Automate Keap Contact Creation and WhatsApp Messaging with Pabbly Connect

Learn how to automate Keap contact creation and WhatsApp messaging through Formcan submissions using Pabbly Connect in this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of creating Keap contacts and sending WhatsApp messages, first access Pabbly Connect. This platform allows seamless integration between various applications like Formcan and Keap.

Begin by visiting the Pabbly website. Click on the ‘Sign In’ button if you are an existing user or ‘Sign Up for Free’ for new users. By signing up, you will receive 100 free tasks monthly, which is beneficial for testing the automation.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. This allows you to set up the automation process between Formcan and Keap.

• Name the workflow as ‘Create Keap Contact with Tag on Formcan Submission and Send WhatsApp Message’.
• Select the folder for saving the workflow.
• Click on the ‘Create’ button to finalize.

This sets up the trigger and action boxes that will facilitate the automation process. The trigger will be Formcan, and the action will be Keap.

3. Connecting Formcan to Pabbly Connect

In this step, you will connect Formcan as the trigger application in Pabbly Connect. Choose ‘Formcan’ from the trigger application options and select ‘New Submission’ as the trigger event.

Next, click on the ‘Connect’ button to establish the connection with Formcan. If you have not connected before, select ‘Add New Connection’ and authorize Pabbly Connect to access your Formcan account.

• Select the specific form you want to track (e.g., Lead Form).
• Click on ‘Save and Send Test Request’ to test the connection.

This will ensure that every new submission in Formcan triggers the workflow in Pabbly Connect.

4. Creating Keap Contact in Pabbly Connect

After setting up Formcan as the trigger, the next step is to create a contact in Keap using Pabbly Connect. Select Keap as the action application and choose ‘Create or Update Contact’ as the action event.

Click on the ‘Connect’ button to link your Keap account. After authorization, you will need to map the fields by selecting the corresponding data from the Formcan submission response.

Map the email, first name, last name, and phone number fields. Ensure to use the mapping feature to keep the data dynamic.

Once all the required fields are filled, click on ‘Save and Send Test Request’. This action will create a new contact in your Keap account.

5. Sending WhatsApp Messages via Pabbly Connect

The final step involves sending a WhatsApp message using Pabbly Connect. Select AI Sensei as the action application and choose ‘Send Template Message’ as the action event.

Connect your AI Sensei account by entering the API key. After successful connection, fill in the required fields, including the campaign name and template parameters.

Map the phone number field from the Formcan submission response. Use dynamic mapping for the customer’s name in the template.

Finally, click on ‘Save and Send Test Request’ to send the message. You can check your WhatsApp to confirm the message was received successfully.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Keap contacts and send WhatsApp messages using Pabbly Connect and Formcan. This integration streamlines your workflow and enhances customer engagement.