Integrating WhatsApp with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with Pabbly Connect for seamless communication upon form submissions. Follow this detailed tutorial for easy setup. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating WhatsApp with your forms, you will first need to access Pabbly Connect. This platform allows you to automate workflows seamlessly. Start by visiting the Pabbly Connect homepage and either sign in or create a free account to explore its features.

Once logged in, you will find the dashboard where you can create workflows. This is crucial for connecting your applications. The first step in the process is to create a new workflow that will handle the WhatsApp messaging upon form submission.

2. Creating a Workflow in Pabbly Connect

Now that you’ve accessed Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this tutorial, you can name it ‘Send and Get WhatsApp Message on Paper Form Submission’.

• Select a folder for your workflow, such as ‘Automations’.
• Understand the principle of triggers and actions: a trigger initiates the workflow, while actions are the responses.

After naming your workflow, you will set up the trigger. Select ‘Paper Form’ as your application and the trigger event as ‘New Form Submission’. This step ensures that every time a new form submission occurs, Pabbly Connect captures the response automatically.

3. Setting Up the Webhook in Paper Form

To connect your Paper Form with Pabbly Connect, you will need to set up a webhook. Copy the webhook URL provided in the Pabbly Connect workflow and navigate to your Paper Form account. Edit the form you want to connect.

• Click on ‘After Submission’ options in your form settings.
• Select ‘Integrations and Webhooks’ and choose to add a new webhook.

Paste the copied webhook URL into the designated field and set the trigger event to ‘New Submission’. Save the changes, and your Paper Form is now successfully linked to Pabbly Connect. This means that every form submission will trigger the automation you’ve set up.

4. Sending WhatsApp Messages via Pabbly Connect

With the webhook set up, it’s time to configure the action step in Pabbly Connect. Choose ‘WhatsApp by AI Sensei’ as your action application and select the action event as ‘Send Template Message’. This will allow you to send automated WhatsApp messages to users after they submit the form.

To connect your WhatsApp account, you will need to enter the API key from your WhatsApp by AI Sensei account. After pasting the API key, you can select the campaign name that you’ve previously created in your WhatsApp account for sending messages.

Map the mobile number from the form submission to send the message to the correct recipient. Use dynamic variables for personalization, such as the registrant’s name in the message.

After filling in these details, click on ‘Save and Send Test Request’. This action will send a WhatsApp message to the user confirming their registration.

5. Receiving Notifications via WhatsApp

The final step in this automation process is to set up another action in Pabbly Connect to notify yourself of new registrations. Again, select ‘WhatsApp by AI Sensei’ as the action application and choose the same action event as before: ‘Send Template Message’.

Using the same connection established earlier, you will enter the campaign name for the notification message. This message should include all the details of the registrant, ensuring you stay informed about new submissions. Map your own phone number to the mobile number field to receive these alerts.

Map the necessary variables, including name, email, phone number, and city. Click on ‘Save and Send Test Request’ to confirm everything is working properly.

Upon successful execution, you will receive a WhatsApp message with all the registration details, ensuring you are always updated.

Conclusion

In this tutorial, we explored how to integrate WhatsApp with Pabbly Connect to automate messaging for form submissions. By following these steps, you can enhance communication and ensure timely notifications for your webinars or events. This setup not only improves engagement but also streamlines your workflow effectively.