Automate WhatsApp Messaging with Pabbly Connect and System.io Forms

Learn how to automate WhatsApp messages using Pabbly Connect with System.io form submissions. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp messaging with System.io form submissions, you need to access Pabbly Connect. First, visit the Pabbly Connect website and log in to your account. If you are new, you can sign up for free and receive 100 tasks every month.

After logging in, you will see the dashboard displaying all Pabbly products. Click on the Pabbly Connect option to proceed. This platform will allow you to create workflows that automate your processes seamlessly.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear prompting you to name your workflow.

• Name your workflow something descriptive, such as ‘Send WhatsApp Message on System.io Form Submission’.
• Select a folder to save your workflow.
• Click on the ‘Create’ button to finalize the workflow creation.

Your workflow is now set up in Pabbly Connect, ready to be configured with triggers and actions for automation.

3. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for your workflow in Pabbly Connect. For this automation, select System.io as your trigger application. This is crucial as it will capture the form submission data.

Choose the trigger event as ‘Subscribe to a Form’. This event will allow you to collect the details of leads who submit the form. After selecting the trigger, Pabbly Connect provides you with a webhook URL that you will need to copy and paste into your System.io account to establish the connection.

4. Connecting System.io to Pabbly Connect

To connect System.io with Pabbly Connect, log into your System.io account and navigate to the sales funnel where your form is located. Click on the automation section and create a new workflow that triggers when a contact subscribes to your form.

In the automation settings, select the form you created and paste the webhook URL from Pabbly Connect. This setup ensures that every time a lead submits the form, the data is sent to Pabbly Connect, triggering the next steps in your workflow.

Once the connection is established, test the form submission to ensure that Pabbly Connect captures the response correctly. This is essential for confirming that your workflow is functioning as intended.

5. Sending WhatsApp Messages via Pabbly Connect

Now that the trigger is set up, the final step is to send WhatsApp messages using Pabbly Connect. Select Pabbly Chatflow as the action application and choose the action event as ‘Send CURL Request’. This action will allow you to send messages to your leads using their WhatsApp numbers.

In the action settings, you will need to enter the API token and configure the message body using the template you created earlier. Ensure that all dynamic fields are mapped correctly to pull the lead’s information from the previous step.

Once everything is configured, click on the ‘Save and Send Test Request’ button. If successful, you will see a confirmation that the message has been sent. You can check your Pabbly Chatflow inbox to verify that the WhatsApp message was delivered to your lead.

Conclusion

This tutorial shows how to automate WhatsApp messaging using Pabbly Connect with System.io form submissions. By following these steps, you can enhance customer engagement and streamline your communication process effectively.