Learn how to integrate Gravity Forms with WhatsApp using Pabbly Connect to send WhatsApp messages upon new form submissions. Step-by-step guide included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration of Gravity Forms with WhatsApp, access Pabbly Connect. This platform serves as the core integration tool that connects various applications seamlessly.

Start by creating a free account on Pabbly Connect. Once logged in, navigate to the dashboard where you can create a new workflow to connect Gravity Forms with WhatsApp.

2. Setting Up Gravity Forms in Pabbly Connect

In this section, we will set up Gravity Forms to trigger WhatsApp messages. First, select the ‘New Form Submission’ trigger in Pabbly Connect. This will allow WhatsApp to send messages whenever a new form is submitted.

  • Choose ‘Gravity Forms’ as the application.
  • Select the trigger event as ‘New Form Submission’.
  • Connect your Gravity Forms account by providing API credentials.

Once the connection is established, you can proceed to customize the message that will be sent via WhatsApp. This customization will ensure that the message includes relevant form submission data.

3. Configuring WhatsApp Notifications

Next, configure WhatsApp notifications to be sent through Pabbly Connect. Choose ‘Send WhatsApp Message’ as the action event after the form submission.

In this step, you will need to set up the WhatsApp message template. Include placeholders for the form fields to personalize the messages sent. For example, you can include the name and email of the person who submitted the form.

  • Select ‘WhatsApp’ as the application.
  • Choose ‘Send WhatsApp Message’ as the action event.
  • Map the required fields such as phone number, message body, etc.

After mapping the fields, test the integration to ensure that messages are being sent correctly to the specified WhatsApp number.

4. Testing the Integration

It’s essential to test the integration to confirm that everything is functioning as expected. Use a test form submission in Gravity Forms to trigger the WhatsApp message through Pabbly Connect.

Check your WhatsApp account to see if the message has been received. If the message is not received, revisit the configurations in Pabbly Connect and ensure that all fields are correctly mapped and that the connection is active.

Testing helps identify any issues before going live. Make sure to conduct several test submissions to verify the reliability of the integration.

5. Finalizing the Integration

Once you have successfully tested the integration, finalize the setup in Pabbly Connect. Ensure that your workflows are saved and active to start sending WhatsApp messages on new form submissions.

Additionally, review the settings in both Gravity Forms and Pabbly Connect to optimize the integration further. You can adjust notification settings or add additional actions if needed.

With everything set, your integration is now complete, and you are ready to receive WhatsApp notifications for every new form submission!

Conclusion

Integrating Gravity Forms with WhatsApp using Pabbly Connect allows you to send instant notifications on new form submissions. This setup enhances communication and ensures timely responses, making it an excellent tool for businesses.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.