Learn how to send WhatsApp messages automatically upon Typeform submissions using Pabbly Connect. Step-by-step guide for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To set up the automation for sending WhatsApp messages on Typeform submission, you first need to access Pabbly Connect. Open your browser and search for Pabbly Connect to reach its landing page.

Once there, you will see options to sign in or sign up. If you are new, click on the Sign Up Free button to create your account. Existing users can simply sign in. After logging in, navigate to the Pabbly Connect dashboard to create your automation workflow.

2. Creating Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the Create Workflow button. You can name your workflow something like ‘Typeform to WhatsApp’. This naming helps in identifying the automation later.

  • Click on the folder option to select where to save your workflow.
  • After naming, click on Create to open the workflow editor.

In the workflow editor, you will see two windows: the trigger window and the action window. This setup allows you to define what happens when a new Typeform submission is received, enabling the automation process to function effectively.

3. Connecting Typeform to Pabbly Connect

To start, you need to connect your Typeform account in the trigger window of Pabbly Connect. Search for Typeform and select it as your app. For the trigger event, choose New Entry from the dropdown menu.

Next, click on Connect and select Add New Connection. A popup will appear prompting you to connect your Typeform account. Click on Connect with Typeform and follow the authorization steps.

  • After authorization, select the specific form you want to connect.
  • Click Save & Send Test Request to verify the connection.

Once the test is successful, Pabbly Connect will be ready to receive responses from your Typeform, allowing you to move to the next step of sending WhatsApp messages.

4. Sending WhatsApp Messages Using WaBots

Now that your Typeform is connected, the next step involves sending WhatsApp messages. In the action window, search for WaBots and select it as your application. Choose the action event as Custom API Request.

Click on Connect and select Add New Connection. You will need to provide your WaBots API key, which you can obtain from your WaBots account settings. This key is essential for Pabbly Connect to communicate with WaBots.

Ensure you have created a WhatsApp Cloud API account and connected it to WaBots. Enter the API key and other required details to complete the connection.

After the connection is established, you can configure the API request to send messages using the template you created in WaBots. This allows you to automate the process of sending a thank-you message to users who submit the Typeform.

5. Testing Your Automation Workflow

With everything set up, it’s time to test your automation. Go back to your Typeform and make a dummy submission. Fill in the required fields and submit the form. This action will trigger the workflow in Pabbly Connect.

After submitting, check the responses in Pabbly Connect. You should see the details of the submission appear in the trigger window. If everything is configured correctly, a WhatsApp message should be sent to the number provided in the form submission.

If the message is sent successfully, you will receive a confirmation in your WhatsApp. Make sure to replace any test numbers with actual numbers for real use.

This testing phase ensures that your automation is functioning as intended, allowing you to send timely WhatsApp messages to your users upon their feedback submission.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages based on Typeform submissions. By following these steps, you can streamline your communication process and enhance user engagement effectively.

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