Learn how to automate sending WhatsApp messages on Typeform submissions using Pabbly Connect. Follow our 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 Integration

To begin automating your WhatsApp messages on Typeform submissions, you first need to access Pabbly Connect. Open your web browser and search for Pabbly Connect to reach its landing page. Here, you will see options to sign in or sign up for a free account.

If you are new to Pabbly Connect, click on the ‘Sign Up Free’ button to create your account. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard to start creating your automation workflow.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button. You will need to name your workflow, for example, ‘Typeform to WhatsApp’. Select the folder where you want to save this workflow and click on ‘Create’. This opens up the workflow interface.

  • Name your workflow appropriately.
  • Select a suitable folder for organization.
  • Click ‘Create’ to open the workflow interface.

In this interface, you will see two sections: the trigger window and the action window. The trigger window initiates the workflow when a new Typeform submission occurs, while the action window defines what happens next, such as sending a WhatsApp message.

3. Setting Up the Trigger for Typeform Submission

To configure the trigger in Pabbly Connect, search for Typeform in the trigger step. Select it and choose ‘New Entry’ as the trigger event. Click on ‘Connect’ and then ‘Add New Connection’ to link your Typeform account with Pabbly Connect.

After clicking ‘Connect with Typeform’, accept the permissions requested. Once connected, select the specific Typeform you want to use for this automation. Click ‘Save and Send Test Request’ to check if the connection is successful and Pabbly Connect is ready to receive new submissions.

4. Sending WhatsApp Messages via WaBots

With the trigger set up, it’s time to configure the action to send WhatsApp messages using WaBots through Pabbly Connect. In the action step, search for WaBots and select it. Choose ‘Custom API Request’ as the action event and click ‘Connect’.

To establish this connection, you will need the API key from your WaBots account. After entering the API key, you will configure the message template to be sent. Ensure that the WhatsApp Cloud API account is properly linked to WaBots.

  • Select ‘Custom API Request’ in the action step.
  • Enter your WaBots API key for connection.
  • Configure the message template for WhatsApp.

After setting up the message template, map the phone number from the Typeform submission to the corresponding field in WaBots. This ensures that the WhatsApp message is sent to the right recipient based on their feedback submission.

5. Testing Your Automation Workflow

To verify that your automation works, conduct a test by submitting a new entry in your Typeform. After submission, check Pabbly Connect to see if the response is captured correctly. If everything is set up properly, you should receive a WhatsApp message based on the configured template.

If the test is successful, you can finalize your automation. Make sure to replace any test numbers with dynamic fields that pull the actual phone numbers from Typeform submissions. This will allow for seamless and automated communication with your users.

Once you have confirmed that the automation is functioning, you can also clone the workflow for additional use cases or share it with others. Pabbly Connect provides a free plan that allows you to explore these automations without any cost.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending WhatsApp messages upon Typeform submissions. This integration streamlines communication, ensuring timely responses to user feedback. Start automating your workflows today!

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