Automate WhatsApp Messages Using Pabbly Connect and Form Submissions

Learn how to automate WhatsApp messages from form submissions using Pabbly Connect. Step-by-step guide to streamline your lead engagement process. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Automation

To begin automating WhatsApp messages, first access Pabbly Connect. This platform is essential for integrating various applications, including form builders and messaging services.

Log into your Pabbly Connect account. If you are new, you can sign up for free and get 100 tasks every month. After logging in, navigate to the Pabbly Connect dashboard to create a new workflow.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you can create a workflow to automate the process. Click on the ‘Create Workflow’ button on the top right corner of the dashboard.

A dialog box will appear, prompting you to enter a workflow name and select a folder. Name your workflow ‘Send WhatsApp Message from Webhook Response’ and choose a suitable folder. After this, click on the ‘Create’ button.

• Enter a name for your workflow.
• Select a folder to save your workflow.
• Click ‘Create’ to finalize.

Your workflow is now set up, and you will see two sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens in response.

3. Setting Up the Trigger with Webhook by Pabbly

The next step involves setting up the trigger. Select ‘Webhook by Pabbly’ as your trigger application. This feature allows you to connect applications that are not natively integrated.

Choose the ‘Catch Webhook’ option. Pabbly Connect will generate a unique webhook URL for you. Copy this URL, as it will be used to connect your form application to Pabbly Connect.

• Select ‘Webhook by Pabbly’ as the trigger application.
• Choose ‘Catch Webhook’ to generate a URL.
• Copy the generated webhook URL.

Now, integrate this webhook URL with your form builder application to capture form submissions.

4. Integrating Form Builder with Pabbly Connect

After copying the webhook URL, open your form builder application. Navigate to the Integrations section and select Webhooks.

Click on ‘Create Webhook’ and paste the URL you copied from Pabbly Connect. Save the webhook to establish the connection.

Go to the Integrations section of your form builder. Select Webhooks and click ‘Create Webhook’. Paste the webhook URL and save it.

Once saved, return to your Pabbly Connect workflow and wait for a webhook response by submitting a test form.

5. Sending WhatsApp Messages Using Pabbly Connect

With the webhook successfully set up, you can now send WhatsApp messages. Add an action step by selecting ‘WhatsApp by AI Sensi’ in your workflow. using Pabbly Connect

Choose the action event as ‘Send Template Message’. Connect to your WhatsApp account using the API key. Enter the campaign name and select the message template you created earlier.

Select ‘WhatsApp by AI Sensi’ as the action application. Choose ‘Send Template Message’ as the action event. Connect using the API key and enter campaign details.

Map the lead’s details from the previous steps into the WhatsApp message template. Finally, test the automation to ensure everything works smoothly.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect. By integrating form submissions with WhatsApp, you can enhance customer engagement and streamline your communication process.