Learn how to automate sending WhatsApp messages upon Kajabi form submission using Pabbly Connect. Step-by-step guide to streamline your communication. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect for Automation
To automate sending WhatsApp messages on Kajabi form submissions, start by accessing Pabbly Connect. This powerful integration tool enables seamless connections between Kajabi and WhatsApp, allowing you to send automated messages effortlessly.
Visit Pabbly Connect by typing Pabbly.com/connect in your browser. If you’re a new user, sign up for a free account. Existing users can log in directly to access the dashboard where you can create your automation workflows.
2. Create a New Workflow in Pabbly Connect
Once logged into Pabbly Connect, click on the blue button labeled ‘Create Workflow’. Name your workflow something descriptive, like ‘Send WhatsApp Messages on Kajabi Form Submission’. This name will help you identify the automation later.
After naming your workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger indicates when the automation will start, while the action specifies what will happen. For this integration, select Kajabi as the trigger application and ‘Form Submission’ as the trigger event.
3. Set Up Webhook URL in Kajabi
To capture the form submission data, you need to set up a webhook URL in Kajabi. Copy the webhook URL provided by Pabbly Connect after selecting your trigger event. Next, navigate to your Kajabi dashboard and locate the form you want to connect.
Open your form settings in Kajabi, and click on the three-dot menu where you will find the ‘Webhooks’ option. Paste the copied webhook URL here and click on ‘Save’. This step ensures that every time someone submits the form, Kajabi sends the data to Pabbly Connect.
4. Test the Integration with a Dummy Submission
After setting up the webhook, it’s essential to test the integration. Go back to Pabbly Connect and click on ‘Recapture Webhook Response’. This will prompt you to do a test submission on your Kajabi form.
Fill out the form with dummy details, such as name, email, and WhatsApp number. Once you submit the form, return to Pabbly Connect to verify that the data has been captured successfully. This confirms that the connection between Kajabi and Pabbly Connect is working correctly.
5. Connect WhatsApp Cloud API to Send Messages
To send WhatsApp messages, you need to connect the WhatsApp Cloud API through Pabbly Connect. In the action step, search for ‘WhatsApp Cloud API’ and select it. Choose the action event ‘Send Template Message’ to initiate the message sending process.
When prompted, click on ‘Add New Connection’ and provide the necessary details, including your WhatsApp Business Account ID and the permanent token. Ensure you have created and approved a message template in your WhatsApp Cloud API account.
- Access the Facebook Developer portal to create your app.
- Generate a permanent token for the WhatsApp Cloud API.
- Copy the template name and map it in Pabbly Connect.
Finally, map the variables such as recipient name and phone number from the Kajabi form submission data into the WhatsApp message template fields. Once everything is set, click on ‘Save and Send Test Request’ to confirm that the message is sent successfully.
Conclusion
In summary, using Pabbly Connect to automate WhatsApp messages upon Kajabi form submissions streamlines your communication process. By following these steps, you can ensure immediate engagement with your users, enhancing their experience and saving time.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
- Check out Pabbly Connect – Automate your business workflows effortlessly!
- Sign Up Free – Start your journey with ease!
- 10,000+ Video Tutorials – Learn step by step!
- Join Pabbly Facebook Group – Connect with 21,000+ like minded people!