Learn how to automate WhatsApp notifications for Typeform submissions using Pabbly Connect. Follow this detailed step-by-step tutorial to streamline your workflow. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Typeform and WhatsApp Integration
To start sending WhatsApp messages for Typeform submissions, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly website. Click on the ‘Sign In’ button to enter your account.
Once logged in, you will see the Pabbly Connect dashboard. Here, scroll down to find the option labeled ‘Connect’ and click on ‘Access Now’. This is where you will create your workflow to automate notifications.
2. Creating a Workflow in Pabbly Connect
In the Pabbly Connect dashboard, locate the ‘Create Workflow’ button at the top right corner. Click on it to open a dialog box where you can name your workflow. For this tutorial, name it ‘Typeform to WhatsApp’ and click on ‘Create’. using Pabbly Connect
- Name your workflow appropriately.
- Select ‘Typeform’ as the app to connect.
- Choose ‘New Entry’ as the trigger event.
After setting this up, click on ‘Connect with Typeform’. You will need to authorize Pabbly Connect to access your Typeform account. Once authorized, you can proceed to set up the webhook.
3. Setting Up the Trigger for Typeform Submissions
After connecting to Typeform, you will see fields for selecting your form. Click on ‘Save and Send Test Request’ to initiate the connection. This will allow Pabbly Connect to receive data from your Typeform submissions. using Pabbly Connect
- Select the form you want to track.
- Ensure that the webhook is correctly set up.
This step confirms that Pabbly Connect is ready to capture any new entries submitted through your Typeform. Any changes made in Typeform will automatically reflect in Pabbly Connect.
4. Sending WhatsApp Notifications Using Pabbly Connect
Now that you have set up the trigger, it’s time to send messages on WhatsApp. Click on the ‘+’ button to add an action step, and select ‘Chat API’ as the app to send messages. Choose ‘Send a Message’ as the action event. using Pabbly Connect
Next, you will need to connect to the Chat API by entering your API URL and token. After entering these details, click on ‘Save’. You will see fields to construct your message from the data received from Typeform.
Map the phone number field from the Typeform data. Compose a personalized message for the user.
Finally, click on ‘Save and Send Test Request’ to send the message through WhatsApp. If successful, you will see a confirmation that the message was sent, demonstrating that Pabbly Connect has effectively integrated Typeform and WhatsApp.
5. Testing the Integration of Typeform and WhatsApp
To ensure that everything is working correctly, it’s important to test the integration. Submit a new entry in your Typeform, such as a name and contact number. After submitting, Pabbly Connect should capture this data and send a WhatsApp message automatically. using Pabbly Connect
Check the WhatsApp account linked to the phone number provided to confirm receipt of the message. This process verifies that Pabbly Connect is functioning as intended, allowing for seamless communication with your leads.
By following these steps, you can effectively automate your workflow, ensuring that every new Typeform submission triggers a WhatsApp notification. This integration saves time and enhances communication with your leads.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to integrate Typeform with WhatsApp, automating notifications for new submissions. This setup streamlines your workflow, ensuring timely communication with your leads.
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