Automate WhatsApp Messages with Pabbly Connect and Zoho Forms

Learn how to automate WhatsApp messages on Zoho form submission using Pabbly Connect. Step-by-step tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, you need to access Pabbly Connect. Start by opening your web browser and navigating to Pabbly’s official website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This allows you to utilize 100 tasks free every month, which is perfect for testing your automation.

After signing up or logging in, you will be directed to the Pabbly Connect dashboard. Here, you can see various applications available for integration. To initiate a new workflow, click on the ‘Create Workflow’ button and name your workflow appropriately, such as ‘Send Automated WhatsApp Message on Zoho Form Submission’.

2. Setting Up Trigger with Zoho Forms

The next step involves setting up the trigger using Pabbly Connect and Zoho Forms. In your newly created workflow, you will find two sections: Trigger and Action. Begin by selecting Zoho Forms as your trigger application. Then, choose the trigger event as ‘New Form Submitted’.

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

After copying the webhook URL, log into your Zoho Forms account and navigate to the form you want to connect. Click on the ‘Edit’ button, go to the Integrations tab, and enable the webhook option. Paste the webhook URL you copied from Pabbly Connect into the designated field and save your changes.

3. Testing the Trigger with Form Submission

Now that you have set up the trigger, it’s time to test it. Go back to your Zoho Forms and fill out the registration form with test data. This step is crucial as it will send a sample submission to Pabbly Connect, allowing you to verify that the integration is functioning correctly.

Once you submit the form, return to Pabbly Connect and check if it has received the webhook response. You should see the details filled in the form, including the first name, last name, email, and WhatsApp number of the user. This confirmation indicates that your trigger setup is successful.

4. Configuring Action with Galab Box

With the trigger successfully set up, the next step is to configure the action using Pabbly Connect and Galab Box. In the action section of your workflow, select Galab Box as the action application and set the action event to ‘Send Template Text Message’.

To connect Galab Box with Pabbly Connect, you will need to provide your Account ID, API Key, and API Secret. Log into your Galab Box account, navigate to your profile to find your Account ID, and create a new API Key under the API settings. Ensure you grant the necessary permissions as specified in Pabbly Connect.

• Retrieve your Account ID from Galab Box.
• Generate a new API Key and API Secret.
• Ensure to set the correct permissions for the API Key.

After entering these details in Pabbly Connect, select the template you wish to use for sending the WhatsApp message. This could be a welcome message or any other template you have set up in your Galab Box account.

5. Finalizing and Testing the Integration

After filling in all the required information, click on the ‘Save’ button in Pabbly Connect. This action finalizes your workflow. To test the entire integration, submit another entry through your Zoho Form. If everything is set up correctly, you should receive a WhatsApp message at the number you provided in the form.

Check your WhatsApp to see if the message has arrived. This message will be personalized with the user’s name, confirming that the integration is working as intended. By automating WhatsApp messages through Pabbly Connect, you can significantly enhance customer engagement and streamline your communication process.

Conclusion

Using Pabbly Connect, you can seamlessly automate WhatsApp messages based on Zoho form submissions. This integration not only saves time but also improves customer interaction by providing immediate responses. By following the steps outlined, you can enhance your workflow and ensure efficient communication.