Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin the integration process using Pabbly Connect, navigate to the Pabbly website by typing ‘pabbly.com’ in your browser. Here, you can sign in to your existing account or sign up for a free trial, which includes 100 free tasks monthly. This allows you to test the features of Pabbly Connect before committing to a paid plan.

Once logged in, click on “Access Now” for Pabbly Connect. This will take you to the app dashboard where you can manage your workflows and folders. To create a new workflow, click on the “Create Workflow” button and select the new beta workflow builder for a more modern experience.

2. Creating a Workflow for WhatsApp Messaging

In this section, you will create a workflow that sends automated WhatsApp messages whenever a new form submission occurs. First, name your workflow as “Boost Engagement with Auto WhatsApp Messages for Website Forms” and select the appropriate folder.

  • Name your workflow.
  • Select the folder for organization.
  • Confirm the creation of your workflow.

After creating the workflow, you will need to set a trigger application. In this case, select “Webhook by Pabbly” as your trigger, which will capture the form submission data. Choose the “Catch Webhook” event and click on connect to generate a unique webhook URL.

3. Setting Up the Webhook for Your Website Form

To link your website form with Pabbly Connect, copy the generated webhook URL. Open the code of your website form and replace any existing webhook URL with this new one. This step is crucial as it allows Pabbly Connect to capture responses from your form submissions.

After replacing the URL, save your changes and return to your workflow in Pabbly Connect. You will see that it’s waiting for a webhook response. To test this, submit a new form entry on your website. This action will trigger the workflow and capture the response in Pabbly Connect.

4. Sending WhatsApp Messages Using Pabbly Connect

Once the webhook captures the response, the next step is to send a WhatsApp message. Click on “Add New Action Step” and search for “Pabbly Chatflow” to configure the action. Select the “Send Text Message” event to set up the message you want to send.

  • Select the recipient’s mobile number from the captured response.
  • Compose the WhatsApp message you wish to send.
  • Map the name and other details from the form response to personalize the message.

After configuring the message details, save your settings. This setup ensures that every time a new form submission occurs, a personalized WhatsApp message is sent automatically through Pabbly Connect.

5. Testing Your Integration

To ensure your integration is working correctly, perform a test submission on your website form. Check your WhatsApp to see if the automated message appears as expected. The message should include personalized details from the form submission, confirming that Pabbly Connect is functioning properly.

If you receive the message successfully, your integration is complete! You can now automate responses to leads through WhatsApp without any manual typing. This process not only saves time but also enhances customer engagement.

Conclusion

In this tutorial, we demonstrated how to integrate WhatsApp with Pabbly Connect for automated messaging based on form submissions. This setup allows for seamless communication with leads, enhancing engagement and efficiency in your business processes.