Automate WhatsApp Messages with Pabbly Connect and Elementor Form Submissions

Learn how to automate WhatsApp messages for Elementor form submissions using Pabbly Connect and Gabox. Follow our step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages, access Pabbly Connect by entering the URL Pabbly.com/connect in your browser. Once on the homepage, you will see options to sign in or sign up for free.

If you are new to Pabbly Connect, click the ‘Sign up for free’ button to create an account. After signing up, you will receive 100 free tasks per month to explore the platform. Existing users can simply sign in to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard and click on ‘Create Workflow’. A dialog box will appear asking for a workflow name. Enter a descriptive name like ‘Send Automated WhatsApp Messages on Elementor Form Submission’.

• Select a folder to save your workflow, such as ‘WhatsApp Marketing Automations’.
• Click the ‘Create’ button to finalize your workflow setup.

Once created, you will see a blank workflow with two sections: Trigger and Action. The trigger will be set to Elementor, and the action will be set to Gabox to send WhatsApp messages.

3. Setting Up the Trigger with Elementor

In the trigger section of Pabbly Connect, select Elementor as your trigger application. The trigger event will be set to ‘New Form Submission’, which indicates that the workflow will start when a form is submitted on your Elementor form.

Upon selecting the trigger, you will receive a webhook URL. This URL is essential as it acts as a bridge to transfer data from Elementor to Pabbly Connect when the form is submitted. Copy this URL for the next steps.

• Log into your WordPress account and access the Elementor editor for your form.
• In the form settings, go to the ‘Actions After Submit’ section and select ‘Webhook’.
• Paste the copied webhook URL and click ‘Update’ to save your changes.

This integration ensures that every time a lead submits the form, the data is sent to Pabbly Connect for further processing.

4. Configuring the Action with Gabox

Now that the trigger is set up, it’s time to configure the action in Pabbly Connect. Select Gabox as your action application and choose the action event ‘Send Template Text Message’. This setup will allow you to send a WhatsApp message automatically to the lead.

You will need to create a new connection to your Gabox account by entering your Account ID, API Key, and API Secret. These details can be found in your Gabox account under account settings and API settings. Make sure to follow the instructions provided in Gabox to generate the API key and secret.

Copy your Account ID from the Gabox account details. Generate a new API Key and API Secret with the required permissions.

Once you have entered these details in Pabbly Connect, click ‘Save’ to establish the connection. This will allow you to send WhatsApp messages using templates created in Gabox.

5. Sending WhatsApp Messages to Leads

With the connection established, it’s time to set up the message details. In Pabbly Connect, select the template you want to use for sending WhatsApp messages. Ensure that your template includes variables for personalization, such as the lead’s name.

Map the fields from the Elementor form submission to the corresponding fields in Gabox. This includes mapping the lead’s name and phone number so that each message is personalized. Make sure to format the phone number correctly, including the country code.

Use the mapped fields to personalize the message for each lead. Test the setup by submitting the form again to ensure that messages are sent correctly.

After testing, you should see that a WhatsApp message is sent automatically to the lead upon form submission, confirming that the integration is successful with Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for Elementor form submissions. By following these steps, you can streamline communication with leads seamlessly. Automating this process enhances customer engagement and ensures timely responses to inquiries.