Learn to send WhatsApp booking confirmations from Typeform entries using Pabbly Connect. Follow our detailed tutorial for seamless automation. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.
Watch Step By Step Video Tutorial Below
1. Setting Up Pabbly Connect for WhatsApp Booking Confirmation
To send WhatsApp booking confirmations from Typeform entries, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in or signing up for a free account. This automation tool allows you to connect various applications without any coding knowledge.
Once logged in, you will see the dashboard. Click on the ‘Create Workflow’ button to begin setting up your automation. You will be prompted to choose between the new and classic workflow builders. Select the new one for a modern interface, then name your workflow as ‘Send WhatsApp Booking Confirmations from Typeform Entry’.
2. Triggering the Workflow with Typeform Entry
The next step is to set the trigger for our workflow. Click on ‘Add Trigger’ and select Pabbly Connect as the application. Choose ‘Typeform’ as the trigger application, then select ‘New Entry’ as the trigger event.
- Connect your Typeform account by clicking on ‘Connect with Typeform’.
- Grant necessary permissions for Pabbly Connect to access your Typeform data.
- Select the specific Typeform you want to use for this automation.
After setting up the trigger, test the connection by submitting a sample entry in your Typeform. This will allow Pabbly Connect to capture the response and ensure everything is working correctly.
3. Connecting to WhatsApp Cloud API for Sending Messages
Now that we have our trigger set up, it’s time to connect to the WhatsApp Cloud API. Click on ‘Add Action’ and select ‘WhatsApp Cloud API’ as the action application. For the action event, choose ‘Send Template Message’. This is where Pabbly Connect plays a crucial role in sending automated messages.
To establish the connection, you will need to enter your WhatsApp Cloud API details, including the access token, phone number ID, and WhatsApp business account ID. You can find these details by following the instructions provided in the Pabbly Connect documentation.
- Copy the access token from your WhatsApp Cloud API settings.
- Paste the phone number ID and WhatsApp business account ID as required.
- Save the connection to proceed.
Once the connection is saved, you can proceed to configure the message template that will be sent to users after they submit their booking.
4. Configuring the Message Template in Pabbly Connect
In this step, we will set up the message template that will be sent to users via WhatsApp. In the WhatsApp Cloud API settings, you will need to select the template you created earlier. Ensure that your template includes placeholders for dynamic data, such as the user’s name and appointment date. using Pabbly Connect
For the message body, map the variables from the Typeform entry to the template. This allows the message to personalize the confirmation sent to each user. Here’s how to do it:
Select the appropriate template from your WhatsApp Cloud API account. Map the user’s name and appointment date to the respective variables in the template. Save the configuration to finalize the setup.
After saving, test the action to ensure that the WhatsApp message is sent correctly. This will confirm that your workflow is fully operational.
5. Conclusion: Automate Your Booking Confirmations with Pabbly Connect
By following this tutorial, you have successfully set up an automation that sends WhatsApp booking confirmations whenever a new entry is made in Typeform. Pabbly Connect serves as the central platform that facilitates this integration seamlessly, ensuring your customers receive instant notifications.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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Automation like this not only enhances customer experience but also saves time and effort in managing bookings. Now you can focus more on your business while Pabbly Connect handles the communication effortlessly.
Try this automation for your own business and enjoy the benefits of real-time notifications!