Automate WhatsApp Messages Using Pabbly Connect with Jord Form Submission

Learn how to automate WhatsApp messages through Jord form submissions using Pabbly Connect. Step-by-step guide to streamline your communication. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate WhatsApp messages based on Jord form submissions, you need to access Pabbly Connect. Start by searching for Pabbly Connect in your web browser and open its landing page. You will see two options: ‘Sign In’ and ‘Sign Up for Free.’ New users can sign up for free to receive 100 tasks each month.

After signing in, you will be directed to the dashboard of Pabbly Connect. From here, you can see various applications offered by Pabbly. Click on the ‘Access Now’ button to start using Pabbly Connect for your automation needs.

2. Creating a Workflow in Pabbly Connect

Creating a workflow in Pabbly Connect is essential for automating your tasks. Click on the ‘Create Workflow’ button on your dashboard. You will be prompted to name your workflow and select a folder for saving it. Name your workflow ‘Automated WhatsApp Messages on Jord Form Submission’ and choose the folder named ‘Automations.’ Click on ‘Create’ to proceed.

• Select the trigger application: Jord Form.
• Choose the trigger event: New Response.
• Copy the webhook URL provided by Pabbly Connect.

After setting up the trigger event, you will see a webhook URL. Copy this URL to integrate with your Jord Form account. This integration will allow Pabbly Connect to receive data whenever a new form is submitted.

3. Integrating Jord Form with Pabbly Connect

To successfully integrate Jord Form with Pabbly Connect, go to your Jord Form account. Open the form you want to work with, navigate to the settings tab, and then select the Integrations tab. Here, search for ‘Webhooks’ and click on it to add a new webhook.

Paste the copied webhook URL from Pabbly Connect into the URL field in Jord Form. Click on ‘Complete Integration’ to finalize the setup. Once done, you will see a confirmation tick, indicating a successful integration between Jord Form and Pabbly Connect.

4. Setting Up WhatsApp Integration in Pabbly Connect

After successfully integrating Jord Form, the next step is to set up WhatsApp in your Pabbly Connect workflow. For the action application, select WhatsApp Cloud API from the list. Choose the action event as ‘Send Template Message’ and click on ‘Connect’ to establish the connection.

You will be prompted to add a new connection. Input your WhatsApp Cloud API details, including the temporary access token, phone number ID, and WhatsApp business account ID. These can be found in your Meta for Developers account. Copy and paste these details into the respective fields in Pabbly Connect.

• Add the temporary access token.
• Input the phone number ID.
• Enter the WhatsApp business account ID.

Once you have filled in all the required fields, click on ‘Save’ to finalize the connection between WhatsApp and Pabbly Connect.

5. Testing the Integration with Pabbly Connect

To ensure that your integration is functioning correctly, you need to test the workflow in Pabbly Connect. Go back to your Jord Form and submit a test entry. Fill in the required fields, such as name, phone number, and email, and then click on ‘Submit’.

After submitting the form, check your Pabbly Connect workflow to verify that it has captured the response. You should see the details of the submission, confirming that the trigger has worked successfully. Next, check your WhatsApp for the automated message sent to the submitted phone number.

If the message appears in WhatsApp, it indicates that the integration is successful. You can repeat this process with different test entries to ensure reliability.

Conclusion

In summary, using Pabbly Connect to automate WhatsApp messages based on Jord form submissions streamlines your communication process. This guide provided a detailed step-by-step tutorial on setting up the integration effectively. By following these instructions, you can enhance your business operations and ensure timely communication with your leads.