Integrate Gravity Forms with WhatsApp Using Pabbly Connect

Learn how to send WhatsApp messages automatically upon Gravity Forms submissions using Pabbly Connect. This detailed tutorial covers step-by-step integration processes. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To begin the integration process, you need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Here, you can sign up for a free account, which gives you 100 free automation tasks every month.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something relevant, like ‘Gravity Forms to WhatsApp Messages’, and hit the ‘Create’ button. This will allow you to set up the automation that sends WhatsApp messages upon receiving a new form submission.

2. Setting Gravity Forms as the Trigger in Pabbly Connect

In this section, you will set your trigger application to be Pabbly Connect with Gravity Forms. Select Gravity Forms from the app list and choose the trigger event as ‘New Response’. This action will initiate the workflow when a new lead fills out the form.

• Select the Gravity Forms app as your trigger.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

Next, you will need to paste this webhook URL into the Gravity Forms settings. Go to your form settings, select the Webhooks tab, and click on ‘Add New’. Paste the copied URL in the Request URL field, set the request method to POST, and save the settings. This establishes the connection between Gravity Forms and Pabbly Connect.

3. Testing the Gravity Forms Submission

After setting up the webhook in Gravity Forms, it’s time to test the integration. Fill out your Gravity Form with test data, including a name, email, and WhatsApp number. This test submission will help you capture data that Pabbly Connect will use for the WhatsApp message.

Once you submit the form, return to Pabbly Connect to check if the test data has been received. You should see the details displayed in the response section. This confirms that your Gravity Forms are correctly sending data to Pabbly Connect.

4. Configuring WhatsApp Cloud API in Pabbly Connect

Now that you have set up the trigger, the next step is to configure the action application, which is the WhatsApp Cloud API. Select WhatsApp Cloud API from the action application options and choose ‘Send Template Message’ as the action event. This will allow you to send messages to the leads captured from the Gravity Forms.

To connect your WhatsApp Cloud API, you will need your temporary access token, phone number ID, and WhatsApp business account ID. You can find these in your WhatsApp Cloud API settings. Once you have these details, enter them into Pabbly Connect to establish the connection.

• Select ‘Add New Connection’ for WhatsApp Cloud API.
• Input your access token, phone number ID, and account ID.
• Click on ‘Save’ to connect.

After saving, you will be able to choose a message template that you have created in your WhatsApp Cloud API settings.

5. Finalizing the WhatsApp Message Template

In this final section, you will select the message template you want to send through WhatsApp. Choose the template you created earlier, and map the variables in the message body to the data received from Gravity Forms. This ensures that the messages sent are personalized and relevant to each lead.

To map the variables, click on the respective fields in Pabbly Connect and select the corresponding values from the test data captured earlier. This step is crucial, as it allows the automated message to dynamically include the lead’s name and any other relevant information.

Once everything is set up, click on ‘Save and Send Test Request’ to send a test message to the WhatsApp number provided in the form. Check your WhatsApp to confirm that the message has been received correctly, indicating that the entire integration is successful.

Conclusion

This tutorial demonstrates how to effectively use Pabbly Connect to automate WhatsApp messages for new submissions from Gravity Forms. By following these steps, you can streamline your communication with leads and enhance your business efficiency.