How to Send WhatsApp Notifications on FlexiFunnels Form Submission Using Pabbly Connect

Learn how to send WhatsApp notifications on FlexiFunnels form submissions through Pabbly Connect with this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for FlexiFunnels

To send WhatsApp notifications on FlexiFunnels form submission, we will use Pabbly Connect as our automation platform. Start by visiting Pabbly’s website and signing in or signing up for a free account. Once logged in, access the Pabbly Connect tool from your dashboard.

Click on the ‘Create Workflow’ button to begin setting up your automation. Name your workflow something like ‘WhatsApp Notification on FlexiFunnels Form Submission’ and save it in your desired folder. This will initiate the process of connecting your FlexiFunnels account with WhatsApp through Pabbly Connect.

2. Selecting FlexiFunnels as Trigger Application

In this step, we will set up FlexiFunnels as the trigger application in Pabbly Connect. Choose FlexiFunnels from the list of available applications and select the trigger event as ‘New Form Submission’. This means that every time a new form is submitted in FlexiFunnels, it will trigger the workflow.

• Search for and select FlexiFunnels as the trigger application.
• Choose ‘New Form Submission’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, navigate to your FlexiFunnels account. Go to Project Settings, select your page, and under settings, find the option to connect a webhook. Paste the copied URL into the designated field and save your changes. This step successfully links your FlexiFunnels form submission to Pabbly Connect.

3. Testing the Trigger Setup in Pabbly Connect

Now that we have set up the trigger, it’s time to test if Pabbly Connect is capturing the form submissions correctly. To do this, go back to your FlexiFunnels page and publish the changes. Then, submit a test form with sample data.

Once you submit the form, return to Pabbly Connect to check if the data has been captured. You should see the first name, last name, email, and phone number displayed in the workflow response. This confirms that the trigger setup is functioning properly.

4. Setting Up WhatsApp Cloud API as Action Application

For the action step, we will select WhatsApp Cloud API in Pabbly Connect. This will allow us to send a WhatsApp message whenever a new form is submitted. Choose the action event as ‘Send Template Message’ and connect your WhatsApp Cloud API account.

• Select WhatsApp Cloud API as the action application.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp account using the required API credentials.

After connecting, input the necessary details such as the template name, recipient’s phone number, and any variables needed for the message. This setup ensures that each time a form is submitted, a personalized WhatsApp message is sent to the lead through Pabbly Connect.

5. Finalizing and Testing Your Workflow

With both the trigger and action set up, it’s time to finalize your workflow. Review all the mapped fields, ensuring that the recipient’s phone number and message template are correctly configured. Once everything is set, click on ‘Save and Send Test Request’ to test the workflow.

If successful, you should receive a WhatsApp message confirming that your workflow is operational. Check your WhatsApp to see the message and verify that it includes the details from your form submission. This indicates that Pabbly Connect has successfully integrated FlexiFunnels with WhatsApp notifications.

Conclusion

In this tutorial, we demonstrated how to send WhatsApp notifications on FlexiFunnels form submission using Pabbly Connect. By following these steps, you can automate your lead notifications effectively, ensuring prompt responses to new submissions.