Integrate Nexus and AI Sensei with Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Nexus, AI Sensei, and more using Pabbly Connect. Follow this detailed tutorial for seamless automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin using Pabbly Connect, visit the official website and sign in with your account. If you are a new user, you can sign up for a free account that provides 100 tasks monthly. Once logged in, navigate to the Pabbly Connect dashboard where you can create and manage your workflows.

After accessing the dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder for organization. For this tutorial, name the workflow ‘Send and Get WhatsApp Message on Typeform Submission Using AI Sensei’ and choose an appropriate folder.

2. Setting Up Typeform as the Trigger Application

In this step, you will set Typeform as the trigger application in Pabbly Connect. Select Typeform from the trigger options and choose the event ‘New Entry’. This means that the workflow will start when a new form submission is received.

• Select Typeform as the trigger application.
• Choose ‘New Entry’ as the trigger event.
• Connect your Typeform account to Pabbly Connect.

Once connected, select the specific form you wish to use for this automation. After selecting the form, click on ‘Save and Send Test Request’ to capture the response from Typeform.

3. Sending WhatsApp Messages Using AI Sensei

Now that you have set up Typeform as the trigger, the next step involves sending WhatsApp messages using AI Sensei through Pabbly Connect. Select AI Sensei as the action application and choose ‘Send Template Message’ as the action event.

Connect your AI Sensei account by entering the required API key. You can find this key in your AI Sensei dashboard under the API settings. Once connected, fill in the necessary details such as campaign name, mobile number, and username. Make sure to map the parameters from the Typeform response to ensure the WhatsApp message is personalized with the lead’s information.

• Enter the campaign name from AI Sensei.
• Map the phone number and username from the Typeform response.
• Click on ‘Save and Send Test Request’ to send the message.

After sending the test request, check your WhatsApp to confirm that the message has been received successfully.

4. Receiving Notifications on WhatsApp

In this section, you will set up a second action in Pabbly Connect to receive notifications on WhatsApp. Select AI Cy as the action application and again choose ‘Send Template Message’ as the action event.

Connect your AI Cy account using the same method as before. Fill in the campaign name for the notification template and map the necessary details such as the lead’s name, email, and phone number. Ensure that these details are dynamically pulled from the Typeform submission to maintain personalization.

Select the campaign name for notifications. Map the lead’s details from the Typeform response. Click on ‘Save and Send Test Request’ to receive the notification.

Once completed, you should receive a notification in your WhatsApp confirming the details of the new lead.

5. Testing the Complete Integration

To ensure everything is working correctly, conduct a test submission on your Typeform. Fill in the form with dummy data and submit it. This will trigger the workflow in Pabbly Connect, sending the WhatsApp messages as configured.

After submitting the form, check both your WhatsApp and the Pabbly Connect dashboard for the responses. You should see the personalized welcome message sent to the lead and the notification sent to yourself with the lead’s details.

This testing phase is crucial to confirm that all integrations between Typeform, AI Sensei, and AI Cy via Pabbly Connect are functioning as intended.

Conclusion

This tutorial demonstrated how to integrate Nexus, AI Sensei, and other applications using Pabbly Connect. By following the outlined steps, you can automate your workflows effectively, ensuring timely communication with leads and enhancing your marketing efforts.