Automate WhatsApp Follow-Up Messages for Elementor Form Leads Using Pabbly Connect

Learn how to automate WhatsApp follow-up messages for Elementor form leads using Pabbly Connect. This step-by-step guide covers everything you need to know. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate WhatsApp follow-up messages for Elementor form leads, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that will facilitate the integration between Elementor and WhatsApp Cloud API. This is where the automation magic happens with Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta or the classic workflow builder. Select the new beta for a more modern experience. Name your workflow as ‘Send Personalized WhatsApp Follow-Up Messages Automatically for Elementor Form Leads’ and choose a folder for organization.

• Click on the ‘Create’ button to finalize your workflow setup.
• The workflow will now be ready to connect with the trigger application.

In this step, you will set Elementor as the trigger application. This means that whenever there is a new form submission, it will initiate the workflow. This is a critical step that demonstrates how Pabbly Connect acts as the bridge between your applications.

3. Setting Up the Trigger with Elementor

Now that your workflow is created, it’s time to set up the trigger. Select Elementor as your trigger application and choose ‘New Form Submission’ as the trigger event. Click on ‘Connect’ to establish a connection between Pabbly Connect and Elementor.

You will be provided with a webhook URL. This URL will act as a bridge to connect Elementor with Pabbly Connect. Copy this URL and go to your Elementor form settings in WordPress. Paste the webhook URL into the appropriate field and publish the changes.

After setting up the webhook, return to Pabbly Connect. The status should change to ‘Waiting for Webhook Response’, indicating that the connection is successful. This is a vital part of the process, ensuring that your form submissions are captured in real-time.

4. Sending WhatsApp Messages with Pabbly Connect

With the trigger set up, you can now configure the action to send WhatsApp messages. Select ‘WhatsApp Cloud API’ as your action application and choose ‘Send Template Message’ as the action event. Click on ‘Connect’ to create a connection with WhatsApp.

• If you have a previous connection, select ‘Save’; otherwise, click ‘Add New Connection’.
• Enter your WhatsApp API credentials as required by Pabbly Connect.

After entering the necessary credentials, map the phone number from the Elementor form response to the WhatsApp action. This dynamic mapping ensures that each follow-up message is personalized based on the lead’s information.

5. Testing and Verifying the Integration

To ensure that your automation works as intended, conduct a test submission through your Elementor form. Fill out the required fields and submit the form. Check Pabbly Connect to see if the response is captured correctly.

Once you confirm the response is received, proceed to send a test message through the WhatsApp integration. This step verifies that the entire workflow is functioning correctly and that Pabbly Connect is effectively sending personalized WhatsApp follow-up messages.

After testing, you should receive a WhatsApp message that includes the personalized details from your form submission. This final confirmation solidifies the effectiveness of using Pabbly Connect for automating your follow-up process.

Conclusion

In this tutorial, we explored how to automate WhatsApp follow-up messages for Elementor form leads using Pabbly Connect. By following the steps outlined, you can efficiently manage your leads and enhance customer engagement through personalized messaging.