Send WhatsApp Messages on Receiving Heyflow Form Response with Pabbly Connect

Learn how to integrate Heyflow and WhatsApp Cloud API using Pabbly Connect to send automated messages upon form responses. Step-by-step tutorial included. 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 Integration

To send WhatsApp messages on receiving Heyflow form responses, you will first need to access Pabbly Connect. This platform facilitates the integration between Heyflow and WhatsApp Cloud API.

As a user, you can either sign in if you have an account or click on the ‘Sign Up for Free’ button to create a new account. Pabbly Connect offers 100 free tasks every month for new users, making it easy to get started with automation.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard. Here, click on the ‘Create Workflow’ button located in the top right corner. You will be prompted to name your workflow; name it ‘Send WhatsApp Messages on Receiving Heyflow Form Response’.

Once you have named your workflow, you can choose to save it in a specific folder, such as the ‘Heyflow’ folder. Click on the ‘Create’ button to proceed, and you will be directed to the workflow setup interface where you can define your trigger and action applications.

3. Setting Up Trigger and Action Applications

In the workflow setup, you will first define your trigger application. Search for ‘Heyflow’ as your trigger application and select it. The trigger event will be ‘New Response’, which means the workflow will activate whenever a new response is received from your Heyflow form. using Pabbly Connect

Next, move to the action application section. Here, select ‘WhatsApp Cloud API’ as your action application. The action event you need to choose is ‘Send Template Message’. This setup ensures that every time a new response is received from Heyflow, a WhatsApp message will be sent out automatically.

4. Connecting Heyflow to Pabbly Connect

To establish a connection between Heyflow and Pabbly Connect, you will need to set up a webhook. A unique webhook URL is provided in the trigger setup. Copy this URL and navigate to your Heyflow account.

In Heyflow, go to the ‘Integrate’ section and select ‘Hooks’. Here, add a new webhook by pasting the copied URL. Set the display name to ‘New’ and select the method as ‘POST’. After activating the webhook, save the changes. This connection allows Heyflow to send data to Pabbly Connect whenever a new form response is submitted.

5. Sending WhatsApp Messages Using Pabbly Connect

Once the connection is established, you can proceed to send WhatsApp messages. In Pabbly Connect, click on ‘Connect’ next to WhatsApp Cloud API. If you don’t have an existing connection, create a new one by entering the temporary access token, phone number ID, and WhatsApp business account ID from your WhatsApp Cloud API setup.

After successfully connecting, you will need to set up the message template. Select the template you created in WhatsApp Manager, which includes a greeting and a custom variable for the lead’s name. Ensure that you map the recipient’s mobile number and the lead’s name correctly in the message body. Finally, click on ‘Save and Send Test Request’ to test the setup. If successful, a WhatsApp message will be sent to the lead, confirming the integration works as intended.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to send WhatsApp messages automatically upon receiving Heyflow form responses. This integration streamlines communication with leads and enhances your lead generation process.