Automate WhatsApp Messages with Pabbly Connect and Gravity Forms

Learn how to automate WhatsApp messages using Pabbly Connect and Gravity Forms in this detailed tutorial. Step-by-step guide included! 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. Setting Up Pabbly Connect for Automation

To automate WhatsApp messages through Gravity Forms, you need to access Pabbly Connect. Start by signing up for a free account on the Pabbly website. This process takes just a few minutes, and once you are logged in, you will be directed to your dashboard.

Next, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, give it a name such as ‘Gravity Forms to WhatsApp’, and select the appropriate folder for your automation. This sets the stage for connecting Gravity Forms with WhatsApp through Pabbly Connect.

2. Setting Up Gravity Forms Trigger in Pabbly Connect

In this step, you will connect Gravity Forms as the trigger application in Pabbly Connect. Navigate to the trigger window and select ‘Gravity Forms’ from the application list. Choose ‘New Response’ as the trigger event. This means that every time a new form submission is received, it will trigger the workflow.

• Select Gravity Forms as the app.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL.

After copying the webhook URL, go to your Gravity Forms settings and find the Webhooks option. Add a new webhook, paste the URL, and save the settings. This integration allows Pabbly Connect to receive data from Gravity Forms whenever a new submission occurs.

3. Sending WhatsApp Messages Using Pabbly Connect

Once the trigger is set, the next step is to send a WhatsApp message to the user who submitted the form. In the action step of Pabbly Connect, select ‘WhatsApp by AI Sensi’ as the application. Choose ‘Send Template Message’ as the action event.

Connect your AI Sensi account by entering the API key, which you can find in your AI Sensi account under the API key section. After connecting, you will need to create a WhatsApp template message in AI Sensi that is approved by Meta. This template will be used to send automated messages to users.

• Select ‘WhatsApp by AI Sensi’ as the action app.
• Choose ‘Send Template Message’ as the action event.
• Map the mobile number from the Gravity Forms response.

Once the template is created and mapped, you can test the connection. If successful, the WhatsApp message will be sent to the user’s number as soon as they submit the form.

4. Receiving Notifications on Your Own Number

After sending a message to the user, you may want to receive a notification on your own number as well. For this, you will create another action step in Pabbly Connect. Again, select ‘WhatsApp by AI Sensi’ and choose ‘Send Template Message’.

Connect to your existing AI Sensi account and provide the campaign name for the notification. This time, you will create a different template that includes details about the lead and their inquiry. Map the necessary fields such as name, email, mobile number, and message from the Gravity Forms response.

Select the template for lead notifications. Map your own mobile number to receive the notification. Test the notification to ensure it’s working correctly.

Once everything is set up and tested, you will receive WhatsApp notifications whenever there is a new submission in Gravity Forms, keeping you informed in real-time.

5. Conclusion

In this tutorial, we explored how to automate WhatsApp messages using Pabbly Connect and Gravity Forms. By following the steps outlined, you can easily set up a workflow that sends messages to users and notifies yourself of new submissions. This integration not only enhances communication but also streamlines your workflow effectively.

With Pabbly Connect, you can connect numerous applications and automate various tasks, making your processes more efficient. Start using Pabbly Connect today to leverage the power of automation in your business!