Automate WhatsApp Notifications with Pabbly Connect and Gravity Forms

Learn how to automate WhatsApp notifications using Pabbly Connect, Gravity Forms, and AI Sensi in this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin automating WhatsApp messages, you need to set up Pabbly Connect. First, create a free account by signing up using the link provided in the description. After signing up, log into your Pabbly Connect dashboard.

Once logged in, click on the ‘Create Workflow’ button. Give your workflow a name, such as ‘Gravity Forms to AI Sensei’. Select the appropriate folder for your workflow and click ‘Create’. This will set the stage for connecting Gravity Forms with WhatsApp notifications using Pabbly Connect.

2. Connecting Gravity Forms with Pabbly Connect

In this section, we will connect Gravity Forms to Pabbly Connect. Start by selecting ‘Gravity Forms’ as your app in the trigger window. Choose the trigger event as ‘New Response’. Pabbly Connect will generate a webhook URL for you.

• Copy the webhook URL provided by Pabbly Connect.
• In your Gravity Forms, go to the form settings and find the Webhooks option.
• Click on ‘Add New’ and paste the copied webhook URL in the Request URL field.

After saving the settings, your webhook will be active. Now, whenever a new form submission occurs, Pabbly Connect will capture the response, allowing you to automate the next steps.

3. Sending WhatsApp Messages via AI Sensi

With Gravity Forms connected to Pabbly Connect, the next step is to send WhatsApp messages using AI Sensi. In the action step of your workflow, select ‘WhatsApp by AI Sensi’ and choose ‘Send Template Message’ as the action event.

Click on ‘Connect’ and add a new connection by entering your AI Sensi API key. This key can be found in the AI Sensi account under the API key section. After connecting, you will need to create a WhatsApp message template in AI Sensi that has been approved by Meta.

• Navigate to the Campaign section in AI Sensi to create a new campaign.
• Select the approved template for your WhatsApp message.
• Map the mobile number from Gravity Forms to the WhatsApp message field in Pabbly Connect.

Once you have mapped all required fields and parameters, save your settings and test the request. If successful, the WhatsApp message will be sent to the user who submitted the form.

4. Receiving Notifications on Your Number

Finally, to receive notifications on your own WhatsApp number, you will repeat the process of selecting ‘WhatsApp by AI Sensi’ in a new action step in Pabbly Connect. Choose the same action event, ‘Send Template Message’.

Use the same connection established earlier. Create a new campaign in AI Sensi for receiving lead alerts. Map your own mobile number and enter the template parameters accordingly, ensuring to include your name and the lead’s details.

Input the campaign name as ‘New Lead Alert’. Map the parameters such as lead name, email, and message from the Gravity Forms submission. Click ‘Save’ and send a test request.

Once the test request is sent, you should receive a notification on your WhatsApp with the details of the lead, confirming that the integration via Pabbly Connect is working perfectly.

5. Testing Your Automation Workflow

Now that you have set up everything, it’s time to test your automation. Go back to your Gravity Forms and make a test submission. Enter a name, email, and mobile number, along with a message.

After submitting the form, check your WhatsApp for the confirmation message sent to the lead. You should also receive a notification on your own number with the lead’s details. This will demonstrate that the entire workflow is functioning correctly through Pabbly Connect.

In case of any issues, revisit the settings in Pabbly Connect to ensure all fields are correctly mapped and configured. Testing multiple submissions will help confirm the reliability of your automation.

Conclusion

By following this tutorial, you can effectively automate WhatsApp notifications using Pabbly Connect, Gravity Forms, and AI Sensi. This integration not only streamlines your communication but also ensures timely responses to your inquiries, enhancing your overall workflow efficiency.