Learn how to automate WhatsApp messages on new Jotform submissions using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Jotform Integration

Pabbly Connect is the automation platform that allows you to send WhatsApp messages automatically when there is a new form submission in Jotform. To begin, create a free Pabbly Connect account by following the link provided in the description. Once registered, log in to your Pabbly Connect dashboard. using Pabbly Connect

After logging in, click on ‘Create Workflow’ to initiate your automation. Name your workflow something descriptive like ‘Jotform to WhatsApp Integration’ and click ‘Create’. This will open a workflow screen with two main windows: the trigger and action windows where you will set up the automation.

2. Connecting Jotform to Pabbly Connect

In the trigger window, you need to select Jotform as your application. Search for Jotform and choose it. In the trigger event dropdown, select ‘New Response’. This event will trigger the automation whenever a new response is received from your Jotform. using Pabbly Connect

  • Select Jotform in the trigger window.
  • Choose ‘New Response’ as the trigger event.
  • Copy the webhook URL provided by Pabbly Connect.

Next, you will paste this webhook URL into your Jotform settings. Go to the Jotform form you want to connect, navigate to the settings, and then to the integrations section. Search for ‘Webhook’, select it, and paste the copied URL. Click on ‘Complete Integration’ to finalize the connection between Jotform and Pabbly Connect.

3. Testing the Jotform Connection

To ensure that the integration is working properly, perform a test submission on your Jotform. Open the published version of your form, fill in the details such as name, email, and mobile number, and submit the form. This will send a new response that Pabbly Connect will capture. using Pabbly Connect

Return to your Pabbly Connect dashboard to see if the submission data appears in the workflow. You should see the details of the form submission, including the name, email, and phone number, confirming that the connection is successful.

4. Sending WhatsApp Messages via Pabbly Connect

Now that you have captured the form submission, it’s time to send a WhatsApp message. In the action window, search for Interact and select it. Choose ‘Send WhatsApp Template Message’ as the action event. You will then need to connect your Interact account with Pabbly Connect by entering your Interact secret key. using Pabbly Connect

  • Select Interact in the action window.
  • Choose ‘Send WhatsApp Template Message’ as the action event.
  • Enter your Interact secret key to establish the connection.

After connecting, you will need to map the phone number from the Jotform response to the WhatsApp message field. Enter the template code name for the message you want to send and the language code. This setup will ensure that the WhatsApp message is sent with the correct details to the user who submitted the form.

5. Final Testing and Automation Confirmation

Once you have configured the WhatsApp message details, save your settings and send a test request. If everything is set up correctly, you should receive a positive response indicating that the message was sent successfully. Check the WhatsApp account associated with the phone number provided in the Jotform submission to confirm receipt of the message. using Pabbly Connect

To finalize, conduct a live test by submitting another entry in your Jotform. You should see that a WhatsApp message is sent instantly to the new user confirming their submission. This confirms that the Pabbly Connect automation is working as intended, sending WhatsApp messages automatically upon new form submissions.

Conclusion

In summary, using Pabbly Connect allows you to seamlessly integrate Jotform with WhatsApp for automated messaging upon new form submissions. This setup enhances user engagement and provides immediate feedback to form submitters.

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