Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To automate WhatsApp messages based on Typeform submissions, you first need to access Pabbly Connect. Start by navigating to the Pabbly website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks monthly to test the platform.

After logging in, find the Pabbly Connect app on the dashboard. Click on it to access the main interface where you can create workflows. This is the starting point for integrating Typeform with WhatsApp using Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once in Pabbly Connect, click on ‘Create from Scratch’ to start a new workflow. Name your workflow something descriptive, like “Automatically Send and Receive WhatsApp Messages on Typeform Submission”. Choose a relevant folder for organization, such as “WhatsApp Automation”.

  • Click on ‘Create’ to finalize the workflow setup.
  • This will open a new window where you can set your trigger and action steps.

Next, you will select Typeform as your trigger application. This means that whenever there is a new form submission, it will trigger the workflow you are setting up in Pabbly Connect.

3. Setting Up Typeform as the Trigger

In the trigger application section, select Typeform and choose the event labeled “New Entry”. Click on ‘Connect’ to link your Typeform account with Pabbly Connect. If you have an existing connection, you can save it; otherwise, create a new one by logging into your Typeform account.

After successfully connecting, select the specific form you want to use for this automation. For example, choose the “Lead Form” that collects necessary information like the user’s first name, last name, phone number, and email address.

  • Click on ‘Save and Send Test Request’ to capture the webhook response.
  • This will allow you to test the connection and ensure that data is being captured correctly.

Once you submit the form, check back in Pabbly Connect to confirm that the response has been received successfully, indicating that your trigger is working as intended.

4. Adding WhatsApp Cloud API as an Action Step

Now that your trigger is set up, it’s time to add WhatsApp Cloud API as the action step. Click on ‘Add New Action Step’ and search for WhatsApp Cloud API. Choose the action event “Send Text Message” and connect it to Pabbly Connect.

For the connection, you need to enter your WhatsApp API details, including the token, phone number ID, and WhatsApp business account ID. You can obtain these by visiting the Meta for Developers page and generating an access token.

  • After entering all required details, hit ‘Save’ to complete the connection.
  • Now, you can map the recipient’s mobile number and the message content using the data from your Typeform submission.

By doing this, you ensure that every new lead receives a personalized WhatsApp message automatically through Pabbly Connect.

5. Testing the Integration and Finalizing Workflow

With your action step configured, it’s crucial to test the entire workflow. Submit a test entry in your Typeform to see if the WhatsApp message is sent correctly. Check your WhatsApp to confirm receipt of the message.

In the message, you can include personalized details such as the lead’s name and a thank-you note. This ensures effective communication with your leads. If everything works smoothly, you can finalize your workflow in Pabbly Connect.

Once satisfied with the test results, click on ‘Save and Send Test Request’ to complete the setup. You should receive a confirmation message in WhatsApp, indicating that your integration is now live and functional.

Conclusion

By following these steps, you can successfully automate WhatsApp messages for Typeform submissions using Pabbly Connect. This integration enhances communication with leads and streamlines your workflow. Start using Pabbly Connect today to improve your lead management process!