How to Send Personalized WhatsApp Messages after Lead Form Submission Using Pabbly Connect

Learn how to send personalized WhatsApp messages automatically after lead form submissions using Pabbly Connect. Step-by-step guide included! Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To send personalized WhatsApp messages after lead form submissions, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser.

Once on the landing page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign up for free’ button to create an account and receive 100 free tasks each month. Existing users can simply click on ‘Sign in’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing into your Pabbly Connect account, click on the ‘Create Workflow’ button to initiate the process of sending WhatsApp messages. You will be prompted to name your workflow; for this example, name it ‘Send Personalized WhatsApp Message after Lead Form Submission’.

• Click on the ‘Create’ button to proceed.
• This opens the workflow window where you can set triggers and actions.
• Here, you will select Typeform as your trigger application.

In the workflow window, select Typeform as your trigger application and choose ‘New Entry’ as the trigger event. Click on ‘Connect’ to establish a connection with Typeform through Pabbly Connect.

3. Connecting Typeform to Pabbly Connect

To connect Typeform to Pabbly Connect, click on ‘Add a New Connection’ and authorize the connection by accepting the required permissions. This step ensures that Pabbly Connect can access your Typeform data securely.

Once connected, select the specific form you want to use for this automation, such as your lead form. After selecting the form, click on ‘Save and Send Test Request’ to capture the test data from a submission.

4. Sending WhatsApp Messages via Pabbly Connect

After successfully capturing the test submission from Typeform, the next step is to send a WhatsApp message. For this, select the WhatsApp Cloud API as your action application in Pabbly Connect. Choose ‘Send Template Message Legacy’ as the action event.

• Click ‘Connect’ to link your WhatsApp Cloud API account.
• You will need to enter your token, phone number ID, and WhatsApp business account ID.
• Make sure to save these details to establish the connection.

Once connected, select the message template you created earlier. The template should include variables for personalization, such as the recipient’s name and company name. Map these variables to the corresponding fields in the workflow to ensure each message is tailored to the individual lead.

5. Finalizing Your Automation with Pabbly Connect

After mapping the required fields, click on ‘Save and Send Test Request’ to finalize the automation. This will send a test message to the recipient using the details from your Typeform submission.

Once the message is sent, you can check your WhatsApp to confirm that the automated message has been received. This means that your workflow is now fully operational, and every time a new lead submits the form, they will receive a personalized WhatsApp message automatically through Pabbly Connect.

Conclusion

Using Pabbly Connect, you can effortlessly automate the process of sending personalized WhatsApp messages upon lead form submissions. This integration not only enhances engagement but also saves valuable time in your marketing efforts. Start your free trial of Pabbly Connect today to explore the endless possibilities of automation!