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

Learn how to automate WhatsApp messaging on Jotform submissions using Pabbly Connect. Step-by-step guide to integrate Jotform with AiSensy for seamless communication. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send and get WhatsApp messages on Jotform submissions, you need to use Pabbly Connect. Start by visiting the Pabbly Connect homepage and signing up or signing in if you are an existing user. This platform allows you to seamlessly integrate different applications, including Jotform and WhatsApp.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your integration. This is the first step in automating your process of sending WhatsApp messages whenever you receive a new Jotform submission.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow in Pabbly Connect to automate the messaging process. After clicking the ‘Create Workflow’ button, name your workflow something like ‘Send and Get WhatsApp Message on Jotform Submission using AiSensy’. You can also select a specific folder for better organization.

• Click on ‘Create’ to finalize your workflow setup.
• Set up a trigger by selecting Jotform as your trigger application.
• Choose ‘New Response’ as the trigger event.

After setting your trigger, Pabbly Connect will provide a webhook URL. This URL is crucial for connecting your Jotform account with Pabbly Connect and will be used in the next steps.

3. Integrating Jotform with Pabbly Connect

To integrate Jotform with Pabbly Connect, copy the webhook URL provided in the workflow. Go to your Jotform account, select the form you want to link (e.g., ABC Travel Agency), and navigate to the settings. Under the integrations tab, choose ‘Webhooks’ and paste the copied URL.

After adding the webhook, complete the integration. This allows Pabbly Connect to capture responses from your Jotform whenever a new submission occurs. It’s essential to test this connection by submitting a test response through your Jotform.

4. Sending WhatsApp Messages Using Pabbly Connect

Now that Jotform is integrated with Pabbly Connect, the next step is to send WhatsApp messages. In your workflow, add an action step and select ‘WhatsApp by AiSensy’ as your action application. Choose the action event as ‘Send Template Message’ to send an automated response to your leads.

• Map the phone number field from the Jotform response to ensure the message goes to the correct lead.
• Enter the campaign name you created in AiSensy for the template message.
• Click ‘Save and Send Test Request’ to check if the message is sent successfully.

This step ensures that your leads receive timely WhatsApp messages confirming their inquiry, enhancing customer engagement.

5. Receiving WhatsApp Messages on Inquiry

After sending messages to leads, you can set up another action in Pabbly Connect to receive WhatsApp messages regarding new inquiries. Again, select ‘WhatsApp by AiSensy’ as your action application, and choose the action event as ‘Send Template Message’.

Follow similar steps as before: map necessary fields and enter the campaign name for receiving inquiry details. This allows you to get notified on WhatsApp whenever a new inquiry is made through Jotform. Ensure to test this setup by submitting another test response.

By using Pabbly Connect, you streamline your workflow and maintain effective communication with your clients, ultimately improving your business operations.

Conclusion

In this tutorial, we explored how to send and get WhatsApp messages on Jotform submissions using Pabbly Connect. By integrating Jotform with AiSensy, you can automate communication with leads and improve response times, enhancing your customer service experience.