Automate WhatsApp Messages on Form Submission with Pabbly Connect

Learn how to automate WhatsApp messages using Pabbly Connect with Tel forms and AI Sensei. Step-by-step guide on setting up your integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Automation

To automate WhatsApp messages using Pabbly Connect, first, you need to access the platform. Visit the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser. This is the starting point for your integration process.

Once on the site, click on the ‘Sign In’ button if you already have an account or ‘Sign Up for Free’ to create a new one. New users can enjoy 100 free tasks per month, making it easy to get started with automation.

2. Create a Workflow in Pabbly Connect

After signing in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Automated WhatsApp Message on Form Submission’, and select a folder to save it.

• Click on ‘Create’ to finalize your workflow setup.
• You’ll see two boxes: one for Trigger and another for Action.

In the Trigger section, select ‘Tel forms’ as your application and choose ‘New Response’ as the trigger event. This setup ensures that every time a form is submitted, it triggers the workflow.

3. Connect Tel Forms with Pabbly Connect

To connect Pabbly Connect with Tel forms, you will need a webhook URL. This URL acts as a bridge for data transfer. After selecting ‘New Response’ in the Trigger event, a webhook URL will be generated.

Copy this URL and go to your Tel account. Navigate to the form you want to connect, click on ‘Integrations’, and then select the Webhook option. Paste the copied URL into the designated field and save the changes.

4. Test the Webhook Connection

After saving your webhook URL in Tel forms, go back to Pabbly Connect and check for the webhook response. You’ll see a message indicating that it’s waiting for a response. To test this, submit a dummy form through your Tel form.

• Fill in the form with test data and submit it.
• Check back in Pabbly Connect to see if the response has been captured.

Once you see the captured response, it confirms that your Tel forms are successfully connected to Pabbly Connect and ready for the next step.

5. Set Up WhatsApp Action with AI Sensei

In this final step, select ‘WhatsApp by AI Sensei’ as your Action application in Pabbly Connect. Choose ‘Send Template Message’ as your action event. If you don’t have an existing connection, click on ‘Add New Connection’ and enter your API key from your AI Sensei account.

Next, fill in the required fields such as campaign name and mobile number. For the campaign name, use the name of your template created in AI Sensei. Map the mobile number from the form response to ensure messages are sent to the correct recipient.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect with Tel forms and AI Sensei. By following these steps, you can enhance your business communication through automation and improve customer engagement.