Automate WhatsApp Messages Using Pabbly Connect for Zoho Form Submissions

Learn how to automate WhatsApp messages on Zoho form submissions using Pabbly Connect. Step-by-step guide to enhance customer engagement. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages using Pabbly Connect, first, access the platform. Open your web browser and go to the Pabbly Connect website. If you don’t have an account, click on ‘Sign Up for Free’ to create one, which only takes a couple of minutes. using Pabbly Connect

Once signed in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration between Zoho Forms and WhatsApp using Galab Box. Click on the ‘Create Workflow’ button, and name your workflow appropriately, such as ‘Send Automated WhatsApp Message on Zoho Form Submission’.

2. Setting Up Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow in Pabbly Connect. The trigger will be based on new form submissions from Zoho Forms. Select Zoho Forms as your trigger application and choose the event ‘New Form Submitted’. This event will initiate the automation process. using Pabbly Connect

• Select the trigger application as Zoho Forms.
• Choose the trigger event as ‘New Form Submitted’.
• Copy the webhook URL provided by Pabbly Connect.

Now, log into your Zoho Forms account and navigate to the form you want to integrate. Under the Integrations section, enable the webhook status and paste the copied webhook URL. Set the content type to ‘application/SL Json’ and save your settings. This step connects Zoho Forms to Pabbly Connect, allowing form submissions to trigger actions.

3. Capturing Form Submissions through Pabbly Connect

After setting up the trigger, it’s essential to capture the form submissions in Pabbly Connect. To do this, submit a test entry in your Zoho Form. Once the form is submitted, Pabbly Connect will receive the data through the webhook. using Pabbly Connect

Check the response in Pabbly Connect to ensure that the data has been captured correctly. You should see the submitted details, including the user’s first name, last name, email, and WhatsApp number. This information is crucial for sending personalized messages through WhatsApp.

• Ensure the test submission includes all required fields.
• Verify that the captured response contains accurate details.

Once confirmed, you can proceed to set up the action step that will send the WhatsApp message using Galab Box.

4. Sending WhatsApp Messages Using Galab Box

Now that we have captured the form submission details, it’s time to send a WhatsApp message through Galab Box. In Pabbly Connect, select Galab Box as your action application and choose the action event ‘Send Template Text Message’. This will allow you to send a predefined message template to the user. using Pabbly Connect

To connect Galab Box with Pabbly Connect, you will need your Account ID, API Key, and API Secret. Log into your Galab Box account, retrieve these details, and input them into the corresponding fields in Pabbly Connect. After entering the required information, click on ‘Save’ to establish the connection.

Select ‘Send Template Text Message’ as the action event. Input your Account ID, API Key, and API Secret from Galab Box. Choose a message template to send.

Ensure that you map the recipient’s details correctly, including their name and WhatsApp number, to personalize the message. This setup will ensure that every new form submission triggers an automated WhatsApp message to the user.

5. Testing and Confirming the Integration

After setting up the action step, it’s crucial to test the entire integration process. Submit another entry in your Zoho Form to see if the automated WhatsApp message is sent successfully. Monitor Pabbly Connect for any errors and confirm that the message is received on WhatsApp. using Pabbly Connect

If the message appears correctly, your integration is successful! You have now automated WhatsApp messages based on Zoho Form submissions using Pabbly Connect, enhancing customer engagement.

In summary, you have successfully created a workflow in Pabbly Connect that connects Zoho Forms and Galab Box to send automated WhatsApp messages. This integration can significantly improve response times and customer satisfaction.

Conclusion

In this tutorial, you learned how to automate WhatsApp messages using Pabbly Connect for Zoho Form submissions. By following the steps outlined, you can enhance customer communication effectively and efficiently.