Integrating WhatsApp with JotForm Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with JotForm using Pabbly Connect. This detailed tutorial covers every step to automate WhatsApp messages based on form submissions. 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 integrating WhatsApp with JotForm, you first need to access Pabbly Connect. Simply sign in if you are an existing user or create a new account if you are a newcomer. This process takes less than two minutes.

Once you are logged in, you will be directed to the dashboard. Here, look for the ‘Create Workflow’ tab on the right-hand side and click on it to begin the integration process.

2. Creating a Workflow in Pabbly Connect

After clicking ‘Create Workflow’, a dialog box will appear prompting you to name your workflow. Name it something like ‘Send WhatsApp Message on JotForm Submission’ and click on ‘Create’. This sets up the workflow that will automate the process.

• Select ‘JotForm’ as your trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided.

This webhook URL is essential as it acts as a bridge between Pabbly Connect and JotForm. It allows the two applications to communicate effectively.

3. Setting Up JotForm with Webhook

Now, navigate to your JotForm account where you have created your form. Click on ‘Edit Form’ to access the form settings. On the left side, go to ‘Settings’ and then to ‘Integrations’. Here, search for ‘Webhooks’ and select it.

• Paste the webhook URL you copied from Pabbly Connect.
• Click ‘Complete Integration’ to finalize the setup.

After integrating the webhook, perform a test submission on your JotForm. This step is crucial as it allows the data to be recorded in the webhook response of Pabbly Connect.

4. Sending WhatsApp Messages through AI Sensei

Once the webhook integration is complete, return to Pabbly Connect and proceed to set up the action application. Select ‘AI Sensei’ and choose ‘Send Template Message’ as the action event.

To connect to AI Sensei, click on ‘Add New Connection’. You will need to enter your API key from your AI Sensei account. After pasting the API key, click ‘Save’. This connection allows Pabbly Connect to send WhatsApp messages through AI Sensei.

5. Finalizing the Integration and Testing

Now, configure the message details for the WhatsApp notification. Fill in the campaign name and template name from your AI Sensei account. Use the mapping feature to dynamically insert the user’s details such as mobile number, first name, and email address into the message template. using Pabbly Connect

Ensure the mobile number includes the country code without the plus sign. Map the first name and last name into the message template.

Finally, click on ‘Save and Send Test Request’. If everything is set up correctly, the user will receive a WhatsApp message confirming the integration is successful. You can test this by submitting another form in JotForm to ensure real-time functionality.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect to integrate WhatsApp with JotForm allows you to automate message sending based on form submissions effectively. This detailed tutorial has covered every step necessary for a successful integration, ensuring you can streamline your communication processes seamlessly.