How to Send WhatsApp Messages on Receiving Heyflow Form Response Using Pabbly Connect

Learn how to integrate Heyflow with WhatsApp Cloud API using Pabbly Connect to send automated messages on form responses. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send WhatsApp messages upon receiving a Heyflow form response, you need to access Pabbly Connect. Start by signing in as an existing user or create a new account to get started with the free plan that offers 100 tasks per month.

Once logged in, navigate to the all applications page. Here, you will find the option to access Pabbly Connect. Click on it to reach your dashboard, where you can create a new workflow for your integration.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, look for the ‘Create Workflow’ button located in the top right corner. Click on this button to initiate the workflow creation process.

• Name your workflow, for example, ‘Send WhatsApp Messages on Receiving Heyflow Form Response.’
• Select a folder to save your workflow, such as ‘Heyflow.’
• Click on ‘Create’ to proceed.

After creating the workflow, you will see a screen where you can set up your trigger and action. This is where the automation process begins, utilizing Pabbly Connect to connect Heyflow with WhatsApp Cloud API.

3. Setting Up Trigger and Action in Pabbly Connect

In the Pabbly Connect interface, start by selecting your trigger application, which is Heyflow. Search for Heyflow and select it as your trigger application. The trigger event should be set to ‘New Response,’ which will initiate the workflow whenever a new form response is received.

Next, move to the action section to select WhatsApp Cloud API as your action application. Choose the action event as ‘Send Template Message.’ This setup ensures that whenever a new response comes in through Heyflow, a WhatsApp message will be sent automatically using Pabbly Connect.

4. Connecting Heyflow to Pabbly Connect

To establish a connection between Heyflow and Pabbly Connect, you will need to copy the webhook URL provided in the Pabbly Connect trigger setup. This URL acts as a bridge between the two applications.

Next, go to your Heyflow account, open the lead generation form you created, and navigate to the ‘Integrate’ section. Here, you will find the option to add a webhook. Paste the copied webhook URL into the designated field and click on ‘ADD.’ Make sure to set the method to POST and save the changes.

5. Sending WhatsApp Messages with Pabbly Connect

Once the webhook is set up, return to Pabbly Connect. You will see that it is waiting for a webhook response. To test this, fill in the Heyflow form with sample data and submit it. This action will trigger the webhook and send the data to Pabbly Connect.

• Connect to WhatsApp Cloud API by entering your token, phone number ID, and WhatsApp business account ID.
• Map the recipient’s mobile number and the body of the message using the data obtained from the Heyflow response.
• Click on ‘Save and Send Test Request’ to verify that the message is sent successfully.

If everything is set up correctly, you will receive a confirmation that the WhatsApp message has been sent to the lead. This integration showcases how Pabbly Connect effectively automates the process of sending messages based on form submissions.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to send WhatsApp messages automatically when receiving a Heyflow form response. By following the steps outlined, you can easily set up this integration and enhance your communication strategy.