Integrating Jotform with WhatsApp Using Pabbly Connect: Step-by-Step Guide

Learn how to integrate Jotform with WhatsApp using Pabbly Connect. This detailed tutorial covers every step for sending WhatsApp messages on new form submissions. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, you need to access Pabbly Connect. Begin by typing ‘Pabbly.com’ in your browser and navigating to the Pabbly Connect section. Once there, click on the ‘Connect’ option and sign in to your account.

If you don’t have an account, you can create one in just a few minutes. Pabbly Connect offers free trials, allowing you to experiment with the integration without any upfront cost. To access the integration template, scroll down to the bottom and click on ‘Access Now’.

2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to name your workflow; enter ‘Jotform to WhatsApp’ and click ‘Create’.

• Select Jotform as the app to trigger the workflow.
• Choose ‘New Response’ as the trigger event.
• Understand that triggers initiate actions based on conditions met.

Now that you have set up the trigger, you need to connect it with your Jotform account. This integration will enable Pabbly Connect to capture data whenever a new submission is made.

3. Setting Up Jotform for Integration

Next, navigate to your Jotform account. Select the form you want to integrate, such as the ‘Kids Registration Form’. Click on ‘Edit Form’ and then on the ‘Settings’ button. Under settings, find the ‘Integrations’ option and select it. using Pabbly Connect

• Remove any existing webhooks by clicking on ‘Remove Integration’.
• Add a new webhook and paste the URL provided by Pabbly Connect.
• Complete the integration to ensure Jotform sends data to Pabbly Connect.

After adding the webhook, go back to Pabbly Connect and click on ‘Capture Webhook Response’ to verify the integration. This step ensures that Pabbly Connect is ready to receive data from Jotform.

4. Configuring WhatsApp Notifications via Pabbly Connect

Now you will set up the WhatsApp notification feature using Pabbly Connect. After capturing the webhook response, click on the plus button to add an action step. Select ‘Chat API’ as the app to send WhatsApp messages.

For the action event, choose ‘Send Message’. You will need to enter the API URL and token from your Chat API account. Once you’ve pasted the API URL and token, click on ‘Save’.

Map the phone number from the Jotform response to the WhatsApp message parameters. Craft a personalized message using data from Jotform. Test the configuration by sending a test message to WhatsApp.

This setup allows Pabbly Connect to send a WhatsApp message to users upon form submission, confirming their details and thanking them for their submission.

5. Testing the Integration to Ensure Functionality

To finalize the integration, you need to test it to ensure that everything is working correctly. Go back to your Jotform and submit a new response. For example, fill out the form as ‘Tom Cruz’ with his details.

After submitting the form, check the WhatsApp account linked to the phone number provided in the form. You should receive a message confirming the submission. This confirms that Pabbly Connect has successfully integrated Jotform and WhatsApp.

By following these steps, you have created a seamless integration between Jotform and WhatsApp using Pabbly Connect. This integration not only automates your notifications but also enhances user engagement.

Conclusion

In this tutorial, we explored how to integrate Jotform with WhatsApp using Pabbly Connect. By following these detailed steps, you can automate WhatsApp notifications for every new form submission, enhancing communication and user experience.