Automate WhatsApp Notifications for Jotform Submissions Using Pabbly Connect

Learn how to set up WhatsApp notifications for Jotform submissions using Pabbly Connect. Follow our step-by-step guide to automate your workflow. 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. Accessing Pabbly Connect for WhatsApp Notifications

To set up WhatsApp notifications for Jotform submissions, you will first need to access Pabbly Connect. Start by navigating to your browser and entering Pabbly.com/connect. You can sign up for a free account or log in if you already have one.

Once logged in, click on the ‘Create Workflow’ button. You will need to name your workflow, such as ‘Jotform to WhatsApp Notification’. After naming, click on the ‘Create’ button to proceed. This will take you to the workflow setup page where you can configure the integration.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger for the workflow in Pabbly Connect. In the trigger section, select ‘Jotform’ as the app. For the trigger event, choose ‘New Response’ from the dropdown menu. This event will activate whenever a new form submission occurs.

• Select Jotform from the app list.
• Choose ‘New Response’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, head over to your Jotform account. Open the form you want to integrate and click on ‘Settings’. In the left sidebar, select ‘Integrations’ and search for ‘Webhooks’. Paste the copied webhook URL into the designated field and click on ‘Complete Integration’ to finalize the connection.

3. Testing Jotform Submission

After successfully integrating Jotform with Pabbly Connect, it’s essential to test the setup. Open the form in preview mode and fill in the details with dummy data. For example, enter a name, email, class, and a mobile number, then click on the ‘Submit’ button.

Once the form is submitted, return to the Pabbly Connect dashboard. Here, you should see the captured response data from the form submission. This verifies that the connection between Jotform and Pabbly Connect is functioning correctly.

4. Setting Up WhatsApp Notifications with Pabbly Connect

Now that the trigger is set, the next step is to configure the action to send WhatsApp notifications. In the action window of Pabbly Connect, select ‘WhatsApp Cloud API’ as the app. Choose ‘Send Template Message’ as the action event.

• Connect your WhatsApp Cloud API account.
• Enter the required details: token, phone number ID, and WhatsApp business account ID.
• Select the template you want to use for the message.

Make sure to map the fields from the Jotform submission to the WhatsApp message template. For instance, include dynamic fields for the user’s name, email, and mobile number. Once everything is set up, click on ‘Save and Send Test Request’ to verify that the WhatsApp message is sent correctly.

5. Final Testing and Verification

To ensure that everything is functioning as intended, conduct a final test by submitting the Jotform again. Check your WhatsApp for the notification. You should receive a message with the details of the form submission, confirming that the integration is successful.

With Pabbly Connect, you can automate notifications for any number of submissions, allowing for efficient lead management. This seamless integration between Jotform and WhatsApp ensures you never miss a lead.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate WhatsApp notifications for Jotform submissions. By following these steps, you can streamline your lead management process and ensure timely notifications for every submission.