Automate WhatsApp Messages on Tally Forms Submission Using Pabbly Connect

Learn how to send automated WhatsApp messages on Tally Forms submission using Pabbly Connect and WhatsApp Cloud API in this detailed tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

Pabbly Connect is the central platform for automating WhatsApp messages upon Tally Forms submission. To begin, navigate to the Pabbly Connect homepage and log in or sign up for an account. New users can sign up for free and explore the features available.

Once logged in, the dashboard will display various applications. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. This action initiates the setup process for connecting Tally Forms with WhatsApp Cloud API through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To set up the automation, you need to create a workflow in Pabbly Connect. Click on the ‘Create Workflow’ button at the top right corner and name your workflow appropriately, such as ‘Send Automated WhatsApp Message on Tally Forms Submission using WhatsApp Cloud API’.

• Select a folder to organize your workflow.
• Understand the trigger and action principles: Trigger indicates when the automation starts, and Action specifies what happens next.
• Proceed to set up your trigger application as Tally Forms.

By selecting Tally Forms as the trigger, you will set the event to capture new form submissions. This is where Pabbly Connect begins to automate the message sending process.

3. Configuring the Trigger for Tally Forms

After creating the workflow, the next step is to configure the trigger in Pabbly Connect. Select Tally Forms as your trigger application and choose the event ‘New Response’. This ensures that every new form submission will trigger the automation.

Upon selecting the trigger event, you will receive a webhook URL. Copy this URL and navigate to your Tally Forms account. In the Tally Forms dashboard, open the form you want to integrate, click on ‘Integrations’, and select ‘Webhooks’. Paste the webhook URL into the endpoint URL field and click ‘Connect’.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

With the trigger configured, you will now set up the action to send automated messages via WhatsApp Cloud API using Pabbly Connect. In the action step, select WhatsApp Cloud API as your action application and choose the action event ‘Test Send Template Message’.

To connect your WhatsApp Cloud API, click on ‘Connect’ and enter your access token, phone number ID, and WhatsApp business account ID. These credentials are essential for establishing a connection between Pabbly Connect and WhatsApp Cloud API.

• Obtain the access token from your WhatsApp Cloud API setup.
• Ensure your WhatsApp Cloud API account is set up correctly.
• Map the phone number from the Tally Forms submission to send messages dynamically.

This step effectively connects Tally Forms submissions with WhatsApp messages, ensuring seamless communication facilitated by Pabbly Connect.

5. Testing the Integration and Finalizing Setup

After configuring the WhatsApp Cloud API, it’s time to test the integration. Go back to your Tally Forms and perform a test submission. Once the form is submitted, check the Pabbly Connect workflow to see if the response is captured correctly.

If successful, you will see the details of the form submission in Pabbly Connect. Now, finalize the WhatsApp message by selecting the template you created earlier. Ensure to map the variables correctly, such as the name of the lead, to personalize the message.

Once everything is set, click ‘Save and Send Test Request’. You should receive an automated WhatsApp message confirming the form submission. This completes the integration process, showcasing how Pabbly Connect efficiently connects Tally Forms with WhatsApp Cloud API.

Conclusion

In this tutorial, we explored how to send automated WhatsApp messages using Pabbly Connect on Tally Forms submission through WhatsApp Cloud API. By following the detailed steps, you can enhance customer engagement and streamline communication efficiently.