Integrating Jotform with WhatsApp Using Pabbly Connect

Learn how to send WhatsApp messages on Jotform submission using Pabbly Connect. Step-by-step guide to automate your workflow efficiently. 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

Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect by visiting the Pabbly website. Here, you will need to sign in to your existing account or create a new one if you are a first-time user. Pabbly Connect allows you to automate workflows between various applications seamlessly.

After logging in, you will see the dashboard where you can access different Pabbly applications. To initiate the automation, click on the ‘Access Now’ button under Pabbly Connect. This will direct you to the dashboard of Pabbly Connect where all workflows are managed.

Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, you need to create a new workflow. Click on the top right corner button labeled ‘Create Workflow’. A dialog box will appear prompting you to name your workflow and select a folder to save it in.

For example, name your workflow as ‘Send WhatsApp Message on Jotform Submission’. Select an appropriate folder, such as ‘WhatsApp Automations’, and then click on the ‘Create’ button. This will set up your workflow, which consists of a trigger and an action.

• Name your workflow appropriately.
• Select the folder for organization.
• Click ‘Create’ to finalize.

Your workflow is now created, and you will see two sections: Trigger and Action. The trigger is what starts the automation, and the action is what happens as a result.

Setting Up the Trigger in Pabbly Connect

For the trigger application, select ‘Jotform’ from the list of available applications in Pabbly Connect. The trigger event you want to choose is ‘New Response’. This means that whenever a new form submission is made in Jotform, it will trigger the workflow.

After selecting Jotform as the trigger, you will need to copy the webhook URL provided by Pabbly Connect. This unique URL will be used to connect Jotform to Pabbly Connect. Open your Jotform account, go to the form you want to connect, and navigate to the settings option.

• Select ‘Integrations’ in Jotform settings.
• Search for ‘Webhooks’ and paste the copied URL.
• Click on ‘Complete Integration’ to finalize.

After setting this up, return to Pabbly Connect and test the connection by submitting a test form. You should see the response captured in your workflow.

Sending WhatsApp Messages Using Pabbly Chatflow

Now that the trigger is set up, the next step is to send a WhatsApp message using Pabbly Chatflow. Select Pabbly Chatflow as the action application in your workflow. The action event you need to choose is ‘Send Request’.

To connect Pabbly Chatflow to Pabbly Connect, you will need to enter your API token. You can find this token in your Pabbly Chatflow account settings. After entering the token, click on the ‘Save’ button to establish the connection.

Select the WhatsApp message template you created. Map the lead’s phone number and name from the Jotform response. Click ‘Save and Send Test Request’ to check the functionality.

After performing this step, you should receive a WhatsApp message on the specified phone number confirming the successful integration.

Conclusion

In this tutorial, we demonstrated how to integrate Jotform with WhatsApp using Pabbly Connect. By following the steps outlined, you can automate the process of sending personalized WhatsApp messages to leads captured through Jotform. This integration enhances customer engagement and improves response times efficiently.