Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start automating WhatsApp messages, you need to access Pabbly Connect. Open a new tab and navigate to the Pabbly Connect website. If you’re new, click on the “Sign Up Free” option to create an account and get 100 free tasks each month. Existing users can simply sign in to their accounts.

After logging in, you will see various Pabbly applications. Click on the “Access Now” button for Pabbly Connect to reach the dashboard. This is where you can manage all your automation workflows efficiently.

2. Creating a New Workflow in Pabbly Connect

Once you’re on the Pabbly Connect dashboard, click on the “+ Create Workflow” button to start. Choose the option to create from scratch. You will be prompted to name your workflow. For instance, you can name it “Instant WhatsApp Message for Typeform Leads”. After naming, select the folder as “Pabbly Connect” and click the “Create” button.

This step is crucial as it sets up your automation. The next step involves selecting the trigger application. In this case, you will choose “Typeform” as your trigger application. Once selected, choose the event as “New Entry” and click on the “Connect” button.

  • Select “Typeform” as your trigger application.
  • Choose “New Entry” as the app event.
  • Click on the “Connect” button to establish the connection.

Once the connection is established, you will need to select the specific form you want to use. Choose your form from the dropdown, and then click on the “Save and Send Test Request” button. This will set up the trigger for your workflow.

3. Setting Up Typeform for Responses

Now, you will need to set up your Typeform to ensure it can send responses to Pabbly Connect. Go to your Typeform workspace and locate the form you want to use. Make sure it is published and copy its link. This form will collect user data, which will be sent to Pabbly Connect.

To test this, open the Typeform link in a new tab and fill in the required fields, such as first name, last name, contact number, and email address. After submitting the form, return to Pabbly Connect to check if the response has been captured.

  • Fill in the Typeform with user details.
  • Submit the form to trigger the response.
  • Check Pabbly Connect for the captured response.

If everything is set up correctly, you should see the new response in Pabbly Connect, confirming the integration between Typeform and Pabbly Connect is functioning as intended.

4. Configuring WhatsApp Messaging with Pabbly Connect

After successfully capturing the Typeform response, the next step is to configure WhatsApp messaging. For this, select “Pabbly Chatflow” as your action application. Click on the plus sign and choose the option to send a text message. Then, click on the “Connect” button to establish the connection.

To connect Pabbly Chatflow, you will need an API token. Go to your Pabbly Chatflow dashboard, click on the settings option, and navigate to the API section to get your token. Copy this token and paste it into the required field in Pabbly Connect.

  • Select “Pabbly Chatflow” as your action application.
  • Obtain the API token from the Pabbly Chatflow dashboard.
  • Paste the token in the connection field in Pabbly Connect.

Next, map the WhatsApp mobile number field to the contact number received from the Typeform response. This mapping is essential as it allows the automation to send personalized messages to each user. Finally, customize the WhatsApp message content as desired and click on the “Save and Send Test Request” button to test the integration.

5. Testing and Activating the Workflow

Once you have configured the WhatsApp messaging, it’s time to test the entire workflow. Make sure to enter a valid WhatsApp number in the recipient field for testing. After entering the number, click on the “Save and Send Test Request” button to verify if the message is sent successfully.

After testing, you should receive a WhatsApp message that includes the personalized content you set up earlier. This confirms that the integration between Typeform, Pabbly Connect, and WhatsApp is working perfectly. Remember, for the actual automation, you won’t have to click the test button; the automation will trigger automatically with each new form submission.

In summary, by using Pabbly Connect, you can automate the process of sending WhatsApp messages to leads generated from Typeform submissions. This not only saves time but also enhances communication with potential customers.

Conclusion

In this tutorial, we explored how to automate WhatsApp messages using Pabbly Connect and Typeform. By following the steps outlined, you can streamline your communication process and ensure timely responses to leads. Start using Pabbly Connect today to enhance your business automation!