Automate WhatsApp Messages with Pabbly Connect: A Step-by-Step Guide

Learn how to automate WhatsApp messages using Pabbly Connect with JotForm submissions. This detailed tutorial covers every step for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin automating WhatsApp messages, access Pabbly Connect by visiting the official website. Once there, you can either sign up for a new account or log in if you are an existing user. This platform is essential for integrating various applications, including WhatsApp and JotForm.

After logging in, you will be directed to the Pabbly Connect dashboard where you can create workflows. This is where you will set up the connections necessary for automating your WhatsApp messaging process. Follow these steps to get started:

• Click on the ‘Create Workflow’ button.
• Name your workflow, such as ‘Send WhatsApp Messages on JotForm Submission’.
• Select the folder for your workflow.

With these initial steps, you are ready to create your first automated workflow using Pabbly Connect.

2. Creating Your Workflow in Pabbly Connect

After setting up your account, it’s time to create a workflow that will automate the sending of WhatsApp messages. Start by choosing JotForm as your trigger application in Pabbly Connect. This will allow you to capture new form submissions automatically.

Next, select the trigger event as ‘New Response’. This means that every time a new form is submitted, Pabbly Connect will trigger the workflow. You will be provided with a webhook URL that you need to copy and use in your JotForm settings to connect the two applications.

• Access your JotForm account and go to the form settings.
• Navigate to Integrations and select Webhooks.
• Paste the webhook URL from Pabbly Connect and save the integration.

This connection ensures that every submission made through JotForm is captured by Pabbly Connect, setting the stage for automated WhatsApp messages.

3. Sending Automated WhatsApp Messages

With your workflow created, it is time to set the action to send automated WhatsApp messages. In this step, you will select WhatsApp as your action application within Pabbly Connect. Choose the action event as ‘Send Template Message’ to utilize pre-defined message templates for your communications.

To connect WhatsApp with Pabbly Connect, click on ‘Connect’ and enter your API key from your WhatsApp account. This key is essential for authenticating the connection and ensuring that messages can be sent efficiently. After entering the API key, proceed to set up the message template that will be sent to users upon form submission.

Enter the campaign name associated with your WhatsApp template. Map the phone number and user name from the JotForm submission data. Customize the message content to include dynamic variables from the submission.

By completing these steps, Pabbly Connect will automatically send a WhatsApp message to the user after they submit their inquiry form, enhancing customer engagement.

4. Receiving Inquiry Details via WhatsApp

In addition to sending messages to customers, Pabbly Connect allows you to receive WhatsApp messages detailing the inquiries submitted through JotForm. To set this up, add another action step in your workflow and select WhatsApp again as the action application.

Similar to the previous steps, choose the action event as ‘Send Template Message’. You will need to launch a new campaign for this template as well, ensuring that the message includes all relevant inquiry details such as name, email, and travel preferences. This ensures that you stay informed about all customer inquiries.

Create a new WhatsApp campaign for inquiry notifications. Map the necessary variables from the JotForm submission to the message template. Ensure the campaign status is set to live for successful message delivery.

With this setup, Pabbly Connect will notify you via WhatsApp every time a new inquiry is received, streamlining your communication process.

5. Conclusion

In this tutorial, we explored how to automate WhatsApp messaging using Pabbly Connect with JotForm submissions. By setting up triggers and actions within Pabbly Connect, you can enhance customer engagement and streamline your inquiry process effectively. This integration not only saves time but also ensures that you remain responsive to customer needs.

Utilizing Pabbly Connect for integrating applications like WhatsApp and JotForm can significantly improve your business communication strategies. Start automating today to enhance your customer service experience!