Integrating WhatsApp with Cognitive Forms Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate WhatsApp with Cognitive Forms using Pabbly Connect for seamless automation. Follow this detailed tutorial for step-by-step instructions. 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

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp with Cognitive Forms, you first need to access Pabbly Connect. This platform allows you to automate tasks between different applications seamlessly. You can sign up for a free account or log in if you are an existing user.

Once logged in, you will see the dashboard where you can create workflows. Click on the ‘Create Workflow’ button located at the top right corner to begin the integration process. This is the first step in setting up the automation that will send WhatsApp messages based on Cognitive Form submissions.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow that connects Cognitive Forms with WhatsApp using Pabbly Connect. After clicking on the ‘Create Workflow’ button, you will be prompted to name your workflow. For this tutorial, name it ‘Send and Get WhatsApp Messages on Cognitive Form Submission’.

• Select the folder where you want to save this workflow.
• Ensure you have Cognitive Forms as your trigger application.
• Choose the trigger event as ‘New Entry’.

After setting the trigger, you will receive a webhook URL that you will use to connect your Cognitive Forms with Pabbly Connect. Copy this URL to proceed with the integration.

3. Connecting Cognitive Forms to Pabbly Connect

Now, navigate to your Cognitive Forms account and select the form you want to integrate. In the form settings, enable the option to post JSON data to a website and paste the webhook URL you copied from Pabbly Connect.

After saving the changes, publish the form. This step ensures that every time someone submits the form, the data is sent to Pabbly Connect, triggering the automation. You can test this by submitting a dummy entry to see if the webhook captures the data correctly.

4. Setting Up WhatsApp Integration via Pabbly Connect

With your Cognitive Forms integrated, the next step is to set up WhatsApp messaging through Pabbly Connect. In your workflow, add an action step and select ‘WhatsApp by AI Sensei’ as the action application. Choose the action event as ‘Send Template Message’.

• Connect your WhatsApp by AI Sensei account using the API key.
• Enter the campaign name for the template message you wish to send.
• Map the lead’s phone number and name dynamically from the previous step.

After completing these fields, save and send a test request to ensure that the WhatsApp message is sent correctly. You should receive a welcome message confirming the submission.

5. Finalizing the Automation Process

To complete the integration, you need to set up an additional action step to receive lead details via WhatsApp. Again, select ‘WhatsApp by AI Sensei’ and choose the same action event, ‘Send Template Message’.

Enter the campaign name for the lead alert message and map the necessary details, such as the lead’s name, email, phone number, city, and type of property. Once you have filled in all required fields, save and send a test request.

Upon successful execution, you will receive a WhatsApp message containing all the lead details, confirming that the integration works perfectly. This demonstrates how Pabbly Connect facilitates seamless communication between your Cognitive Forms and WhatsApp.

Conclusion

Integrating WhatsApp with Cognitive Forms using Pabbly Connect streamlines your communication process. With automated messages for lead submissions, you enhance responsiveness and efficiency in managing inquiries. This setup ensures that both you and your leads receive timely updates and confirmations.