Learn how to send eBooks and courses on WhatsApp automatically using Pabbly Connect after successful form submissions. Step-by-step guide included! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To send eBooks and courses on WhatsApp using Pabbly Connect, start by accessing the Pabbly Connect website. You can sign in or create a new account in just a few minutes. Pabbly Connect is designed to automate your workflows without needing programming skills.

Once logged in, navigate to the dashboard and click on ‘Connect’ to access the integration features. From there, click on the ‘Create Workflow’ button to start setting up your automation for sending messages on WhatsApp.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to connect JotForm and WhatsApp using Pabbly Connect. After clicking ‘Create Workflow’, name your workflow something like ‘JotForm to WhatsApp’. This name will help you identify the automation later.

  • Click on ‘Create’ to initiate the workflow.
  • Choose ‘JotForm’ as the trigger app.
  • Select ‘New Response’ as the trigger event.

By setting ‘New Response’ as the trigger, you tell Pabbly Connect to take action whenever a new form submission occurs. This integration will automatically send the eBook or course link to the user’s WhatsApp upon form submission.

3. Configuring JotForm with Pabbly Connect

Next, go to your JotForm account and select the form you want to integrate. Click on ‘Edit Form’ and navigate to the ‘Settings’ tab. In the settings, find the ‘Integrations’ option and search for Webhooks.

Copy the Webhook URL provided by Pabbly Connect and paste it into the JotForm integration setup. Click ‘Complete Integration’ to finalize the connection. This step ensures that every new response in JotForm is sent to Pabbly Connect.

4. Sending PDF via WhatsApp Using Pabbly Connect

After configuring the JotForm, you will need to send the PDF file through WhatsApp. First, ensure the PDF is uploaded to Google Drive. In Pabbly Connect, add a new action step and select Google Drive as the app.

  • Choose ‘Share a File’ as the action event.
  • Connect your Google Drive account to Pabbly Connect.
  • Select the PDF file you wish to share.

Once you have shared the PDF file, the next step is to send the link via WhatsApp. For this, add another action step and choose Chat API. Set the action event to ‘Send a Link’ and configure the message details using the shared file link from Google Drive.

5. Testing and Verifying the Integration

To confirm that everything is working correctly, submit a test entry through your JotForm. After submission, Pabbly Connect will capture the response and trigger the subsequent actions to send the PDF link to the specified WhatsApp number.

Check the WhatsApp account associated with the submitted phone number to verify that the message has been received. This confirms that the integration between JotForm, Google Drive, and WhatsApp via Pabbly Connect is functioning as intended.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of sending eBooks and courses on WhatsApp after a successful form submission. This integration saves time and enhances communication efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.