Automate Sending Business Brochure to WhatsApp with Pabbly Connect and Jotform

Learn how to automate sending your business brochure to WhatsApp on new Jotform submissions using Pabbly Connect. Step-by-step guide included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating the process of sending business brochures to WhatsApp, you need to access Pabbly Connect. First, navigate to the Pabbly website and sign up for a free account. This allows you to create and manage your automation workflows easily.

Once signed in, you will find yourself on the dashboard of Pabbly Connect. Here, you can create a new workflow to integrate Jotform with WhatsApp. Click on the ‘Create Workflow’ button and give your workflow a relevant name, such as ‘Jotform to WhatsApp Automation’.

2. Setting Up Jotform as the Trigger Application

In this step, we will set up Jotform as the trigger application in Pabbly Connect. Select Jotform from the list of applications and choose the trigger event as ‘New Response’. This will initiate the workflow whenever a new form submission occurs.

• Search for Jotform in the application list.
• Select the trigger event ‘New Response’.
• Copy the provided webhook URL for integration.

Next, head over to your Jotform dashboard, locate the form you want to use, and navigate to the settings. Under integrations, add the webhook URL you copied from Pabbly Connect. This connection allows Jotform to send data directly to your workflow.

3. Capturing Test Data from Jotform

After setting up the webhook, it’s time to capture test data from your Jotform submission. Fill out the form with test details, such as name, email, and WhatsApp number. Once submitted, this data will be sent to Pabbly Connect, enabling you to verify that the integration works correctly.

Check your Pabbly Connect workflow to see if the test submission data has been captured. This data will serve as a test response to ensure everything is functioning as expected.

4. Setting Up WhatsApp Action in Pabbly Connect

Now that you have captured the test data, it’s time to set up WhatsApp as the action application in Pabbly Connect. Select WhatsApp Cloud API and the action event as ‘Send Template Message’. This allows you to send a predefined message template to the WhatsApp number provided in the Jotform submission.

• Select WhatsApp Cloud API as the action app.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp API with the required credentials.

Fill in the template name and map the WhatsApp number from the Jotform submission. This ensures that the brochure is sent to the correct recipient. After setting this up, you can send a test message to confirm that the automation works seamlessly.

5. Finalizing Your Automation Workflow

Once you have tested the WhatsApp message sending successfully, your automation is almost complete. Review all the steps in Pabbly Connect to ensure everything is set up correctly. Remember, the key is to have a valid WhatsApp template that has been approved by WhatsApp for sending messages.

After confirming that the workflow functions as intended, you can activate it. From now on, every time a new submission is made in Jotform, the corresponding WhatsApp message will be sent automatically, saving you time and effort.

Conclusion

In this tutorial, we demonstrated how to automate sending a business brochure to WhatsApp upon new Jotform submissions using Pabbly Connect. With these steps, you can streamline your communication process and enhance customer engagement effectively.