Automate Lead Capturing and Notifications via WhatsApp Using Pabbly Connect

Learn how to automate lead capturing with Cognito Forms and notify your sales team via WhatsApp using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Lead Notifications

To automate lead capturing and notifications, start by accessing Pabbly Connect. Log into your Pabbly Connect account and navigate to the dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button.

Once you click on it, you can name your workflow, for example, ‘Automated Lead Capturing on WhatsApp’. After naming it, click on the ‘Create’ button to proceed. This sets the stage for the integration process that will connect Cognito Forms with WhatsApp through Pabbly Connect.

2. Configuring the Trigger App: Cognito Forms

The next step involves configuring the trigger app in Pabbly Connect. Select ‘Cognito Forms’ as your trigger application and choose the ‘New Entry’ event. Pabbly Connect will provide you with a webhook URL that is essential for capturing leads.

• Copy the webhook URL provided by Pabbly Connect.
• Go to your Cognito Forms dashboard and open the form you created for lead capturing.
• Under submission settings, enable the option to post JSON data to a website and paste the webhook URL in the endpoint field.

Save your form settings in Cognito Forms. Now, Pabbly Connect is ready to receive data from the form whenever a new lead is captured.

3. Testing the Integration with a Demo Submission

After setting up the webhook, it’s time to test the integration. Open your Cognito Form’s published link and submit a demo entry. Fill in the required fields like name, email, and WhatsApp number, then click on ‘Submit’.

Return to Pabbly Connect and check if the data from your demo submission appears in the ‘Response Received’ section. This confirms that your integration is functioning correctly and that Pabbly Connect is successfully capturing leads from Cognito Forms.

4. Assigning Leads to Team Members Using Round Robin Technique

To effectively manage lead assignment, utilize the round robin technique within Pabbly Connect. This can be achieved by adding a counter action that increments with each new lead. Click on the ‘Actions’ tab, select the ‘Number Format’ feature, and choose the ‘Counter’ action event.

• Set the initial value to 1 and the reset value to 3, allowing for three team members.
• Save the configuration and send a test request to ensure the counter is incrementing correctly.
• Create routes based on the counter’s output to assign leads accordingly.

This setup ensures that each lead is assigned to a different team member in a sequential manner, optimizing lead distribution.

5. Notifying Sales Representatives on WhatsApp

Finally, connect the WhatsApp application to Pabbly Connect for sending notifications. Use the ‘WhatsApp by 360 Dialog’ application and select the action event ‘Send Template Message’. You’ll need to connect your 360 Dialog account by providing the required API key and domain name.

Choose a message template that you have pre-approved in your 360 Dialog account. Map the necessary fields from the Cognito Forms submission to the message template, ensuring that the sales representative receives all relevant lead information.

Conclusion

This tutorial demonstrated how to automate lead capturing from Cognito Forms and notify your sales team via WhatsApp using Pabbly Connect. By following these steps, you can streamline your lead management process effectively.