Learn how to integrate Cognito Forms with WhatsApp using Pabbly Connect for automated messaging. Follow this step-by-step tutorial for seamless automation. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect Integration with WhatsApp

Pabbly Connect serves as the central platform to automate the sending and receiving of WhatsApp messages based on Cognito Forms submissions. By connecting these applications, you can ensure instant communication with leads. This integration allows you to send thank you messages and receive lead details automatically. using Pabbly Connect

Using Pabbly Connect, you can set up workflows that trigger actions based on specific events. In this case, when a new form is submitted through Cognito Forms, Pabbly Connect captures this event and executes the defined actions, such as sending WhatsApp messages through AiSensy.

2. Setting Up Pabbly Connect for Workflow Creation

To begin, access Pabbly Connect by visiting the homepage and signing in or creating a new account. Once logged in, you will be directed to the dashboard where you can create new workflows. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. using Pabbly Connect

When prompted, name your workflow something descriptive, such as ‘Send and Get WhatsApp Message on Cognito Forms Submission using AiSensy’. Select a folder to save your workflow for better organization. This is crucial for managing multiple workflows efficiently.

  • Click on ‘Create’ to finalize the workflow setup.
  • Define a trigger event to initiate the automation.
  • Select your trigger application as Cognito Forms.

After creating your workflow, the next step involves defining the trigger, which will be a new entry from Cognito Forms. This sets the stage for Pabbly Connect to execute the actions you’ve defined.

3. Connecting Cognito Forms to Pabbly Connect

In this step, you will connect your Cognito Forms account to Pabbly Connect. Within the workflow, select Cognito Forms as your trigger application and choose the event ‘New Entry’. This means that every time a new form is submitted, Pabbly Connect will capture this event. using Pabbly Connect

Once you select the trigger event, Pabbly Connect will generate a webhook URL. Copy this URL and head over to your Cognito Forms account. In the form settings, navigate to the ‘Build’ section and enable the option to post JSON data to a website. Paste the webhook URL in the designated field and save the changes.

  • Turn on the option for posting JSON data.
  • Enter the webhook URL and click ‘Save’.
  • Publish your form to activate the integration.

After setting up the webhook, you can test the integration by submitting a dummy entry in your Cognito Form. Pabbly Connect will capture this entry, allowing you to proceed with setting up the WhatsApp messaging actions.

4. Sending WhatsApp Messages Using AiSensy

With Pabbly Connect successfully capturing the form submission, the next step is to configure the action to send WhatsApp messages. Select ‘WhatsApp by AiSensy’ as the action application within your workflow. Choose the action event ‘Send Template Message’ to automate the messaging process. using Pabbly Connect

To establish the connection, you will need to enter your AiSensy API key. This can be obtained from your AiSensy account under the management section. After entering the API key in Pabbly Connect, you will be able to select the campaign name that corresponds to the message template you created.

Enter the campaign name for the template. Map the phone number and lead name dynamically to personalize the message. Click ‘Save and Send Test Request’ to verify the setup.

Once you have completed these steps, Pabbly Connect will send a WhatsApp message to the lead thanking them for their submission, ensuring they feel valued and acknowledged immediately.

5. Receiving Lead Details via WhatsApp

In addition to sending a thank you message to the lead, you can also configure Pabbly Connect to send you a WhatsApp message containing the lead details. This ensures you stay informed about new inquiries in real-time. Again, select ‘WhatsApp by AiSensy’ as the action application and choose ‘Send Template Message’. using Pabbly Connect

Use the same API key and connection established earlier. This time, enter the campaign name for the lead alert message, which should include details such as name, email, phone number, city, and type of property. Map these variables dynamically to receive complete information about the lead.

Enter your phone number to receive the lead details. Map all relevant lead details dynamically in the template parameter field. Click ‘Save and Send Test Request’ to finalize the setup.

With this action configured, you will receive a WhatsApp message with all the necessary lead details every time a new form submission occurs, allowing you to follow up promptly and efficiently.

Conclusion

In conclusion, this tutorial demonstrated how to use Pabbly Connect to automate WhatsApp messaging based on Cognito Forms submissions. By following the steps outlined, you can enhance your lead management process and ensure timely communication with your clients. Automating these interactions saves time and improves efficiency, allowing you to focus on growing your business.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.