Learn how to automate email and WhatsApp messages on Contact Form 7 submissions using Pabbly Connect. Step-by-step guide for seamless integration. 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 with your integration process using Pabbly Connect, you need to access the platform. Begin by searching for Pabbly Connect in your browser and open the landing page. You will see options to sign in or sign up for free.
If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can simply click on ‘Sign in’. Once logged in, navigate to the dashboard and select ‘Access now’ under Pabbly Connect to begin creating your workflow.
2. Creating Your Workflow in Pabbly Connect
After accessing Pabbly Connect, you will need to create a new workflow. Click on the ‘Create workflow’ button and provide a name for your workflow, such as ‘Send Email and WhatsApp Message on Contact Form 7 Submission’. Choose a folder to save this workflow. using Pabbly Connect
- Click on ‘Create’ to open the workflow window.
- Select ‘Contact Form 7’ as your trigger application.
- Choose ‘New Form Submission’ as the trigger event.
Now, Pabbly Connect will generate a webhook URL that you will use to connect your Contact Form 7 plugin in WordPress. This URL is crucial for the automation process.
3. Setting Up Contact Form 7 with Pabbly Connect
To integrate Contact Form 7 with Pabbly Connect, you must first ensure the Contact Form 7 plugin is installed and activated in your WordPress dashboard. Navigate to the plugins section, and if not installed, add the Contact Form 7 plugin.
- Edit the form you wish to connect.
- Locate the webhook settings in the form editor.
- Paste the webhook URL generated by Pabbly Connect into the webhook URL field.
Finally, click on the ‘Save’ button to ensure that the webhook is activated. This step allows Pabbly Connect to receive data from new submissions in your Contact Form 7.
4. Sending WhatsApp Messages Using Pabbly Connect
Next, you will set up the action to send WhatsApp messages through Pabbly Connect. For this, select ‘AI Sensei’ or any other WhatsApp messaging service as your action application. Choose ‘Send Template Message’ as the action event.
Connect your WhatsApp account by entering the required API key. Map the mobile number and user name fields to pull data from the Contact Form 7 submission. Set up the message template that will be sent to the user.
Once all details are configured, click on ‘Save and send test request’. This will send a test WhatsApp message to ensure everything is working correctly. You should see a confirmation of the successful message sent.
5. Sending Email Notifications through Pabbly Connect
Finally, to complete the integration, you will set up email notifications using Gmail via Pabbly Connect. Select Gmail as your action application and choose ‘Send Email V2’ as the action event. Connect your Gmail account by allowing the necessary permissions.
Map the recipient’s email address and other fields from the Contact Form 7 submission. Set the email subject and body content, ensuring to personalize it with the user’s name and inquiry details. Click on ‘Save and send test request’ to send a test email.
Once you receive a confirmation of the email sent, your workflow is complete. You can now automatically send both WhatsApp messages and email notifications to users who submit the Contact Form 7.
Conclusion
By following this tutorial, you can efficiently integrate WhatsApp and email notifications using Pabbly Connect with Contact Form 7. This automation enhances communication and improves client engagement for your business.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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