Integrating WhatsApp Messaging with MakeForms Using Pabbly Connect

Learn how to send WhatsApp messages on MakeForms submission using Pabbly Connect. This guide covers the integration process step-by-step. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin with, Pabbly Connect is the central platform used for integrating WhatsApp messaging with MakeForms submissions. You can access Pabbly Connect by signing in or signing up on their official website. Once you create an account, you will receive 100 free tasks to test the automation process. using Pabbly Connect

After logging in, you will land on the Pabbly Connect dashboard. From here, click on the ‘Create Workflow’ button located on the right-hand side. You will be prompted to name your workflow; for this integration, you can name it ‘Send WhatsApp Message on MakeForms Submission’.

2. Setting Up the Trigger Application in Pabbly Connect

Now that your workflow is created, the next step involves setting up the trigger application, which is MakeForms. Click on the trigger event and select ‘MakeForms’ from the list of applications. The specific trigger event we will use is ‘New Form Submission’. using Pabbly Connect

• Choose ‘MakeForms’ as the trigger application.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL to connect MakeForms with Pabbly Connect.

After copying the webhook URL, log into your MakeForms account. Navigate to the settings and find the ‘Integrations’ section. Here, you will add a new webhook and paste the copied URL. Ensure the method is set to POST and select the appropriate form for your integration.

3. Testing the Integration Setup

With the webhook configured, it’s time to test the integration. In MakeForms, go to the form you just set up and send a test submission. This is crucial for ensuring that Pabbly Connect receives the data correctly. using Pabbly Connect

• Fill out the form fields such as first name, last name, email, and phone number.
• Submit the form to send test data to Pabbly Connect.
• Check Pabbly Connect to see if the test response was received successfully.

Once the test submission is successful, return to Pabbly Connect. You will need to recapture the webhook response to ensure that the integration is properly set up and ready for live submissions.

4. Configuring the Action Application with Pabbly Connect

The next step is to set up the action application, which in this case is WhatsApp via AiSensy. Click on the action step and select ‘WhatsApp by AiSensy’ as your action application. The action event you will use is ‘Send Template Message’. using Pabbly Connect

To connect WhatsApp with Pabbly Connect, you will need to input your API key from your AiSensy account. After logging into AiSensy, navigate to the ‘Manage’ section to find your API key. Copy this key and paste it into Pabbly Connect to establish the connection.

Once connected, you will need to fill in the required fields for sending a WhatsApp message. This includes the campaign name, mobile number, and message template. Ensure that you map the fields correctly using the data from the MakeForms submission to personalize the message for each new lead.

5. Finalizing and Testing the Workflow

After configuring the action application, it’s time to finalize the workflow. Click on ‘Save’ and send a test request to ensure everything is functioning correctly. You should receive a confirmation that the workflow has been successfully executed. using Pabbly Connect

Now, go back to your MakeForms and submit another test entry. This time, ensure that the WhatsApp message is sent to the new lead automatically. Check the WhatsApp account to verify that the message contains the correct details as per the template you set up.

Congratulations! You have successfully integrated MakeForms with WhatsApp using Pabbly Connect. This automation will ensure that every new lead receives a welcoming message instantly, enhancing your engagement and response time.

Conclusion

In this tutorial, we explored how to send WhatsApp messages on MakeForms submission using Pabbly Connect. This integration not only streamlines communication but also enhances customer engagement by automating responses effectively.