Learn how to send automated WhatsApp messages upon Cognito Forms submission using Pabbly Connect. Step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Automation

To start sending WhatsApp messages upon Cognito Forms submission, you first need to set up Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. Begin by visiting the Pabbly Connect homepage and signing in or creating a new account.

Once logged in, you will see the dashboard where you can create your workflow. Click on the ‘Create Workflow’ button to begin. Name your workflow appropriately, such as ‘Send WhatsApp Message on Cognito Form Submission using Pabbly Chatflow’. This naming will help you identify the workflow later.

2. Setting Up Cognito Forms as the Trigger in Pabbly Connect

In this step, you will configure Cognito Forms to serve as the trigger for your automation. Select ‘Cognito Forms’ as the trigger application within Pabbly Connect. Choose the trigger event as ‘New Entry’. This means that every time a new form submission occurs, it will trigger the automation.

  • Select the trigger application as Cognito Forms.
  • Choose ‘New Entry’ as the trigger event.
  • Copy the provided webhook URL for integration.

After copying the webhook URL, navigate to your Cognito Forms account. Open the form you want to use, and enable the option to post JSON data to a website. Paste the webhook URL into the designated field and save the changes. This step connects your Cognito Forms to Pabbly Connect for automation.

3. Testing the Cognito Forms Submission

With the webhook set up, it’s time to test the integration. Go back to your Cognito Forms and submit a test entry. Fill in the required fields with dummy data, ensuring to include a valid phone number for WhatsApp messages. using Pabbly Connect

After submitting the form, check your Pabbly Connect dashboard. You should see a successful response indicating that the form submission was captured. This confirms that the trigger is working correctly. Now, you are ready to set up the action to send a WhatsApp message.

4. Integrating Pabbly Chatflow for WhatsApp Messaging

The next step involves integrating Pabbly Chatflow to send WhatsApp messages. In your workflow, select Pabbly Chatflow as the action application. Choose the action event as ‘Send Template Message’. This allows you to send a predefined message template to the lead’s WhatsApp number.

  • Select Pabbly Chatflow as the action application.
  • Choose ‘Send Template Message’ as the action event.
  • Map the mobile number from the Cognito Forms submission.

To send personalized messages, you can create a template in your Pabbly Chatflow account. Include variables like the lead’s name to make the message dynamic. After setting up the template, map the necessary fields in Pabbly Connect, ensuring that the WhatsApp number is correctly formatted without a plus sign.

5. Finalizing the Automation and Testing

Once everything is set up, it’s time to finalize the automation. Click on the ‘Save and Send Test Request’ button in Pabbly Connect to test if the WhatsApp message is sent successfully. If everything is configured correctly, you will receive the message on your WhatsApp. using Pabbly Connect

You can check the Pabbly Chatflow inbox to see the status of the sent message. Ensure that the message appears as sent and delivered. This confirms that your automation is working effectively, allowing you to send WhatsApp messages instantly upon receiving new submissions from Cognito Forms.

Conclusion

By following these steps, you can automate the process of sending WhatsApp messages upon Cognito Forms submissions using Pabbly Connect and Pabbly Chatflow. This integration enhances your communication efficiency, ensuring timely follow-ups with leads and improving your overall response rates.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.