Send WhatsApp Business Template Message for New Typeform Entries

Learn how to automate WhatsApp Business template messages for new Typeform entries using Pabbly Connect. Follow this detailed tutorial for seamless integration. 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. Accessing Pabbly Connect for Automation

To begin automating WhatsApp messages for new Typeform entries, you need to access Pabbly Connect. Simply open a new tab and navigate to Pabbly.com/connect. Here, you will see options to either sign in or sign up for free.

If you are a new user, select the ‘Sign Up Free’ option to create an account. This will grant you 100 free tasks every month to practice using Pabbly Connect. Existing users can click on ‘Sign In’ to access their accounts. Once logged in, you will be directed to the Pabbly apps page where you can select Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will be taken to the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will have the option to create from scratch or use AI assistance. For this tutorial, select the ‘Create from Scratch’ option.

• Click on ‘Create Workflow’ and choose ‘Create from Scratch’.
• Choose the beta workflow builder for a modern experience.
• Name your workflow, e.g., ‘Send WhatsApp Business Template Message for New Typeform Entries’.

After naming your workflow, click the ‘Create’ button. You will now see an option to add a trigger, which is essential for initiating your workflow. Select Typeform as your trigger app and choose the ‘New Entry’ event.

3. Connecting Typeform to Pabbly Connect

In this step, you will connect Typeform to Pabbly Connect. Click the ‘Connect’ button and choose to add a new connection. Log into your Typeform account and authorize Pabbly Connect to access your data.

Once connected, select the specific form you want to monitor for new entries. Ensure that your response format is set to ‘Simple’ before clicking the ‘Save and Send Test Request’ button. This will prepare Pabbly Connect to receive data from Typeform.

• Allow access to Typeform when prompted.
• Select the form that collects your leads.
• Test the connection to ensure data is being fetched.

Now that Typeform is connected, you’ll see a response from your form entry in Pabbly Connect. This indicates that the integration is successful.

4. Sending WhatsApp Messages via Pabbly Connect

With Typeform successfully integrated, the next step is to send a WhatsApp message. Click on ‘Add New Action Step’ and search for WhatsApp Cloud API as your action app. Choose the ‘Send Template Message’ event and click ‘Connect’.

To establish this connection, you will need your access token, phone number ID, and WhatsApp business account ID. These can be found in your WhatsApp API setup page. Once you have entered these details into Pabbly Connect, click ‘Save’.

Retrieve your access token from the WhatsApp API setup. Enter the phone number ID and WhatsApp business account ID. Map the receiver’s phone number from the Typeform entry response.

After mapping the phone number, you will also need to set up the template ID and language code. Map the necessary variables such as name, email, and city to personalize your message. Finally, click ‘Save and Send Test Request’ to check if the message is sent successfully.

5. Testing the Integration

To ensure your automation works, fill out the Typeform with a new entry. Once submitted, check your WhatsApp to see if the message is received. This step confirms that Pabbly Connect is functioning correctly and that your WhatsApp template message is being sent as intended.

After testing, you should receive a message that confirms receipt of the Typeform submission, including all relevant details. This shows that the integration between Typeform and WhatsApp through Pabbly Connect is successful and operational.

Submit a new entry through Typeform. Check WhatsApp for the confirmation message. Verify that all mapped fields display correctly.

Now you have successfully set up an automated workflow using Pabbly Connect to send WhatsApp messages for new Typeform entries. This automation will help you respond to leads promptly and efficiently.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate WhatsApp messages for new Typeform entries. By following these steps, you can enhance your lead management process and ensure timely communication with potential customers. Start using Pabbly Connect today to streamline your workflows and improve your business efficiency.