Learn how to integrate Typeform with WhatsApp using Pabbly Connect. This tutorial details step-by-step instructions to automate WhatsApp messages on Typeform submissions. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Typeform with WhatsApp, you first need to access Pabbly Connect. Visit the Pabbly Connect website and sign in or create a new account. If you’re new, signing up provides you with 100 free tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. This dashboard is where you can manage all your workflows. Click on the ‘Create Workflow’ button to begin setting up your automation.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow to send and receive WhatsApp messages on Typeform submissions. Start by naming your workflow, for example, ‘Send and Get WhatsApp Message on Typeform Submission using AiSensy’. using Pabbly Connect

  • Select the folder for your workflow.
  • Click on ‘Create’ to finalize your workflow setup.
  • You will see two boxes: Trigger and Action.

Here, the trigger application is Typeform, which will activate the workflow upon a new submission. Select ‘New Entry’ as the trigger event to capture submissions.

3. Connecting Typeform to Pabbly Connect

To connect Typeform to Pabbly Connect, click on the ‘Connect’ button. If you already have a connection, you can save it, or you can create a new one. To establish a new connection, click on ‘Add New Connection’ and follow the prompts to log in to your Typeform account.

Once connected, select the specific Typeform you want to use from the dropdown menu. After selecting your form, click on ‘Save and Send Test Request’ to initiate a test submission. This will allow Pabbly Connect to capture the response from Typeform.

4. Sending WhatsApp Messages Using AiSensy

After successfully connecting Typeform, the next step involves sending a WhatsApp message using AiSensy. In the action application, select WhatsApp by AiSensy and choose ‘Send Template Message’ as the action event. using Pabbly Connect

  • Click on ‘Connect’ to establish a connection with AiSensy.
  • Enter your API key from your AiSensy account to authenticate the connection.
  • Map the necessary fields including campaign name and mobile number.

Ensure that you correctly map the template parameters such as the lead’s name, which will personalize the message sent through WhatsApp.

5. Receiving WhatsApp Messages on New Leads

Finally, you will set up another action to receive WhatsApp messages whenever a new lead submits the Typeform. Again, select WhatsApp by AiSensy and use the same ‘Send Template Message’ action. using Pabbly Connect

Repeat the connection process and ensure to map the campaign name and the lead details properly. This will allow you to receive notifications directly on your WhatsApp about new leads.

After completing all these steps, test the entire workflow by submitting a new entry on your Typeform. You should receive both the welcome message and the notification about the new lead in your WhatsApp.

Conclusion

In this tutorial, we successfully integrated Typeform with WhatsApp using Pabbly Connect. By following these steps, you can automate the process of sending and receiving WhatsApp messages based on Typeform submissions, streamlining your communication with potential clients.

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