Integrating WhatsApp Messaging with Zoho Forms Using Pabbly Connect

Learn how to automate WhatsApp messages for Zoho form submissions using Pabbly Connect. Step-by-step guide for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages for Zoho form submissions, access Pabbly Connect. You can sign up for free or log in if you already have an account. This platform allows you to create workflows that connect various applications seamlessly.

After logging into Pabbly Connect, navigate to the dashboard. Here, you will create a new workflow specifically for sending WhatsApp messages when a Zoho form is submitted. This integration will enhance your communication with potential clients.

2. Setting Up the Workflow in Pabbly Connect

To create the workflow, click on the ‘Create Workflow’ button. Name your workflow, for example, ‘Send WhatsApp Message on Zoho Form Submission’. This name reflects the primary function of the workflow. using Pabbly Connect

• Click on the ‘Create’ button to proceed.
• You will see two sections: Trigger and Action.
• Select ‘Zoho Forms’ as the trigger application.

After selecting Zoho Forms, choose the trigger event as ‘New Form Submitted’. This setup indicates that the workflow will activate whenever a new form submission occurs in Zoho Forms, which is critical for sending timely WhatsApp messages.

3. Connecting Zoho Forms with Pabbly Connect

To connect Zoho Forms to Pabbly Connect, you need the webhook URL provided by Pabbly. Copy this URL from the Pabbly dashboard and navigate to your Zoho Forms account.

Edit your inquiry form and go to the integration section. Here, you will find the option to add a webhook. Paste the copied URL into the webhook field and select the content type as ‘application/json’. This step ensures that data will be sent in the correct format to Pabbly Connect.

• Save the changes in Zoho Forms.
• Return to Pabbly Connect and wait for the webhook response.

Now, whenever a new form is submitted, the data will be sent to Pabbly Connect, allowing you to proceed with the next steps in your automation workflow.

4. Setting Up WhatsApp Action in Pabbly Connect

Once you receive the webhook response in Pabbly Connect, it’s time to set up the action for sending WhatsApp messages. Search for ‘AI Sensei’ as your action application and select ‘WhatsApp by AI Sensei’.

Choose the action event as ‘Send Template Message’. This option allows you to send a pre-defined message to the user’s WhatsApp number. You will need to connect your AI Sensei account to Pabbly Connect by entering your API key, which you can generate from your AI Sensei account.

Map the phone number from the Zoho form submission response to the WhatsApp message field. Fill in the template parameters with the lead’s name and other relevant details.

This mapping ensures that each WhatsApp message is personalized based on the inquiry details provided in the Zoho form.

5. Testing and Verifying the Integration

After setting up the action, it’s crucial to test the integration. Fill out the Zoho form with a new inquiry detail. Once submitted, check Pabbly Connect to see if the response has been received correctly.

If everything is set up correctly, you should see the details of the new inquiry in Pabbly Connect. Subsequently, the system will automatically send a WhatsApp message to the lead using the template you configured.

To verify, check your WhatsApp account for the message. It should be a personalized message thanking the lead for their inquiry and offering further assistance. This confirmation indicates that your integration is functioning as intended.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messaging for Zoho form submissions. By following the precise steps outlined, you can enhance client communication and streamline your inquiry process effectively.