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

Learn how to automate WhatsApp messages on form submission using Pabbly Connect, Elementor, and Google Sheets. Follow this detailed tutorial for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages, first access Pabbly Connect by visiting the official website. If you’re a new user, click on the ‘Sign Up Free’ button to create an account and receive 300 tasks every month. Existing users can simply log in.

After logging in, you will arrive at the Pabbly dashboard. Here, you can see all available applications. To set up your integration, click on the ‘Create Workflow’ button located in the top right corner. This is where you’ll begin the process of connecting your applications.

2. Creating a Workflow in Pabbly Connect

In your new workflow dialog box, name your workflow something descriptive, such as ‘Send Automated WhatsApp Message on Elementor Form Submission and Add Details in Google Sheets.’ Select a folder for better organization of your workflows. using Pabbly Connect

• Create a new workflow by clicking on ‘Create’.
• Name your workflow appropriately.
• Select a folder to save your workflow.

Once you have created your workflow, you will see options for setting up a trigger and action. The trigger indicates what will start your automation, while the action defines what will happen as a result. In this case, the trigger will be a new form submission from Elementor.

3. Setting Up the Trigger with Elementor

To configure the trigger, select ‘Elementor’ as your application. Then, choose ‘New Form Submission’ as the trigger event. This means that every time someone submits a form on your Elementor site, it will initiate the workflow in Pabbly Connect.

After selecting the trigger event, you will receive a webhook URL. Copy this URL to link your Elementor form with Pabbly Connect. Go to your WordPress dashboard, edit your Elementor form, and navigate to the ‘Actions After Submit’ section. Here, select ‘Webhook’ and paste the copied URL into the designated field.

4. Adding Google Sheets Action in Pabbly Connect

Now that your trigger is set, the next step is to add an action to store the form submission data in Google Sheets. In your workflow, select ‘Google Sheets’ as the action application and choose ‘Add a New Row’ as the action event.

• Sign in to your Google account through Pabbly Connect.
• Choose the spreadsheet and specific sheet where you want to save the data.
• Map the fields from the Elementor form to the corresponding columns in Google Sheets.

Ensure that all necessary fields such as name, email, phone number, type of property, city, and date are mapped correctly. This will allow Pabbly Connect to dynamically insert the new lead’s details into your spreadsheet whenever a form is submitted.

5. Sending Automated WhatsApp Messages

To finalize the automation, add another action step to send WhatsApp messages using the WhatsApp Cloud API. Select ‘WhatsApp Cloud API’ as the action application and choose ‘Test Send Template Message’ as the action event. using Pabbly Connect

Connect your WhatsApp Cloud API by entering the required credentials such as the access token and phone number ID. After setting up the connection, select the template you created for sending messages. Map the phone number from the form submission to ensure it reaches the correct recipient.

Once everything is set, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully. With this setup, every new form submission will trigger an automated WhatsApp message to the lead, enhancing your responsiveness and customer service.

Conclusion

This tutorial demonstrates how to automate WhatsApp messages using Pabbly Connect, Elementor, and Google Sheets. By following these steps, you can streamline your lead management process and improve your communication with potential clients.