Automate WhatsApp Replies from Jotform Submissions

Learn how to automate WhatsApp replies from Jotform submissions using Pabbly Connect with this step-by-step tutorial. 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. Setting Up Pabbly Connect for WhatsApp Automation

To automate WhatsApp replies from Jotform submissions, you first need to set up Pabbly Connect. Start by visiting the Pabbly Connect website and creating an account. If you are a new user, click on the ‘Sign Up Free’ button to register and get 100 free tasks every month.

Once you have created your account, log in to access the dashboard of Pabbly Connect. Here, you can organize your workflows by creating folders. Click on the plus button to create a folder where you can save your workflows for better organization.

2. Creating Your Workflow in Pabbly Connect

Now that you are inside Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between two workflow builders: the new beta version or the classic version. For this tutorial, select the new version.

• Name your workflow as ‘Jotform to WhatsApp Thank You Messages’.
• Select the folder you created earlier to save this workflow.
• Press the ‘Create’ button to proceed.

After creating the workflow, you will see options to set up your trigger. Select Jotform as your trigger application and choose the event ‘New Response’ to initiate the workflow whenever a new form submission is received.

3. Integrating Jotform with Pabbly Connect

To complete the integration, you need to connect your Jotform account with Pabbly Connect. Click on the connect button to generate a webhook URL. Copy this URL for use in Jotform.

Next, go to your Jotform account and select the form you want to integrate. Click on ‘Settings’, then ‘Integrations’, and search for ‘Webhook’. Paste the copied webhook URL into the designated box and click on the ‘Complete Integration’ button. Your Jotform is now integrated with Pabbly Connect.

4. Sending WhatsApp Messages via Pabbly Connect

With the Jotform integration complete, it’s time to set up the action to send WhatsApp messages. In Pabbly Connect, click on the plus button to add an action application. Search for the WhatsApp Cloud API and select it.

For the event, choose ‘Send Text Message’ and click to connect. If this is your first time connecting, click on ‘Add New Connection’ and input the necessary details, including your WhatsApp Business Account ID and Access Token, which you can generate from the Meta for Developers page.

• Map the recipient’s mobile number from the Jotform response.
• Craft your message by mapping dynamic fields such as the customer’s name and the service they are interested in.

After configuring the message, click on ‘Save and Send Test Request’. This will send a WhatsApp message to the customer confirming their inquiry.

5. Sending Email Notifications Using Pabbly Connect

In addition to sending WhatsApp messages, you can also set up email notifications. Click on the plus button in Pabbly Connect and select Gmail as your action application. Choose the event ‘Send Email’ and connect your Gmail account.

Fill in the sender name and email address, then input the recipient’s email address (e.g., your sales team). For the email subject, map the customer’s name to personalize the email content. In the email body, include all relevant details about the inquiry.

Make sure to map dynamic fields for customer details. Click ‘Save and Send Test Request’ to send a confirmation email.

After completing these steps, you will have a fully functional workflow that automates WhatsApp replies and email notifications for new Jotform submissions through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to automate WhatsApp replies from Jotform submissions using Pabbly Connect. By following these steps, you can ensure that every new inquiry receives an instant response, enhancing customer trust and improving follow-up efficiency. Start automating your workflows today with Pabbly Connect for seamless integrations!