Automate WhatsApp Messages on Form Submission Using Pabbly Connect

Learn how to use Pabbly Connect to automate WhatsApp messages on form submissions with Tel and AI Sensi. Step-by-step tutorial included. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages on form submission, first access Pabbly Connect by visiting its official website. Simply type ‘Pabbly.com/connect’ in your browser to reach the landing page.

Once there, sign in to your existing account or create a new one. New users can sign up for free and receive 100 tasks per month. After signing in, navigate to the Pabbly Connect dashboard where you can manage your workflows and integrations.

2. Creating a New Workflow in Pabbly Connect

Next, create a new workflow in Pabbly Connect to automate your WhatsApp messaging. Click on the ‘Create Workflow’ button, and name your workflow something descriptive, like ‘Automated WhatsApp Message on Form Submission’. Choose the folder where you want to save this workflow.

• Click on the ‘Create’ button to initiate the workflow.
• You will see two boxes: Trigger and Action.
• Select Tel forms as your trigger application.

In the Trigger Event dropdown, choose ‘New Response’. This means that whenever a new form submission occurs, this automation will be activated, allowing you to send messages through WhatsApp.

3. Connecting Tel Forms to Pabbly Connect

To connect your Tel forms with Pabbly Connect, you will receive a webhook URL. This URL acts as a bridge between the two applications. Copy this webhook URL from your Pabbly Connect dashboard.

Now, go to your Tel account, select the form you want to use, and navigate to the Integrations section. Click on ‘Edit’ under the Webhook option and paste the copied URL. Save the changes to establish the connection.

• Ensure the webhook is active by performing a test submission.
• Return to Pabbly Connect to confirm that the response has been captured.

Once the response is received, you can proceed to the next step of sending automated WhatsApp messages.

4. Setting Up WhatsApp Integration in Pabbly Connect

Now that you have connected Tel forms, it’s time to set up WhatsApp as the action application in Pabbly Connect. Select ‘WhatsApp by AI Sensei’ from the action application options.

In the Action Event dropdown, choose ‘Send Template Message’. If you have an existing connection, you can save it. Otherwise, click on ‘Add New Connection’ and enter your API key from your AI Sensei account to establish the connection.

Navigate to your AI Sensei account, go to the Manage section, and click on API. Generate and copy the API key, then return to Pabbly Connect to paste it.

Once connected, you can configure the message details, including the campaign name and template parameters using data from the form submissions.

5. Testing the Integration in Pabbly Connect

Finally, test your automation setup in Pabbly Connect to ensure everything works correctly. Enter the campaign name and map the phone number from the form responses to send the WhatsApp message.

Click on ‘Save and Send Test Request’ to see if the message is sent successfully. Check your WhatsApp to confirm the message has been received. If everything is set up correctly, you should see a personalized message based on the form submission.

Fill out the form again with new dummy details to test the dynamic nature of your setup. Ensure that the correct personalized message is sent for each submission.

This confirms that your automation between Tel forms and WhatsApp via Pabbly Connect is functioning perfectly!

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages on form submissions from Tel forms. By setting up triggers and actions, you can streamline communication with your customers effectively.