Automate WhatsApp Messages with Pabbly Connect and WhatsApp Cloud API

Learn how to automate WhatsApp messages using Pabbly Connect with WhatsApp Cloud API and Cognitive Forms in this detailed step-by-step tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To automate WhatsApp messages using Pabbly Connect, first, access the Pabbly Connect homepage. Here, you can sign up for a new account or log in if you are an existing user. This platform will be crucial for connecting your Cognitive Forms with WhatsApp Cloud API.

After signing in, navigate to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button and give your workflow a name, such as ‘Send Automated WhatsApp Message on Cognitive Form Submissions.’ Choose an appropriate folder for your workflow to keep things organized.

2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow that connects Cognitive Forms to WhatsApp Cloud API using Pabbly Connect. After naming your workflow, you will be prompted to set a trigger and action. The trigger will be set to ‘New Entry’ from Cognitive Forms, which means that every time a new form submission is received, the workflow will trigger.

• Select ‘Cognitive Forms’ as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Once you have copied the webhook URL, go to your Cognitive Forms account and paste the URL in the ‘Submit Entry Endpoint’ section of your form. This establishes a connection between Cognitive Forms and Pabbly Connect, allowing it to receive data from form submissions.

3. Testing the Integration with Dummy Data

After setting up the webhook, it’s essential to test the integration to ensure everything works correctly. In your Cognitive Forms account, fill out the form with dummy data. This will help verify if Pabbly Connect captures the submission correctly.

Fill in the fields with sample data like first name, last name, email, mobile number, type of property, and city. After submitting the form, check the Pabbly Connect dashboard for a successful response. If the response shows the data captured, your trigger is set up correctly.

4. Sending Automated WhatsApp Messages

Now that we have our trigger set up, it’s time to configure the action step to send WhatsApp messages through the WhatsApp Cloud API using Pabbly Connect. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event.

To connect your WhatsApp Cloud API account, you will need to provide your token, phone number ID, and WhatsApp business account ID. These details can be obtained from your WhatsApp Cloud API account settings. After entering the required information, click on ‘Save’ to establish the connection.

• Select the template you want to use for the message.
• Map the recipient’s mobile number from the trigger data.
• Insert dynamic variables in the message body for personalization.

Once everything is set, click on ‘Save and Send Test Request’ to send a test message. If successful, you will receive a WhatsApp message on the specified number, confirming that the integration works seamlessly.

5. Conclusion

In this tutorial, we demonstrated how to automate WhatsApp messages using Pabbly Connect and WhatsApp Cloud API. By connecting Cognitive Forms with Pabbly Connect, you can ensure timely responses to leads, enhancing customer engagement and satisfaction. This integration saves time and helps convert inquiries into successful sales.