Learn how to integrate Basin with WhatsApp using webhooks in this detailed tutorial. Capture form submissions and automate responses seamlessly. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals. with Pabbly Connect.
Watch Step By Step Video Tutorial Below
1. Setting Up Basin Webhook for WhatsApp Integration
To integrate Basin with WhatsApp, the first step is setting up a webhook. A webhook in Basin acts as a bridge that allows data transfer between applications. This is crucial for automating the process of sending WhatsApp messages upon form submissions. using Pabbly Connect
Start by logging into your Basin account. From the dashboard, select the form you want to connect to WhatsApp. Navigate to the integration settings where you will find the option to create a new webhook.
2. Creating the Webhook URL in Basin
Creating the webhook URL is essential for capturing form submissions. After selecting the form, click on the ‘New Webhook’ button. You will need to provide a name for your webhook, such as ‘New Submission’. using Pabbly Connect
- Paste the webhook URL copied from P connect.
- Select JSON format for the payload.
- Enable the option for non-spam submissions.
After filling in the details, click on ‘Save’. This will activate your webhook, allowing it to receive data whenever a form is submitted in Basin.
3. Testing the Webhook Connection with a Form Submission
Once the webhook is set up, the next step is to test the connection. You can do this by submitting a test form. Use the form you previously connected with the webhook to check if the data is captured correctly. using Pabbly Connect
Fill in the test form with dummy details such as first name, last name, email, and phone number. After submission, return to P connect to see if the response has been captured successfully.
4. Automating WhatsApp Messages After Form Submission
After confirming that your webhook is working, you can set up automation to send WhatsApp messages. Using the WhatsApp Cloud API, you can automate sending confirmation messages to users after they submit a form on Basin. using Pabbly Connect
In P connect, add a new action step that utilizes the WhatsApp Cloud API. Configure the message to include details from the form submission, ensuring that users receive immediate confirmation of their inquiry.
- Select WhatsApp as the action application.
- Map the fields from Basin to the WhatsApp message.
- Test the action to ensure messages are sent correctly.
Once configured, your setup will automatically send WhatsApp messages whenever a new form submission occurs.
5. Exploring Further Integrations with Basin
With Basin integrated with WhatsApp, you can explore additional integrations to enhance your workflow. Consider connecting Basin with other applications like Gmail, Slack, and Discord for comprehensive communication. using Pabbly Connect
For instance, you can set up actions to send emails via Gmail or notifications through Slack and Discord. This allows you to keep your team informed about new submissions in real-time, improving your response efficiency.
Conclusion
This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.
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In conclusion, integrating Basin with WhatsApp significantly enhances your ability to manage form submissions. By setting up webhooks and automating responses, you can streamline communication effectively. This setup not only saves time but also ensures prompt engagement with your leads, making it a valuable addition to your workflow.