How to Send Automated WhatsApp Messages on Tally Forms Submission Using Pabbly Chatflow

Learn how to automate WhatsApp messages on Tally Forms submissions using Pabbly Chatflow and Pabbly Chatflow. Step-by-step tutorial included. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

Accessing Pabbly Chatflow for WhatsApp Automation

To send automated WhatsApp messages on Tally Forms submission, you need to access Pabbly Chatflow. Start by visiting the Pabbly website and logging into your account. If you are a new user, you can sign up for free and explore the features available.

Once logged in, navigate to the Pabbly Chatflow dashboard. Here, you will find various tools and applications offered by Pabbly. Select Pabbly Chatflow to begin setting up your automation workflow. This platform is essential for integrating WhatsApp with your Tally Forms.

Setting Up Your Workflow in Pabbly Connect

In this section, you will create a workflow in Pabbly Connect that connects Tally Forms to Pabbly Chatflow. Click on the ‘Create Workflow’ button and name your workflow something descriptive, like ‘Automated WhatsApp Message on Tally Form Submission’. This name helps you identify the workflow later.

After naming your workflow, you will enter the workflow window where you can set up triggers and actions. The first step is to select Tally as your trigger application. Choose the trigger event as ‘New Response’ to initiate the workflow whenever a new form submission occurs.

• Select Tally as the trigger application.
• Choose ‘New Response’ as the trigger event.
• Copy the provided webhook URL for integration.

Once you have completed these steps, you can move on to integrating the webhook in your Tally Forms account. This connection is vital for capturing the form responses automatically.

Integrating Tally Forms with Pabbly Chatflow

To connect Tally Forms with Pabbly Chatflow, log into your Tally account and navigate to the form you want to automate. Go to the integration tab, select ‘Webhooks’, and paste the webhook URL you copied earlier. This step allows Tally to send responses to your Pabbly Connect workflow.

After connecting the webhook, you need to perform a test submission on your Tally form. This action will generate a response that Pabbly Connect can capture. Fill out the form and submit it to ensure that the integration works correctly.

Once the test submission is complete, you will see the captured response in your Pabbly Connect workflow. This confirms that Tally Forms and Pabbly Chatflow are now integrated and ready to send automated messages based on form submissions.

Sending WhatsApp Messages Using Pabbly Chatflow

Next, you will configure Pabbly Chatflow to send WhatsApp messages based on the responses received from Tally Forms. Select Pabbly Chatflow as your action application and choose the action event ‘Send Template Message’. This allows you to send pre-defined messages to your leads.

Before sending messages, you need to set up a WhatsApp number in Pabbly Chatflow. Click on the ‘Add WhatsApp Number’ button and enter the required details, including the Meta API token and WhatsApp Business Account ID. You must create a WhatsApp Cloud API account to obtain these details.

• Enter the Meta API token, phone number ID, and WhatsApp Business Account ID.
• Select the template message you wish to send.
• Map the recipient’s mobile number from the Tally form response.

After mapping the required fields, test the setup by sending a message to ensure everything is functioning correctly. This step is crucial to verify that your leads will receive automated WhatsApp messages seamlessly.

Conclusion

In this tutorial, you learned how to send automated WhatsApp messages on Tally Forms submission using Pabbly Chatflow and Pabbly Connect. By following these steps, you can enhance communication with your leads, ensuring they receive timely responses without manual effort. This automation is a powerful tool for improving customer engagement and lead nurturing.