How to Send WhatsApp Messages for Tally Form Submission Using Pabbly Connect

Learn to automate WhatsApp messages for Tally form submissions using Pabbly Connect. This step-by-step guide covers the integration process with detailed instructions. 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. Accessing Pabbly Connect for Integration

To send WhatsApp messages for Tally form submissions, you’ll first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. If you don’t have an account, you can create a free account in just a couple of minutes.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will find a blue button labeled ‘Create Workflow’. Clicking this button will allow you to set up your automated workflow for sending WhatsApp messages upon Tally form submissions.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button and name your workflow something like ‘Send WhatsApp Message on Tally Form Submission Automatically’. Choose a folder for better organization and click on ‘Create’.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

You will now see two boxes representing Trigger and Action. For this integration, select Tally as the trigger application and WhatsApp via AI Sensei as the action application. This setup will ensure that a WhatsApp message is sent whenever a form is submitted in Tally.

3. Connecting Tally with Pabbly Connect

To connect Tally with Pabbly Connect, select the trigger event as ‘New Response’. This event will trigger the automation whenever a new form response is submitted. You will see a webhook URL generated which needs to be copied for Tally’s configuration.

Now, head over to your Tally dashboard. Edit the form you wish to connect, go to the settings, and find the Integrations option. Here, delete any existing webhook URL and paste the one you copied from Pabbly Connect. Click on connect to establish the link.

4. Testing the Connection and Mapping Data

After connecting Tally to Pabbly Connect, it’s essential to perform a test submission. Fill out the form with dummy data and submit it. This step will capture the data and ensure that the webhook is functioning correctly. Once submitted, you should see the response recorded in Pabbly Connect.

• Fill out the Tally form with dummy details.
• Submit the form to capture the response.
• Check Pabbly Connect for the recorded response.

Now, you can proceed to connect AI Sensei with Pabbly Connect to automate WhatsApp messaging. Select the action event ‘Send Template Message’ and create a new connection using your API key from AI Sensei.

5. Sending WhatsApp Messages via AI Sensei

In this final step, you will configure the WhatsApp message that will be sent. In Pabbly Connect, you need to provide the campaign name and select the approved template for your WhatsApp message. Ensure that the phone number is formatted correctly with the country code.

Map the required fields such as first name, last name, email, and phone number from the Tally form responses. This mapping allows the personalized data to be sent automatically in the WhatsApp message. Once done, click on ‘Save and Send Test Request’ to see the message being sent to your WhatsApp.

After testing, you will receive a confirmation that the message has been sent successfully. This entire process illustrates how Pabbly Connect enables seamless integration between Tally and WhatsApp through AI Sensei, automating your messaging tasks effortlessly.

Conclusion

In this tutorial, we explored how to automate sending WhatsApp messages for Tally form submissions using Pabbly Connect. By following these steps, you can streamline communication and enhance user engagement effortlessly. Automate your processes today!