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Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating WhatsApp and Typeform, first access Pabbly Connect. You can do this by visiting the landing page at pabby.com/connect. Once there, sign in to your existing account or create a new one for free, which gives you free credits to explore the features.

After logging in, you’ll be directed to the Pabbly dashboard where you can manage your workflows. This is where the integration process begins, allowing you to connect Typeform submissions to WhatsApp messages automatically.

2. Creating a New Workflow in Pabbly Connect

Once you’re in the Pabbly Connect dashboard, the next step is to create a new workflow. Click on the “Create Workflow” button and name it appropriately, such as “WhatsApp Notification for Typeform Submissions.” Select a folder for organization, like “Forms Automation,” and click on “Create” to proceed.

Click on “Create Workflow”.
Name your workflow, e.g., “WhatsApp Notification for Typeform Submissions”.
Select a folder for better organization.

After creating the workflow, you will see a box to enter your trigger application. Here, select Typeform as your trigger app, which will initiate the workflow whenever a new form submission occurs.

3. Connecting Typeform to Pabbly Connect

To set up the trigger in Pabbly Connect, select Typeform and connect your account. If you already have a connection, simply save it; otherwise, click on “Add New Connection”. You will be redirected to log in to your Typeform account and authorize the connection.

After establishing the connection, select the specific form you want to monitor for submissions. For example, if you have a form named “Registration Form,” choose that. Once selected, click on “Save and Send Test Request” to ensure the connection is working correctly.

4. Setting Up WhatsApp Integration via Pabbly Connect

With Typeform connected, the next step involves setting up WhatsApp integration using Pabbly Connect. Add a new action step and search for Pabbly Chatflow. In the action event, select “Send Text Message” and click on “Connect”.

Select Pabbly Chatflow as the action application.
Choose “Send Text Message” as the action event.
Connect your Pabbly Chatflow account.

Once connected, you’ll need to map the recipient’s mobile number from the Typeform submission. This ensures that each new lead receives a personalized WhatsApp message. For example, you can set the message as “Hello {name}, thanks for submitting the form!” and map the name from the Typeform data.

5. Testing the Integration

After configuring the WhatsApp message, it’s essential to test the integration to ensure everything works as expected. Click on “Save and Send Test Request” to trigger the workflow and check your WhatsApp for the message.

If the message is received successfully, your integration is complete. You can now automatically send personalized WhatsApp messages to new leads who submit the Typeform, enhancing customer engagement and trust.

This step-by-step process illustrates how Pabbly Connect simplifies the integration of different applications, ensuring seamless communication with your leads.

Conclusion

In this tutorial, we explored how to integrate WhatsApp with Typeform using Pabbly Connect. By following these steps, you can automate your messaging process and improve customer engagement effortlessly.