How to Send WhatsApp Confirmation Messages Automatically for Typeform Leads Using Pabbly Connect

Learn how to automate WhatsApp confirmation messages for Typeform leads using Pabbly Connect. Step-by-step guide for seamless integration. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integrating Typeform and WhatsApp

To begin sending WhatsApp confirmation messages automatically for Typeform leads, you need to access Pabbly Connect. Open your browser and navigate to pabby.com/connect. This will take you to the Pabbly Connect homepage.

Once on the homepage, you will see options to either sign in or sign up. If you are new, click on the ‘Sign Up Free’ button, which allows you to explore the software with 100 free tasks each month. Existing users should click on ‘Sign In’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly Connect dashboard. Here, you need to create a workflow to automate the process. Click on the ‘Create Workflow’ button located at the top right corner.

• Select the beta version for a modern workflow experience.
• Name your workflow, for example, ‘Send WhatsApp Confirmation Messages Automatically for Typeform Leads’.
• Choose a folder to save your workflow, such as ‘Automations’.

After naming your workflow and selecting a folder, you will be ready to set up the automation trigger. This is a crucial step in using Pabbly Connect effectively.

3. Setting the Trigger for Typeform Submissions

In this step, you will set up the trigger to activate the automation. Click on the ‘Add Trigger’ button and select ‘Typeform’ as your trigger application. Choose ‘New Entry’ as your app event.

Next, you will need to connect your Typeform account. Click on ‘Connect’ and select ‘Add a New Connection’. If your Typeform account is already connected, you can choose ‘Select Existing Connection’. Ensure you are logged into your Typeform account to facilitate a smooth connection.

• Select the form you want to connect, such as ‘Lead Form’.
• Click on ‘Save and Send Test Request’ to proceed.

After setting the trigger, you will need to perform a test submission in Typeform to ensure everything is connected properly. This process highlights the power of Pabbly Connect in automating workflows.

4. Configuring WhatsApp Cloud API for Sending Messages

Now that the trigger is set, the next step is to add an action step to send WhatsApp messages. Click on ‘Add Action’ and select ‘WhatsApp Cloud API’ as the action application. Choose ‘Send Template Message’ as the app event.

To establish the connection, click on ‘Connect’ and select ‘Add a New Connection’. Here, you will need to enter your WhatsApp Cloud API credentials: the token, phone number ID, and WhatsApp business account ID.

Ensure you have set up your WhatsApp Cloud API account to get these credentials. Map the phone number dynamically from the Typeform submission. Select the template ID for the message you wish to send.

By configuring the WhatsApp Cloud API through Pabbly Connect, you set the stage for personalized communication with leads.

5. Testing the WhatsApp Confirmation Message Automation

With everything configured, it’s time to test the automation. Make a new test submission in your Typeform lead form. Input dummy details and submit the form.

Once the submission is complete, check your WhatsApp for the confirmation message. You should receive a message that includes the lead’s name and the details provided in the form. This confirms that the automation is functioning properly.

Ensure the message is personalized using the lead’s name. Verify that all details match what was submitted in the form.

By following these steps using Pabbly Connect, you can successfully automate WhatsApp confirmation messages for Typeform leads, enhancing your communication efficiency.

Conclusion

In this tutorial, we covered how to use Pabbly Connect to automate WhatsApp confirmation messages for Typeform leads. By following the outlined steps, you can streamline your communication process and ensure that every lead receives prompt and personalized messages.