How to Send & Get WhatsApp Messages on Zoho Forms Submission Using Pabbly Connect

Learn how to send and receive WhatsApp messages automatically upon Zoho Forms submissions using Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending and receiving WhatsApp messages upon Zoho Forms submissions, you need to access Pabbly Connect. First, navigate to the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free and start with 100 free tasks each month.

After logging in, you will see all the Pabbly applications on the dashboard. Click on the Pabbly Connect application to begin setting up your automation workflow. This platform is essential for integrating Zoho Forms with WhatsApp through AiSensy.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, creating a workflow is the next step. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear where you need to enter a name for your workflow, such as ‘Send and Get WhatsApp Message on Zoho Forms Submission using AiSensy.’ You can also select a folder to save this workflow.

• Enter a descriptive workflow name.
• Select a folder for organization.
• Click on the ‘Create’ button.

Once the workflow is created, you will see two sections: Trigger and Action. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new form submission in Zoho Forms, and the action will be sending a WhatsApp message via AiSensy using Pabbly Connect.

3. Setting Up the Trigger with Zoho Forms

To set up the trigger in Pabbly Connect, select Zoho Forms as the application. Then, choose the trigger event as ‘New Form Submitted.’ This step allows Pabbly Connect to capture the responses from the Zoho Forms submissions automatically.

After selecting the trigger, Pabbly Connect will provide a webhook URL. Copy this URL to configure it in Zoho Forms. Go to the integration section of your Zoho Forms and paste the webhook URL under the webhook settings. Make sure to select the content type as ‘application/json’ and set the authorization type as ‘General.’ This setup ensures that whenever a new form is submitted, Pabbly Connect will receive the data.

4. Configuring the Action to Send WhatsApp Messages

After setting up the trigger, it’s time to configure the action in Pabbly Connect. Select WhatsApp by AiSensy as the action application and choose the action event as ‘Send Template Message.’ This configuration allows you to send a thank you message to the leads who submit the form.

• Connect your WhatsApp by AiSensy account using the API key.
• Create a campaign for your message template.
• Map the lead’s details to the message template.

Once the action is configured, test the workflow by submitting a sample form. If everything is set up correctly, you will receive a WhatsApp message thanking the lead for their inquiry. This automation significantly improves response time and enhances customer engagement through Pabbly Connect.

5. Receiving Notifications on WhatsApp

Besides sending thank you messages, you can also configure Pabbly Connect to receive notifications about new inquiries. For this, add another action step in your workflow and select WhatsApp by AiSensy again. Choose the action event as ‘Send Template Message’ to set up this notification.

Just like before, create a new campaign for the inquiry notification template. Map the necessary variables, such as the lead’s name and contact information, to personalize the notification. Once configured, you will receive real-time updates on your WhatsApp whenever a new inquiry is submitted through Zoho Forms.

Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to automate sending and receiving WhatsApp messages based on Zoho Forms submissions. By following these steps, you can enhance your customer communication and streamline your inquiry management process.