Learn how to integrate SMS and WhatsApp Cloud API using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin integrating SMS and WhatsApp Cloud API, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in using your credentials. If you are a new user, you can sign up for a free account which allows you to explore the features.
Once logged in, you will see the dashboard of Pabbly Connect. Here, you can create workflows that connect various applications. To set up your integration, click on the ‘Create Workflow’ button located at the top right corner of your dashboard.
2. Creating a Workflow in Pabbly Connect
In this section, we will create a workflow that adds webinar registrants from Elementor form submissions and sends notifications through SMS and WhatsApp. Name your workflow appropriately, such as ‘Add Webinar Kit Registrant from Elementor Form Submission’. Choose a folder for organization, or create a new one if necessary.
- Click on the ‘Create’ button to finalize your workflow setup.
- Understand the two main principles of automation: Trigger and Action.
- Select Elementor as your trigger application and set the event to ‘New Form Submission’.
After setting your trigger, Pabbly Connect will provide you with a webhook URL. This URL is essential for connecting your Elementor form to Pabbly Connect. Copy this URL for the next steps in the integration process.
3. Connecting Elementor Form to Pabbly Connect
To connect your Elementor form with Pabbly Connect, edit your form in the WordPress Elementor interface. Navigate to the ‘Actions After Submit’ section, and add a new action by selecting ‘Webhook’. Paste the webhook URL you copied earlier into the designated field.
Once the webhook is set up, save your changes and perform a test submission on your form. This action will send a test response to Pabbly Connect, allowing you to verify that the integration works correctly.
4. Setting Up Actions for SMS and WhatsApp Notifications
Now that your trigger is set, it’s time to configure the actions that will notify users via SMS and WhatsApp. First, select ‘Twilio’ as your action application for sending SMS. Choose the action event ‘Send SMS’ and connect your Twilio account to Pabbly Connect by entering your SID and authorization token.
- Map the phone number and message body for the SMS notification.
- Set up the WhatsApp Cloud API as your next action application for sending WhatsApp messages.
- Map the required fields and select the template for your WhatsApp message.
After configuring both actions, send test requests to ensure that SMS and WhatsApp notifications are functioning correctly. This step is crucial for confirming that your audience receives timely updates.
5. Finalizing the Integration and Testing
To finalize your integration, set up an email notification using Gmail. Choose Gmail as your action application and select ‘Send Email’ as your action event. Connect your Gmail account to Pabbly Connect and map the recipient’s email address and content for the confirmation email.
Once all actions are set up, you can test the entire workflow by submitting a new response through your Elementor form. This will trigger the workflow, adding the registrant to your webinar kit and sending notifications via SMS, WhatsApp, and email.
After testing, verify that the registrant receives all notifications as expected. This end-to-end testing ensures that your integration using Pabbly Connect is successful and helps streamline your webinar registration process.
Conclusion
In this tutorial, we explored how to integrate SMS and WhatsApp Cloud API using Pabbly Connect. By following the steps outlined, you can automate your webinar registration notifications effectively, ensuring a seamless experience for your audience.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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