Learn how to automate WhatsApp messages for Tally Forms submissions using Pabbly Connect and Pabbly Connect in this detailed tutorial. 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 Automation

To automate WhatsApp messages on Tally Forms submissions, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/connect’. You will see options to sign in or sign up for free. New users can click on ‘Sign up for free’ to receive 100 tasks free every month.

For existing users, click on ‘Sign in’. Once logged in, you will see the dashboard containing various Pabbly tools. Click on the ‘Access Now’ button under Pabbly Connect to start creating your automation workflow. This is where you will set up the integration between Tally Forms and WhatsApp.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button, and you will be prompted to name your workflow. For this tutorial, name it ‘Send Automated WhatsApp Message on Tally Form Submission’ and select the folder to save it in.

  • Click on ‘Create’ to open the workflow window.
  • Set the trigger application to Tally.
  • Select ‘New Response’ as the trigger event.

After selecting Tally as the trigger application, a webhook URL will be generated. This URL is essential for connecting Tally Forms with Pabbly Connect. Copy this URL as you will need it in the next steps to set up the integration.

3. Setting Up Tally Forms Integration

To integrate Tally Forms with Pabbly Connect, log into your Tally account and navigate to the forms you wish to use. Choose the specific form for which you want to send automated WhatsApp messages. Click on the ‘Edit’ option for that form.

  • Locate the ‘Integrations’ tab in your form settings.
  • Click on ‘Webhooks’ and then on ‘Connect’.
  • Paste the copied webhook URL from Pabbly Connect and click ‘Connect’.

After successfully connecting, Tally will indicate that it is waiting for a webhook response. To test this connection, perform a test submission on your Tally form. Fill in the required fields and submit the form. This action will send the details to Pabbly Connect, confirming that the integration is working.

4. Sending WhatsApp Messages Using Pabbly Chatflow

Now that the Tally Forms integration is set up, the next step is to send automated WhatsApp messages using Pabbly Chatflow. In your Pabbly Connect workflow, set the action application to Pabbly Chatflow and choose ‘Send Template Message’ as the action event.

Before sending messages, you need to add your WhatsApp number in Pabbly Chatflow. Click on ‘Add WhatsApp Number’ and enter the required details, including the Meta API token and WhatsApp Business Account ID. Ensure you have created a WhatsApp Cloud API account to obtain these credentials.

Select the template you created for sending messages. Map the recipient’s WhatsApp mobile number from the Tally form response. Ensure the mobile number is formatted without the plus sign and includes the country code.

After mapping all necessary fields, you can send a test message to verify that everything is set up correctly. Once confirmed, your workflow will automatically send WhatsApp messages to new leads without manual intervention.

5. Conclusion: Automating WhatsApp Messages with Pabbly Connect

In this tutorial, we explored how to automate WhatsApp messages on Tally Forms submissions using Pabbly Connect and Pabbly Chatflow. By setting up this integration, you can ensure that your leads receive instant confirmations and follow-ups via WhatsApp, enhancing customer engagement and communication.

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

With just a few steps, you can streamline your lead management process and improve response times. By leveraging the powerful features of Pabbly Connect, you can automate various tasks and focus on growing your business.

In summary, utilizing Pabbly Connect allows you to efficiently send automated WhatsApp messages to your leads upon Tally Forms submission, enhancing your communication strategy.