Get WhatsApp Notification for Heyflow Forms Submission Using Pabbly Connect

Learn how to set up WhatsApp notifications for Heyflow forms submissions using Pabbly Connect. Follow this detailed guide for seamless integration. 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. Accessing Pabbly Connect for WhatsApp Notifications

To start, access Pabbly Connect by visiting the official website. If you already have an account, simply sign in. If not, you can sign up for free, which takes only a couple of minutes. With Pabbly Connect, you can automate tasks and integrate various applications seamlessly.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will find options to create new workflows and manage existing ones. Click on the ‘Create Workflow’ button to initiate the process.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, you need to create a new workflow specifically for capturing Heyflow form submissions. Name your workflow appropriately, such as ‘Get WhatsApp Notification for Heyflow Form Submission.’ Select the folder where you want to save this workflow and click on ‘Create’.

• Click on the ‘Create Workflow’ button.
• Name your workflow.
• Select a folder to save the workflow.

After creating the workflow, you will see two main boxes: Trigger and Action. The Trigger is the event that starts the workflow, while the Action is what happens as a result. For this integration, select ‘Heyflow’ as your Trigger application and choose ‘New Response’ as the trigger event.

3. Connecting Heyflow to Pabbly Connect

To connect Heyflow with Pabbly Connect, you will need a webhook URL. This URL works as a bridge between Heyflow and Pabbly Connect. Copy the provided webhook URL from the Trigger setup in Pabbly Connect.

Now, go to your Heyflow account and navigate to the specific form you want to integrate. Under the integration settings, find the option for webhooks and add a new webhook. Paste the copied URL into the designated field, provide a display name, and set the method to POST. Finally, activate the webhook.

4. Setting Up WhatsApp Notification Using Pabbly Connect

After setting up the trigger, the next step is to configure the action to send WhatsApp notifications. In Pabbly Connect, select ‘WhatsApp Cloud API’ as the action application and choose ‘Send Template Message’ as the action event.

• Choose WhatsApp Cloud API for the action.
• Select ‘Send Template Message’ as the action event.
• Connect your WhatsApp Cloud API account by providing necessary credentials.

To send a WhatsApp message, you will need to enter your temporary access token, phone number ID, and WhatsApp business account ID. These details can be obtained from your WhatsApp Cloud API account. Once you have entered all the required information, save the settings.

5. Mapping Data and Testing the Workflow

Now that you have connected both applications, it’s time to map the data fields from the Heyflow form submission to the WhatsApp message template. In Pabbly Connect, select the template you previously created for WhatsApp notifications.

Map the necessary fields such as the name, email, and phone number from the Heyflow response to the WhatsApp message body. Once everything is set up, click on ‘Save and Send Test Request’ to test the workflow. You should receive a WhatsApp notification with the details of the form submission.

Conclusion

In this tutorial, we’ve successfully integrated Heyflow with WhatsApp using Pabbly Connect. By following these detailed steps, you can automate WhatsApp notifications for any form submissions received through Heyflow. This setup enhances your communication process, ensuring you never miss important submissions.