1. Select your pixel and the team to which you want the incoming WhatsApp chats to be assigned.
2. Enabling 24 hour chat reset would create a new chat if the customer messages after 24 hours and enabling Reset session after agent leaves would also create a new chat if the customer messages after the agent has left the chat.
Link your WhatsApp chatbot to the WhatsApp business account by following the steps below.
1. Click on Bot and enable the flow. Select the WhatsApp bot you have built previously.
You can also follow this guide to create a new WhatsApp chatbot if you have not created one yet.
2. Specify the number of hours, since the time the agent left, after which you want to resume the chatbot flow. Select the language.
You can also enable different WhatsApp chatbots in different time frames based on your requirements:
3. Click on Configure.
4. Select the time zone, select the WhatsApp bot and set the time frame within which you want to initiate the bot. Finally, click on Save.
5. Click on Update once you are done.
Your WhatsApp Business number is now connected with the WhatsApp bot and ready to use in Serviceform.
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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