Question

I need to add lead validation to an automation via WhatsApp

  • 29 April 2024
  • 2 replies
  • 15 views
Ricardo Kalisz

 

Hello! I need to add lead validation to an automation via WhatsApp, such as, for example, his date of birth, where he fills in his date of birth and this data is compared to his registration data, if it is the correct data, it follows in sequence.

2 replies

Gustavo Boregio
Userlevel 6
Badge +4

Hey @Ricardo Kalisz there are multiple ways to do this, it all depends on where you have the data and how you want to access it. For example, one easy solution would be to do it with a Google Sheet that holds the information.

If you need assistance setting this up and deciding on the right strategy, happy to jump on a consulting call. You can book them here: gusboregio.com/br (e podemos falar em Português também ;))

 

Check how I can help you > https://gusboregio.com
Ricardo Kalisz

Hey @Ricardo Kalisz there are multiple ways to do this, it all depends on where you have the data and how you want to access it. For example, one easy solution would be to do it with a Google Sheet that holds the information.

If you need assistance setting this up and deciding on the right strategy, happy to jump on a consulting call. You can book them here: gusboregio.com/br (e podemos falar em Português também ;))

 

Olá Gustavo! Obrigado pelo retorno, mas somos uma startup sem recursos no momento e precisamos aplicar esta validação para um serviço de agendamento comunitário.

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