Learn how to automate WhatsApp messages and add customer details to Notion using Pabbly Connect with JotForm submissions. Follow our detailed tutorial. 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 integrate JotForm, WhatsApp, and Notion, start by accessing Pabbly Connect. Open your browser and type in the URL for Pabbly Connect. If you are a new user, sign up for a free account; existing users can simply sign in.

Once logged in, navigate to the dashboard. Click on Pabbly Connect to access your workflows. Here, you can create a new workflow for sending WhatsApp messages upon receiving new JotForm submissions.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on ‘Create Workflow’. Name your workflow something descriptive, such as ‘Send WhatsApp Message on JotForm Submission’. Choose the appropriate folder for your workflow, like ‘WhatsApp Automations’.

  • Click on ‘Create’ to proceed.
  • You will see two boxes: one for the trigger and one for the action.

Set JotForm as your trigger application and select ‘New Response’ as the trigger event. This means that whenever a new form submission is made in JotForm, it will trigger the automation set in Pabbly Connect.

3. Connecting JotForm with Pabbly Connect

To connect JotForm with Pabbly Connect, a webhook URL is provided. Copy this URL and go to your JotForm account. Edit the form you wish to connect and navigate to the ‘Settings’ tab.

  • Click on ‘Integrations’ and then on ‘Webhooks’.
  • Paste the webhook URL into the integration settings.

Finish the integration and return to Pabbly Connect. You will see a message indicating it’s waiting for a response. Perform a test submission on your JotForm to ensure data is captured correctly in Pabbly Connect.

4. Sending WhatsApp Messages via Pabbly Connect

After successfully capturing the JotForm response, the next step is to send a WhatsApp message. In Pabbly Connect, set WhatsApp Cloud API as your action application and choose ‘Send Template Message’ as the action event.

Click on ‘Connect’ and enter your WhatsApp API credentials, such as token and phone number ID. Select your message template from WhatsApp.

Map the recipient’s mobile number from the JotForm response. You can customize the message body using variables such as the customer’s name. Once everything is set, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent successfully.

5. Adding Customer Details to Notion

The final step in this integration process is to add customer details to Notion. In Pabbly Connect, add another action step and select Notion as your action application, with the event set to ‘Create Database Item’.

Connect your Notion account and select the appropriate database. Map the fields from the JotForm response to the Notion database fields.

Once all details are mapped correctly, click on ‘Save and Send Test Request’. Check your Notion database to confirm that the customer information has been added successfully.

Conclusion

This tutorial demonstrates how to automate the process of sending WhatsApp messages and adding customer details to Notion using Pabbly Connect. By following these steps, you can efficiently manage customer interactions and streamline your workflow.

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