Automate Sending School/College Brochures on WhatsApp with Pabbly Connect

Learn how to automate sending school or college brochures on WhatsApp using Pabbly Connect when receiving inquiries through your website form. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Automation

To automate sending school or college brochures via WhatsApp, you first need to set up Pabbly Connect. Begin by visiting the Pabbly website and signing up for an account. This process is straightforward and takes just a few minutes.

Once you have signed up, log in to your Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something relevant, such as ‘Send College Brochures on WhatsApp,’ and click the ‘Create’ button to proceed.

2. Configuring the Trigger in Pabbly Connect

In this step, you’ll set up the trigger for your workflow. Select ‘Elementor’ as the trigger application since you will be using an Elementor form on your website. The trigger event will be ‘New Form Submission.’ This means any time someone fills out your inquiry form, it will trigger the workflow. using Pabbly Connect

• Choose ‘Elementor’ from the application list.
• Select ‘New Form Submission’ as the trigger event.
• Copy the provided webhook URL for use in your Elementor form.

After configuring the trigger, you will need to integrate this webhook URL into your Elementor form. This is crucial for capturing the inquiry data submitted by users.

3. Integrating Webhook with Elementor Form

Now that you have your webhook URL, go to your Elementor form editor. Click on the form widget, and in the left panel, find the ‘Actions After Submit’ section. Here, add a new action by typing ‘Webhook’ and selecting it. using Pabbly Connect

Paste the webhook URL you copied from Pabbly Connect into the Webhook URL field. After updating the form, this integration will allow Pabbly Connect to receive data whenever someone submits the form.

4. Setting Up WhatsApp Cloud API in Pabbly Connect

After successfully capturing the form submission data, you need to set up the action to send a WhatsApp message. In your Pabbly Connect workflow, the action application will be ‘WhatsApp Cloud API,’ and the event will be ‘Send Template Message.’ This allows you to send pre-defined message templates via WhatsApp. using Pabbly Connect

• Select ‘WhatsApp Cloud API’ from the action applications.
• Choose ‘Send Template Message’ as the action event.
• Connect your WhatsApp Cloud API account using your permanent access token and phone number ID.

Once connected, you can select the template you created for sending brochures and map the necessary fields from the Elementor form submission to the WhatsApp message fields.

5. Testing the Automation Workflow

With everything set up, it’s time to test your automation. Fill out the Elementor inquiry form as a test user. After submitting, go back to Pabbly Connect to check if the data has been received correctly. using Pabbly Connect

Once the test data is captured, you can proceed to send a test message via WhatsApp. Click on ‘Save and Send Test Request’ in Pabbly Connect. If everything is configured correctly, you should receive a WhatsApp message with the brochure attached, confirming that your automation is working.

Conclusion

By following these steps, you can successfully automate sending school or college brochures on WhatsApp using Pabbly Connect. This integration not only saves time but also ensures that inquiries are handled promptly and efficiently.