Learn how to automate WhatsApp messages on Landingi form submission using Pabbly Connect. Step-by-step guide to streamline your communication process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for WhatsApp Integration
To begin with the integration process, first access Pabbly Connect by navigating to its official URL. Upon reaching the site, you will see options for signing in or signing up. If you are a new user, click on ‘Sign Up Free’ to create an account and get 100 free tasks every month.
If you already have an account, simply click on ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard where you can create your workflows. This is the central hub for managing your automations.
2. Creating a Workflow in Pabbly Connect
Once logged into Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. You will be prompted to name your workflow; for this integration, you can name it ‘Send WhatsApp Message on Landingi Form Submission’.
- Select a folder to store the workflow, such as ‘Automations’.
- Click on the ‘Create’ button to finalize the workflow setup.
In the workflow window, you will see two key components: Trigger and Action. The Trigger is what starts the automation, and the Action is what happens as a result. For this setup, the trigger will be Landingi, and the action will be WhatsApp Cloud API.
3. Setting Up the Trigger for Landingi Form Submission
To configure the trigger, select Landingi as your application and choose ‘New Lead from Landing Page’ as the Trigger Event. This will allow Pabbly Connect to listen for new form submissions from your Landingi page.
Upon selecting the trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting Landingi with Pabbly Connect. Copy the webhook URL and head over to your Landingi dashboard.
- Edit the form you wish to connect.
- Navigate to the ‘Settings’ section and select ‘Integrations’.
- Paste the copied webhook URL and set the request method to POST.
Save the changes and publish the form. This ensures that your Landingi form is now live and can send data to Pabbly Connect.
4. Configuring WhatsApp Cloud API as Action in Pabbly Connect
Now that the trigger is set up, it’s time to configure the action. Select WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the Action Event. This will enable Pabbly Connect to send messages via WhatsApp whenever a new lead is submitted.
To connect your WhatsApp Cloud API account to Pabbly Connect, click on ‘Add New Connection’. You will need to enter your WhatsApp Cloud API credentials including the temporary access token, phone number ID, and WhatsApp business account ID. Ensure you have these details ready from your Meta for Developers account.
Copy your temporary access token and paste it into the connection setup. Enter your phone number ID and WhatsApp business account ID.
After entering these details, click on ‘Save’ to establish the connection. You will then be prompted to select a template name for the WhatsApp message that will be sent.
5. Testing the WhatsApp Message Integration
With the trigger and action configured, it’s time to test your integration. Fill out the Landingi form with dummy data for the test submission. Ensure you include a valid phone number to receive the WhatsApp message.
After submitting the form, return to Pabbly Connect to check for a successful webhook response. If the setup is correct, you should see the data from the form submission displayed, confirming that Pabbly Connect has received the information.
Check your WhatsApp to see if the message has been received. If successful, the message will appear with the dynamic content included.
This test confirms that the entire workflow is functioning as intended. You can now use this automation to streamline your communication with leads via WhatsApp.
Conclusion
This tutorial demonstrated how to send WhatsApp messages on Landingi form submission using Pabbly Connect. By following these steps, you can automate your lead communication effectively, ensuring timely responses to inquiries.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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