Learn how to seamlessly integrate WhatsApp with Wix Forms using Pabbly Connect for automated notifications and messages. Step-by-step guide included. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To begin the integration process, access Pabbly Connect by visiting the official website. As a user, you can sign in to your existing account or create a free account to explore its features. This platform serves as the central hub for automating tasks and integrating applications like WhatsApp and Wix Forms.
Once logged in, navigate to the dashboard where you can view all available applications. From here, select Pabbly Connect to start setting up your automation workflow. This is where you will create the connection needed for sending WhatsApp messages upon form submissions.
2. Creating a Workflow in Pabbly Connect
In this step, you will create a workflow within Pabbly Connect that automates the notification process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.
- Name your workflow, e.g., ‘Send WhatsApp Message on Wix Form Submission’.
- Select a folder to save your workflow.
- Click the ‘Create’ button to finalize the workflow creation.
With your workflow set up, you will see options for configuring triggers and actions. This is where you will define what event will initiate the automation and what action will be taken in response.
3. Setting Up the Trigger with Wix Forms
The first step in automating your process is to set up the trigger in Pabbly Connect. For this integration, select ‘Wix Forms’ as your trigger application. This choice allows Pabbly Connect to listen for new form submissions from your Wix site.
Next, choose the trigger event as ‘New Form Submission’. This event captures the data when a customer submits a form. After selecting the trigger, Pabbly Connect will provide you with a unique webhook URL.
- Copy the webhook URL provided by Pabbly Connect.
- Log in to your Wix account and navigate to the automation settings.
- Paste the webhook URL into the appropriate field to connect Wix Forms to Pabbly Connect.
Once the connection is established, you will be able to capture form submissions directly into your workflow.
4. Configuring the Action to Send WhatsApp Messages
After setting up the trigger, the next step is to define the action in Pabbly Connect. For this, select ‘WhatsApp by AI Sensei’ as the action application. This allows you to send automated WhatsApp messages based on the data received from Wix Forms.
Choose the action event as ‘Send Template Message’. Before proceeding, ensure you have created a message template in your WhatsApp account. This template will be used to personalize messages sent to your customers.
Connect your WhatsApp account by entering the API key from your AI Sensei account. Select the campaign associated with the message template. Map the data from the Wix form submission to the message template fields.
By doing this, you ensure that the right information is sent to the right customer, enhancing the communication experience.
5. Setting Up Notifications for New Leads
In addition to sending messages to customers, you may want to receive notifications for new leads yourself. To achieve this, add another action step in your Pabbly Connect workflow by selecting ‘WhatsApp by AI Sensei’ again.
Repeat the process of configuring the action as you did previously. This time, use a different message template that informs you about the new inquiry. Ensure that this template includes necessary details such as the lead’s name, email, and phone number.
Create a new campaign for notifications in your AI Sensei account. Map the lead data to the template parameters to personalize your notification. Test the setup to ensure notifications are sent correctly.
This final setup allows you to stay informed about new leads while simultaneously thanking customers for their inquiries, all through the power of Pabbly Connect.
Conclusion
Integrating WhatsApp with Wix Forms using Pabbly Connect streamlines communication and enhances lead management for your business. With automated messages and notifications, you can efficiently manage customer inquiries and improve engagement.
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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