How to Send WhatsApp Messages on Systeme.io Form Submission Using Pabbly Chatflow

Learn how to send WhatsApp messages automatically on Systeme.io form submission using Pabbly Chatflow. Step-by-step guide for seamless integration. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Chatflow for WhatsApp Integration

To send WhatsApp messages on Systeme.io form submission, you first need to set up Pabbly Chatflow. Start by accessing your Pabbly account at Pabbly.com/connect. If you are a new user, sign up for a free account to explore the features.

Once logged in, navigate to the dashboard where you can access Pabbly Chatflow. This tool allows you to create automated workflows without any coding skills. Click on the ‘Create Workflow’ button to begin your automation process.

2. Creating a New Workflow in Pabbly Chatflow

In this step, you will create a new workflow specifically for sending WhatsApp messages. After clicking on ‘Create Workflow,’ enter a name like ‘Send WhatsApp Message on Systeme.io Form Submission’ and select the appropriate folder for organization.

• Name your workflow clearly to reflect its purpose.
• Choose the correct folder to keep your workflows organized.

This setup is crucial as it lays the foundation for the automation process. With Pabbly Chatflow, you will define triggers and actions that will automate the sending of WhatsApp messages upon form submissions.

3. Configuring Trigger and Action in Pabbly Chatflow

Now, it’s time to configure the trigger and action for your workflow. Set the trigger application to Systeme.io and select the event ‘Form Submitted.’ This means that every time a form is submitted, it will trigger the action to send a WhatsApp message.

• Select Systeme.io as your trigger application.
• Choose the trigger event ‘Form Submitted’ to capture form submissions.
• Ensure to save the trigger settings before proceeding.

After setting up the trigger, you will need to connect the webhook URL provided by Pabbly Chatflow to your Systeme.io form. This connection allows data from the form submission to flow into Pabbly Chatflow, facilitating the automation of WhatsApp messages.

4. Configuring WhatsApp Message in Pabbly Chatflow

Once the trigger is set, the next step is to configure the action to send a WhatsApp message. Select Pabbly Chatflow as the action application and choose the action event ‘Send Template Message.’ This action will send a predefined message to the participant upon form submission.

You’ll need to enter necessary details such as the recipient’s phone number, which should be dynamically mapped from the form submission data. This ensures that every new submission sends a personalized message to the correct participant.

Map the recipient’s phone number dynamically to personalize the message. Select the appropriate message template for confirmation. Test the configuration to ensure messages are sent successfully.

This step is critical as it defines what message will be sent. Ensure your template is approved in WhatsApp before using it in Pabbly Chatflow.

5. Testing the Integration with Systeme.io and Pabbly Chatflow

After configuring the WhatsApp message, it’s essential to test the integration. Submit a test form on Systeme.io to see if the WhatsApp message is sent through Pabbly Chatflow. Monitor the inbox in Pabbly Chatflow to verify that the message is received correctly.

Upon successful submission, you should see the message status updated in the inbox. This confirms that the integration between Systeme.io and Pabbly Chatflow is working flawlessly, automating the process of sending WhatsApp messages.

Perform multiple test submissions to ensure reliability. Check the message delivery status in the inbox. Adjust any settings if messages are not sent as expected.

With successful testing, you can confidently automate WhatsApp messaging for all future form submissions using Pabbly Chatflow.

Conclusion

In this tutorial, you learned how to send WhatsApp messages automatically on Systeme.io form submission using Pabbly Chatflow. By following the step-by-step guide, you can streamline communication with participants and enhance your event management process.